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Pipedrive vs Surefyre: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipedrive vs. Surefyre is based on a specific set of business needs and context. The comparison uses 19017 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipedrive and Surefyre

Pipedrive, Surefyre, Salesforce Sales Cloud, HubSpot 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.

Pipedrive covers Engagement Management with E-Mail, Lead Tracking, Lead Management, Sales Document Management with E-Mail, etc.

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

"With Pipedrive, I can’t forget to send follow-up emails on time. We never miss a chance to reach out to our existing clients with new offers. It might sound like a small improvement but it’s a game-changer. We always send personalized emails, but ou...r Pipedrive is connected with our Google Suite to make the process seamless and time-efficient. It’s one of the most versatile CRM tools on the market. Flexible yet easy to use, we never have problems using Pipedrive. " - Maneekorn Chumanee

"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 Pipedrive

Focus area

Pipedrive is better than Surefyre for

Software Failure Risk

  • medium

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

Sales CRM & Pipeline Management Software

Submission automation platform for modern MGAs, wholesalers, and carriers

Age

2010

Financials

SERIES C

SEED

Business Need

Total Processes
(we found evidences for)

128

11

Total Goals
(we found evidences for)

20

2

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



contact list management

creating contact list


generation of new leads


pipeline management



workflow management



sales call management

meeting management


helpdesk management


training & onboarding



promotion management


discount management



business development


campaign management

campaign analytics

campaign monitoring


relationship management


conversion management


social media management

social media analytics

scheduling post to social media

managing social media account


follower management


lead qualification

lead qualification: demographic

lead qualification: technographic

lead qualification: firmographic


account management


opportunity management


products & pricelist management






customer feedback management

measuring customer satisfaction






content management


performance management



sales review & feedback


lifetime value management



revenue cycle management


loyalty management

identify target customers


rating and review management


knowledge management




calendar management



segmentation and targeting


competitive intelligence


touchpoint management


channel management





motivation management


international marketing


social media marketing



community building


conference call management


trade show marketing


outbound marketing


referral management




payment management



subscription management


sales commission management



community marketing


advocacy management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve efficiency

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Build brand awareness

  • Shorten ramp up time

  • Grow market share

  • Improve brand engagement

  • Launch new products

  • Establish thought leadership

  • Improve stakeholder relations

  • Improve navigation

  • Increase average basket value

  • Increase customer life time value

  • Improve digital and social presence

  • See 17 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

low

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medium

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Business Setting