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Pipeliner CRM vs Surefyre: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipeliner CRM vs. Surefyre is based on a specific set of business needs and context. The comparison uses 2802 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipeliner CRM and Surefyre

Pipeliner CRM, Surefyre, Teamgate CRM, Capsule 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.

Pipeliner CRM covers Engagement Management, Forecasting, Contact List Management with Mobile, Pipeline Management, etc.

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

"We had a contractor that we hired to help us find the best tool for our business needs. Many of the solutions that we have investigated—including NetSuite and Salesforce—are just way too big and, for a non-profit, out of our price league. It’s just ...impossible for a non-profit to pull that off. " - Chad Picha

"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 Pipeliner CRM

Focus area

Pipeliner CRM is better than Surefyre for

Software Failure Risk

  • medium

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

Pipeliner CRM | Sales CRM Software - Sales Enablement

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

NA

SEED

Business Need

Total Processes
(we found evidences for)

77

11

Total Goals
(we found evidences for)

9

2

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence



contact list management


pipeline management


workflow management



helpdesk management


opportunity management


generation of new leads




business development


products & pricelist management


social media management

social media analytics


communication management

sending & publishing communications



conversion management


training & onboarding


sales call management


relationship management





competitive intelligence


customer case management


promotion management


content management

content publishing

searching for content


sales document management

proposal & quote management

contract management


loyalty management

identify target customers

customise loyalty program



discount management


social media marketing



performance management


lifetime value management


motivation management


follower management



campaign management



lead qualification



customer feedback management





sales commission management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve ROI

  • Improve efficiency

  • Enter new markets internationally or locally

  • Scale best practices

  • Improve stakeholder relations

  • Improve internal communications

  • See 6 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