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Practifi vs Surefyre: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Practifi vs. Surefyre is based on a specific set of business needs and context. The comparison uses 566 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Practifi and Surefyre

Practifi, and Surefyre 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.

Practifi covers Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.

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

"Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations. " - Andrew Godfrey

"After laboring on a proprietary solution for nearly six months we decided to demo Surefyre. What a great decision. Four weeks later Surefyre launched and we began accepting submissions mapped directly to our rating module. The Surefyre team understa...nds the P&C business and can implement solutions quickly and effectively. They are a valued partner in the ongoing success and growth of our business. " - Tom Gillingham

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 Practifi

Focus area

Software Failure Risk

  • low

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

Business management platform powering growing financial advice firms

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

SERIES B

SEED

Business Need

Total Processes
(we found evidences for)

33

11

Total Goals
(we found evidences for)

9

2

Top Processes

Evidences indicate better relative satisfaction


workflow management


engagement management

engaging and following up


communication management

tracking & monitoring communications



helpdesk management


contact list management

creating contact list


rating and review management




pipeline management


international marketing


training & onboarding


social media management

social media analytics


products & pricelist management


lead qualification


proposal & quote management


sales document management

proposal & quote management


sales commission management


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Increase sales & revenue

  • Enter new markets internationally or locally

  • Launch new products

  • Improve visibility

  • Build brand awareness

  • Manage risk

  • 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

low

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No Data

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Security & Privacy Risk

low

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting