Top of Mind is recognized as the mortgage industry's most relied upon provider of marketing automation, customer relationship management, and creative content solutions. From individuals to enterprise lenders, Top of Mind's SurefireCRM 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.
Surefire CRM's answer
Surefire is used by the largest banks, credit unions and IMBs as well as their independent branches and individual loan officers.
Based on our record, Copper seems to be more popular. It has been mentiond 1 time since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I've seen Copper CRM work quite well for contractors (assuming that your team is using or open to using Google Workspace - if you're not using Google Workspace, I'd probably ask why not? But then recommend you to use Pipedrive if you're not willing to switch to Google Workspace). Source: over 1 year ago
Whiteboard Mortgage CRM - Get Top Producer results with Whiteboard Mortgage CRM. Pre-loaded out-of-the-box solution. Go from spreadsheets to pipeline lead tracking.
Zoho CRM - Omnichannel CRM for Businesses of all sizes
Jungo - CRM for Loan Officers
Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.
Shape Software - Shape CRM helps you manage your business on one easy to use platform.
Freshsales CRM - A full-fledged CRM for high-velocity sales teams.