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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Facebook
LinkedIn
BeSmartee
Blend
BytePro
Calyx Point
Chat Agents
Cyclr
Fiserv Mortgage Director
Floify
Google Ads
LendingPad
Microsoft Azure
Microsoft Exchange
OpenClose
Pinterest
SimpleNexus Mortgage Platform
Wufoo
X (Twitter)
Zapier

Integrations

Facebook
LinkedIn
BeSmartee
Blend
BytePro
Calyx Point
Chat Agents
Cyclr
Fiserv Mortgage Director
Floify
Google Ads
LendingPad
Microsoft Azure
Microsoft Exchange
OpenClose
Pinterest
SimpleNexus Mortgage Platform
Wufoo
X (Twitter)
Zapier

Pricing Details

$0.00
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video 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
Keyword Filtering
Multi-Account Management
Post Scheduling

Video Advertising

Ad Optimization
Collaboration Tools
Creative Asset Management
Demand-Side Platform (DSP)
Design Ads
Display Advertising
In-App Video
Media Buying
Reporting / Analytics
Social Advertising
Supply-Side Platform (SSP)
Video Monetization

Product Features

CRM

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

Customer Communications Management

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

Customer Engagement

Analytics
Churn Management
Communication Management
Community 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
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Email Marketing

A/B Testing
Artificial Intelligence
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
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
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
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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
Keyword Filtering
Multi-Account Management
Post Scheduling

Alternatives

Alternatives

Mortgage Quest Reviews

Mortgage Quest

Market Focus
Unify CRM Reviews

Unify CRM

Unify
PublBox Reviews

PublBox

PublBox, Inc.