Comparison Summary
This comparison report of Pipeline CRM vs. Surefyre is based on a specific set of business needs and context. The comparison uses 6962 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Pipeline CRM and Surefyre
Pipeline CRM, Surefyre, Freshsales, Copper, 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.
Pipeline CRM covers Engagement Management, Lead Tracking with E-Mail, Communication Management with E-Mail, Contact List Management, etc.
Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.
"PipelineCRM hit all of our checkmarks, offering everything we need in a CRM. It's customizable. It's affordable for our size company. It was clearly the right fit. " - Grant Hensarling
"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.
About
Sales Pipeline Enablement Platform
Submission automation platform for modern MGAs, wholesalers, and carriers
Age
2006
Financials
SERIES A
Business Need
Total Processes
(we found evidences for)
98
11
Total Goals
(we found evidences for)
14
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Enhance customer relationships
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Improve internal communications
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Improve ROI
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Grow market share
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Improve stakeholder relations
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Scale best practices
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Enter new markets internationally or locally
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Launch new products
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Improve navigation
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Improve visibility
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Shorten ramp up time
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Establish thought leadership
- See 11 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
