Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 3 Ratings

Total
ease
features
design
support

Description

The Future is AI-powered marketing, the Metigy marketing platform is not just another tool, it delivers AI recommendations to help you create high-quality content, deliver a personalized ad strategy, and improve results for your business. Metigy users have seen an improvement in conversions by 2-3x quarter on quarter. Metigy was built by people just like you and we believe Marketing doesn't have to be a drag. We help you save time by automating repetitive tasks, allowing you to focus on actions that make a real difference to your business. We look beyond the obvious and gather in-depth data to power our insights engine. Forget traditional vanity metrics and understand the true value of conversion and performance. Move beyond dashboards and embrace the power of dynamic, AI-driven insights. See results with a feed of strategic ideas and opportunities, customized just for your business.

Description

Top of Mind Networks' Surefire CRM is the most trusted marketing automation and creative content solution in the mortgage industry. Top of Mind's SurefireCRM helps mortgage professionals, from individuals to corporate lenders, win new business, get repeat business, and earn referral business. Mortgage professionals can effortlessly maintain and strengthen their emotional connections with clients by using intuitive workflows that are easy to use and award-winning content. Services available - SMS and Email Marketing Automation - Lead Distribution and Management - Customizable video marketing Curated Content Library of Award Winning Content - Integration with LOS/POS, PPE Software Systems - And so much more

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Facebook Yes 
LinkedIn Yes 
BeSmartee No 
Blend No 
BytePro No 
Calyx Point No 
Chat Agents No 
Cyclr No 
Encompass No 
Fiserv Mortgage Director No 
Google Ads Yes 
Microsoft Azure No 
Microsoft Exchange No 
MonitorBase No 
OpenClose No 
Pinterest Yes 
Salesforce No 
TrustEngine No 
Wufoo No 
X (Twitter) Yes 

Integrations

Facebook Yes 
LinkedIn Yes 
BeSmartee Yes 
Blend Yes 
BytePro Yes 
Calyx Point Yes 
Chat Agents Yes 
Cyclr Yes 
Encompass Yes 
Fiserv Mortgage Director Yes 
Google Ads No 
Microsoft Azure Yes 
Microsoft Exchange Yes 
MonitorBase Yes 
OpenClose Yes 
Pinterest No 
Salesforce Yes 
TrustEngine Yes 
Wufoo Yes 
X (Twitter) No 

Pricing Details

$0.00
- Free Forever: free, single-user, 3 social profiles

- Professional: $25/month, single user, 3 social profiles

- Team: $149/month, up to 10 user accounts, 10 social profiles

- Agency: $500/month, up to 20 user accounts, manage 10 client brands

- Enterprise: Custom
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Metigy

Founded

2015

Country

Australia

Website

metigy.com

Vendor Details

Company Name

Top of Mind Networks

Founded

2003

Country

United States

Website

www.topofmind.com

Product Features

Content Marketing

Audience Targeting Yes 
Brand Management Yes 
Campaign Management Yes 
Categorization / Grouping No 
Conversion Tracking Yes 
Distribution Management No 
Editorial Calendar Yes 
Multi-Channel Publishing Yes 
Publish Scheduling Yes 
SEO Management No 
Social Media Management Yes 
Video Management Yes 

Social Media Management

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

Social Media Marketing

Analytics Yes 
Automated Publishing Yes 
Contact Management No 
Content Management Yes 
Conversion Tracking Yes 
Customer Targeting No 
Keyword Filtering No 
Multi-Account Management Yes 
Post Scheduling Yes 

Video Advertising

Ad Optimization Yes 
Collaboration Tools Yes 
Creative Asset Management Yes 
Demand-Side Platform (DSP) No 
Design Ads Yes 
Display Advertising Yes 
In-App Video No 
Media Buying Yes 
Reporting / Analytics Yes 
Social Advertising Yes 
Supply-Side Platform (SSP) No 
Video Monetization No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Customer Communications Management

Batch Communications Yes 
Chat / Messaging No 
Content Management Yes 
Email Distribution Yes 
Interactive Content Yes 
Multi-Channel Communications Yes 
On-Demand Communications Yes 
Personalization Yes 
Print Management Yes 
Template Management Yes 
Video Content Yes 

Customer Engagement

Analytics Yes 
Churn Management No 
Communication Management Yes 
Community Management No 
Content Syndication Yes 
Feedback Collection Yes 
Gamification Yes 
Live Chat Yes 
Video Content Yes 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management Yes 
Multi-Channel Collection Yes 
Sentiment Analysis No 
Survey Management Yes 
Text Analysis No 
Trend Analysis No 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management No 
Template Management Yes 
WYSIWYG Email Editor Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Lead Nurturing

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

Loan Origination

Amortization Schedule Yes 
Audit Trail Yes 
Closing Documents Yes 
Compliance Management Yes 
Customer Database Yes 
Digital Signature No 
Document Management Yes 
Fee Management No 
Loan Processing No 
Online Application No 

Mortgage and Loans

Amortization Schedule Yes 
Client Database Yes 
Closing Documents No 
Commercial Mortgages No 
Contact Management Yes 
Credit Reporting No 
Customer Statements No 
Document Management Yes 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management Yes 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

Social Media Management

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

Social Media Marketing

Analytics Yes 
Automated Publishing Yes 
Contact Management Yes 
Content Management Yes 
Conversion Tracking Yes 
Customer Targeting Yes 
Keyword Filtering No 
Multi-Account Management Yes 
Post Scheduling Yes 

Alternatives

Alternatives

Mortgage Quest Reviews

Mortgage Quest

Market Focus
Unify CRM Reviews

Unify CRM

Unify
PublBox Reviews

PublBox

PublBox, Inc.