Ratings and Reviews 3 Ratings

Total
ease
features
design
support

Ratings and Reviews 94 Ratings

Total
ease
features
design
support

Alternatives to Consider

  • Pipedrive Reviews & Ratings
    9,334 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    132 Ratings
    Company Website
  • HubSpot CRM Reviews & Ratings
    25,028 Ratings
    Company Website
  • CREDITONLINE Reviews & Ratings
    16 Ratings
    Company Website
  • Birdeye Reviews & Ratings
    4,425 Ratings
    Company Website
  • GetResponse Reviews & Ratings
    1,460 Ratings
    Company Website
  • Moxo Reviews & Ratings
    212 Ratings
    Company Website
  • Mortgage Automator Reviews & Ratings
    187 Ratings
    Company Website
  • Axe Credit Portal Reviews & Ratings
    3 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,616 Ratings
    Company Website

What is Surefire CRM?

Surefire CRM, developed by Top of Mind Networks, stands as the leading marketing automation and creative content platform specifically designed for the mortgage sector. This innovative solution empowers mortgage professionals, ranging from solo agents to large corporate lenders, to attract new clients, secure repeat business, and generate referrals. By utilizing user-friendly workflows and award-winning content, these professionals can easily nurture and enhance their emotional connections with clients. Available services include: - Automated SMS and email marketing - Efficient lead distribution and management - Tailored video marketing solutions - Access to a curated library filled with award-winning content - Integration capabilities with various LOS/POS and PPE software systems - Plus a wide array of additional features designed to optimize marketing efforts. With such comprehensive tools at their disposal, mortgage professionals can elevate their marketing strategies and achieve greater success in their endeavors.

What is Lime Connect?

Lime Connect stands as the premier software for automating customer messaging and support in Germany. Central to this platform is the Message Center, which serves as a unified inbox for various messaging channels, including website chat, WhatsApp, and Facebook Messenger. Within this hub, users can efficiently manage messages utilizing advanced features like message templates, real-time translations, and the ability to share files. Additionally, Lime Connect offers a robust website messenger that seamlessly integrates with company websites. This live chat functionality allows customers the flexibility to engage in conversations immediately or pick up where they left off later, mimicking the experience of popular messaging applications. For more intricate questions or product demonstrations, Lime Connect enables agents to effortlessly transition from a chat to a video call through a single click, facilitating screen sharing and enhancing the interaction. This capability allows businesses to personally assist website visitors throughout their purchasing journey, thereby reinforcing customer loyalty. Furthermore, Lime Connect's AI Automation Hub allows for the integration of self-learning chatbots powered by GTP-4, along with intelligent FAQ pages and dynamic contact forms, streamlining customer support processes. With its development and hosting based in Germany, Lime Connect ensures that all customer communications adhere to GDPR regulations, providing a trustworthy solution for businesses seeking compliance. This commitment to privacy and security further solidifies Lime Connect's reputation as a leader in customer communication technology.

Media

Media

Integrations Supported

Salesforce
BigCommerce
Blend
BytePro
Calyx Point
Capsule
Dropbox
Facebook Messenger
Floify
Freshdesk
HubSpot Customer Platform
Mailchimp
Microsoft Azure
Pipedrive
Slack
Telegram
Threema Work
TrustEngine
WordPress
Zendesk Sell

Integrations Supported

Salesforce
BigCommerce
Blend
BytePro
Calyx Point
Capsule
Dropbox
Facebook Messenger
Floify
Freshdesk
HubSpot Customer Platform
Mailchimp
Microsoft Azure
Pipedrive
Slack
Telegram
Threema Work
TrustEngine
WordPress
Zendesk Sell

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$90.00 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Top of Mind Networks

Date Founded

2003

Company Location

United States

Company Website

www.topofmind.com

Company Facts

Organization Name

Lime Connect

Date Founded

2011

Company Location

Germany

Company Website

connect.lime-technologies.com/en/

Categories and Features

CRM

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

Customer Communications Management

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

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Email Marketing

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

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Lead Nurturing

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Mortgage and Loans

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

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Social Media Marketing

Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Keyword Filtering
Multi-Account Management
Post Scheduling

Categories and Features

Chatbot

Call to Action
Context and Coherence
Human Takeover
Inline Media / Videos
Machine Learning
Natural Language Processing
Payment Integration
Prediction
Ready-made Templates
Reporting / Analytics
Sentiment Analysis
Social Media Integration

Conversational Marketing

Appointment Scheduling
Audience Segmentation
Chatbot
Email Automation
Group Messaging
Human Handover
Lead Distribution
Lead Qualification
Mobile Messaging
Multi-Channel Communication
Product Recommendations
Video Chat

Customer Communications Management

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

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Satisfaction

360 Degree Feedback
Analytics
Call Reporting
Complaint Monitoring
Feedback Collection
Survey Management

Customer Service

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

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Lead Capture

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Nurturing

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Live Chat

Canned Responses
Customizable Branding
Geo Targeting
Offline Form
Proactive Chat
Screen Sharing
Third Party Integration
Transfers / Routing
Website Visitor Tracking

Popular Alternatives

Popular Alternatives

Mortgage Quest Reviews & Ratings

Mortgage Quest

Market Focus
FreeChat Reviews & Ratings

FreeChat

Popupsmart
Unify CRM Reviews & Ratings

Unify CRM

Unify
Heyday AI Reviews & Ratings

Heyday AI

Hootsuite