Streamline your data management process with the FreshSales + Surefire CRM integration

FreshSales is an all-in-one CRM solution strongly focused on Sales Management which provides several tools and features, including Email Marketing, Automation, advanced Lead Management system, Logged Phone Calls and a robust Event Tracking system.

FreshSales’ Lead Management system helps you to easily turn your website visitors to new leads, segment them based on their activities/engagement with your website, and assign each one to the right salesperson of your organization, based on location. In fact, you can group your sales team by territories, in order to automatically pass them the leads. It’s a great feature that can be useful to close more deals. In the meantime, Freshsales will enrich their profiles with social media information and photos. Then you can assign a score to each lead and schedule tasks and appointments with leads and customers as well.

The main focus of this CRM are sales, as its name suggests. Freshsales offers a stunning visual sales pipeline, that allows you to easily identify the your leads and deals in each stage of your pipeline, getting crucial insights and follow-up them directly from the dashboard. Freshsales also provides a phone call and voicemail system, with tracking and logged phone calls, an email marketing solution with dozens of templates, reports and insights, and a common inbox for the entire sales team.

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.