Comparison Summary
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.
"I love that there's no coding involved in Copper. I just add my custom fields, put them in order, and that’s it. Because it’s integrated with G Suite, everyone just logs in with the single sign-on Google interface and we’re rocking and rolling. Copp...er made onboarding sales reps so easy. " - Roger Martin
"After laboring on a proprietary solution for nearly six months we decided to demo Surefyre. What a great decision. Four weeks later Surefyre launched and we began accepting submissions mapped directly to our rating module. The Surefyre team understa...nds the P&C business and can implement solutions quickly and effectively. They are a valued partner in the ongoing success and growth of our business. " - Tom Gillingham
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
Copper | CRM Software Built for Google & G-Suite
Submission automation platform for modern MGAs, wholesalers, and carriers
Financials
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
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?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
