Surefire CRMTop of Mind Networks
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Related Products
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About
DataOceans is a leader in Customer Communications Management (CCM), providing data-driven, omni-channel communication solutions. We empower organizations to generate and deliver personalized letters, notices, and statements more efficiently - simplifying processes and supporting compliance efforts. Additionally, we help businesses better engage with customers through intuitive self-service portals that make billing, payment activities, and other self-service transactions more efficient.
Drawing on over 15 years of experience, DataOceans has consistently delivered solutions to a wide array of organizations, spanning Fortune 500 corporations and innovative start-ups across the highly regulated consumer finance, credit union, banking, and healthcare sectors. By closely collaborating with client teams, we ensure the seamless implementation of solutions, fostering enduring partnerships.
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About
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients.
Services Available:
- Email and SMS Marketing Automation
- Lead Distribution and Management
- Customizable Video Marketing
- Curated Library of Award-Winning Marketing Content
- Integrations with LOS, POS, PPE Software Systems
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Consumer Finance, Credit Unions, Healthcare Insurance, Utilities, P&C Insurance
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Audience
Mortgage lenders and mortgage professionals
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDataOceans
Founded: 2005
United States
www.dataoceans.com
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Company InformationTop of Mind Networks
Founded: 2003
United States
www.topofmind.com
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Categories |
Categories |
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Customer Communications Management Features
Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content
Customer Engagement Features
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Experience Features
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
Customer Service Features
Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management
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Customer Communications Management Features
Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content
Customer Engagement Features
Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content
Customer Experience Features
Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis
CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Email Marketing Features
A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
Lead Nurturing Features
A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management
Loan Origination Features
Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application
Mortgage and Loans Features
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Social Media Management Features
Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring
Social Media Marketing Features
Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Keyword Filtering
Multi-Account Management
Post Scheduling
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Integrations
BeSmartee
Blend
BombBomb
BytePro
COBIS Everywhere
Chat Agents
Cyclr
Encompass
Facebook
Fiserv Mortgage Director
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Integrations
BeSmartee
Blend
BombBomb
BytePro
COBIS Everywhere
Chat Agents
Cyclr
Encompass
Facebook
Fiserv Mortgage Director
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