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Copper vs Surefyre: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Copper vs. Surefyre is based on a specific set of business needs and context. The comparison uses 4831 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Copper and Surefyre

Copper, Surefyre, Pipeline CRM, Freshsales, 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.

Copper covers Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking, Lead Management, etc.

Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.

"We changed a lot: people's roles, how we handle new opportunities... Adding in CRM has allowed us to execute that efficiently and with a high level of communication across our sales team. " - Matt Horton

"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.


logo Copper

Focus area

Copper is better than Surefyre for

Software Failure Risk

  • medium

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

Copper | CRM Software Built for Google & G-Suite

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

SEED

Business Need

Total Processes
(we found evidences for)

89

11

Total Goals
(we found evidences for)

13

2

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


contact list management

creating contact list



communication management

tracking & monitoring communications

sending & publishing communications



workflow management


generation of new leads



helpdesk management


business development


sales document management

contract management

proposal & quote management


training & onboarding


pipeline management


relationship management


opportunity management


conversion management


sales call management

meeting management


account management




lead qualification

lead qualification: technographic

lead qualification: demographic


social media management

social media analytics


follower management



campaign management


promotion management


discount management



customer feedback management

measuring customer satisfaction




conference call management




competitive intelligence


products & pricelist management


sales review & feedback


rating and review management


content management





segmentation and targeting


relationship marketing


sales commission management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Build brand awareness

  • Grow market share

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Improve digital and social presence

  • See 10 more
  • Improve digital and social presence

  • Enhance customer relationships

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • point of sale

  • See 1 more
  • e-mail

  • phone calls

  • offline

  • point of sale

  • See 1 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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No Data

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting