Streamline your data management process with the Act-On + Surefire CRM integration

Act-On is a comprehensive marketing automation tool designed to offer a complete suite of applications, including email marketing, website visitor tracking, lead management, social media management, reporting and analytics, as well as integrations with webinar and event planning.

With Act-On's email marketing, businesses can segment their customers into a variety of categories, allowing marketers to focus on a particular target market within that email group. The software offers core website tracking feature, which gives complete visibility into the types of customers that are visiting their site as well as their activities and the time spent on different contents while they are on the website. Act-On is ideal for small marketing teams needing a marketing automation tool with minimal IT involvement, this software offer tools to build and optimize campaigns, generate leads, score and prioritize prospects, among others. The solution is capable of integrating with almost any leading CRM available in the market.

This tools let you automate key processes and tasks that are critical to campaign success. With Act-On, you can point, click, drag, and drop your way to a well-built marketing machine. Set up lead nurturing, segment lists, score and distribute leads, and trigger offers when someone performs a specific action. You can measure the performance of your email campaigns in real time. From one-off messages and trigger emails to targeted and automated drip campaigns, get big-picture and drill-down views of delivery, bounces, opens, clickthroughs, clickmaps, performance trends, and much much more.

Top of Mind’s Surefire CRM is a leading online sales and marketing platform for the mortgage industry.

Simple to use and implement, Surefire CRM is useful for thousands of mortgage professionals, from individuals to large corporate clients, successfully use Surefire to manage and grow their sales pipeline.

Surefire CRM helps the growth of its customers by placing them first in their database through the development and automation of customized and individual marketing campaigns for their potential customers, customers in the process of processing and past clients.