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FreeAgent CRM vs Surefyre: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of FreeAgent CRM vs. Surefyre is based on a specific set of business needs and context. The comparison uses 667 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing FreeAgent CRM and Surefyre

FreeAgent CRM, Surefyre, Claritysoft CRM, Solve 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.

FreeAgent CRM covers Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

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

"I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gi...ves you differentiation. FreeAgent is built with the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. " - Anthony Hegarty

"Surefyre has saved the company time and money. After we moved to Surefyre, we found the system to be faster, more secure and much more flexible than our previous system. Since Surefyre is designed intuitively, it is easier to train new agents on our... systems and processes. " - ANDREW HETZLER

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 FreeAgent CRM

Focus area

Software Failure Risk

  • medium

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

CRM and Work Management

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

SEED

SEED

Business Need

Total Processes
(we found evidences for)

35

11

Total Goals
(we found evidences for)

11

2

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



workflow management


generation of new leads


helpdesk management


training & onboarding


contact list management


sales document management

proposal & quote management



communication management

tracking & monitoring communications



sales review & feedback


lifetime value management


relationship management



sales commission management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 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

medium

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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