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What is ZEPIC?

ZEPIC is an advanced Customer Engagement Platform that leverages AI to offer tailor-made customer interactions at every stage of the customer journey. At the heart of this platform lies Zenie AI, which consolidates data, automates multi-channel campaigns, and generates actionable insights to empower marketers in their efforts. With its integrated Customer Data Platform (CDP), ZEPIC provides a comprehensive view of customers, facilitating smart audience segmentation and activation across diverse channels. The platform's user-friendly, award-winning interface enables businesses of all sizes to design impactful marketing campaigns without requiring extensive technical skills. This capability not only streamlines marketing efforts but also significantly boosts the potential for business expansion. Moreover, by focusing on personalization, ZEPIC helps brands forge stronger connections with their audiences.

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.

Media

Media

Integrations Supported

ActiveCampaign
Gorgias
Judge.me
Magento
Stamped
WooCommerce
Yotpo

Integrations Supported

Blend
BombBomb
BytePro
Cyclr
Encompass
Facebook
Fiserv Mortgage Director
Floify
LendingPad
Microsoft Azure
OpenClose
Salesforce
SimpleNexus Mortgage Platform

API Availability

Has API

API Availability

Has API

Pricing Information

$30/month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ZEPIC

Date Founded

2023

Company Location

United States

Company Website

www.zepic.com

Company Facts

Organization Name

Top of Mind Networks

Date Founded

2003

Company Location

United States

Company Website

www.topofmind.com

Categories and Features

AI Marketing

Not specified

Customer Engagement

Analytics
Communication Management

Customer Experience

Not specified

Email Marketing

Not specified

Marketing Automation

Not specified

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Communications Management

Batch Communications
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Customer Engagement

Analytics
Communication 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
Survey Management

Email Marketing

A/B Testing
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
Template Management
WYSIWYG Email Editor

Financial CRM

Account Alerts
Asset Management
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
Document Management

Mortgage and Loans

Amortization Schedule
Client Database
Contact Management
Document Management
Pipeline Management

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
Multi-Account Management
Post Scheduling

Popular Alternatives

Popular Alternatives

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Unify CRM

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