Comparison Summary
Introducing CiviCRM and Surefyre
CiviCRM, Surefyre, Giveffect, Blackbaud CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
CiviCRM covers Contact List Management with Offline, Communication Management with E-Mail, Membership Management with Offline, Event Management with Offline, etc.
Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.
"The Calibrate team took up this challenge with great enthusiasm. Both during the preliminary phase (wireframes, UX and design) as during the various development phases, they were always open to discussion, new suggestions or changes. Moreover, they ...always looked for feasible solutions taking into account the budget and tight timing. Excellent project management and transparent communication ensured a pleasant collaboration. " - Margit Bal
"Our old portal would take months if not years to push enhancements. Surefyre’s services team scope out every request, evaluate proposed solutions, and offer time saving, essential API integrations. All this comes at a fraction of the cost because th...ey are truly experts in offering a cloud based system that is always adapting to our growing needs. It’s great to work with a team that shares our commitment to customer service and taking out all the mystery from the underwriting. " - Ashley Dodge
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Open source CRM software for nonprofits
Submission automation platform for modern MGAs, wholesalers, and carriers
Financials
PRIVATE
Business Need
Total Processes
(we found evidences for)
49
11
Total Goals
(we found evidences for)
4
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Scale best practices
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Launch new products
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Grow market share
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Enhance customer relationships
- See 1 more
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Improve digital and social presence
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Enhance customer relationships
Top Channels
Channels Used
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e-mail
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phone calls
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offline
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point of sale
- See 1 more
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e-mail
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phone calls
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offline
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point of sale
- See 1 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
