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Pipeliner CRM vs Surefyre: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Pipeliner CRM medium Failure Risk for Surefyre medium
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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

Read Reviews (91)

Read Reviews (0)

engaging and following up

Read Reviews (81)

Read Reviews (0)

engaging with scheduling & cadence

Read Reviews (3)

Read Reviews (0)

forecasting

Read Reviews (81)

Read Reviews (0)

contact list management

Read Reviews (68)

Read Reviews (0)

contacts history

Read Reviews (2)

Read Reviews (0)

pipeline management

Read Reviews (62)

Read Reviews (0)

workflow management

Read Reviews (49)

Read Reviews (6)

lead management

Read Reviews (46)

Read Reviews (0)

helpdesk management

Read Reviews (40)

Read Reviews (0)

opportunity management

Read Reviews (28)

Read Reviews (0)

generation of new leads

Read Reviews (27)

Read Reviews (1)

business development

Read Reviews (25)

Read Reviews (0)

products & pricelist management

Read Reviews (22)

Read Reviews (0)

social media management

Read Reviews (20)

Read Reviews (0)

social media analytics

Read Reviews (16)

Read Reviews (0)

communication management

Read Reviews (19)

Read Reviews (1)

sending & publishing communications

Read Reviews (17)

Read Reviews (1)

conversion management

Read Reviews (14)

Read Reviews (0)

training & onboarding

Read Reviews (12)

Read Reviews (0)

sales call management

Read Reviews (12)

Read Reviews (0)

relationship management

Read Reviews (12)

Read Reviews (1)

competitive intelligence

Read Reviews (8)

Read Reviews (0)

customer case management

Read Reviews (7)

Read Reviews (0)

promotion management

Read Reviews (7)

Read Reviews (0)

content management

Read Reviews (7)

Read Reviews (0)

content publishing

Read Reviews (2)

Read Reviews (0)

searching for content

Read Reviews (2)

Read Reviews (0)

sales document management

Read Reviews (6)

Read Reviews (11)

proposal & quote management

Read Reviews (4)

Read Reviews (11)

contract management

Read Reviews (2)

Read Reviews (0)

loyalty management

Read Reviews (6)

Read Reviews (0)

identify target customers

Read Reviews (3)

Read Reviews (0)

customise loyalty program

Read Reviews (2)

Read Reviews (0)

discount management

Read Reviews (5)

Read Reviews (0)

social media marketing

Read Reviews (5)

Read Reviews (0)

performance management

Read Reviews (4)

Read Reviews (0)

lifetime value management

Read Reviews (3)

Read Reviews (0)

motivation management

Read Reviews (2)

Read Reviews (0)

follower management

Read Reviews (2)

Read Reviews (0)

campaign management

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (0)

customer feedback management

Read Reviews (2)

Read Reviews (0)

sales commission management

Read Reviews (1)

Read Reviews (2)

SeealllessActivities

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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting