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Redtail CRM vs Surefyre: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Redtail CRM low Failure Risk for Surefyre medium
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Comparison Summary

This comparison report of Redtail CRM vs. Surefyre is based on a specific set of business needs and context. The comparison uses 1009 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Redtail CRM and Surefyre

Redtail CRM, Surefyre, Eway CRM, monday sales 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.

Redtail CRM covers Workflow Management, Contact List Management with E-Mail, Engagement Management with Offline, Relationship Management with E-Mail, etc.

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

"Garrett was so kind and patient with me. He spent a lot of time helping me to understand the program and I am so appreciative for his assistance. Not everyone is that patient. Thanks for hiring such a kind and patient young man. " - Judy

"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 Redtail CRM

Focus area

Redtail CRM is better than Surefyre for

Software Failure Risk

  • low

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

Web-based easy-to-use client management solution designed specifically for Financial Professionals which helps to eliminate redundant data entry and create consistency across the platforms used in daily operations.

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

42

11

Total Goals
(we found evidences for)

4

2

Top Processes

Evidences indicate better relative satisfaction

workflow management

Read Reviews (68)

Read Reviews (6)

contact list management

Read Reviews (31)

Read Reviews (0)

contacts history

Read Reviews (4)

Read Reviews (0)

engagement management

Read Reviews (24)

Read Reviews (0)

engaging and following up

Read Reviews (20)

Read Reviews (0)

training & onboarding

Read Reviews (15)

Read Reviews (0)

relationship management

Read Reviews (15)

Read Reviews (1)

communication management

Read Reviews (8)

Read Reviews (1)

sending & publishing communications

Read Reviews (5)

Read Reviews (1)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (0)

helpdesk management

Read Reviews (7)

Read Reviews (0)

social media management

Read Reviews (5)

Read Reviews (0)

social media analytics

Read Reviews (2)

Read Reviews (0)

scheduling post to social media

Read Reviews (2)

Read Reviews (0)

campaign management

Read Reviews (3)

Read Reviews (0)

follower management

Read Reviews (2)

Read Reviews (0)

conference call management

Read Reviews (2)

Read Reviews (0)

sales call management

Read Reviews (2)

Read Reviews (0)

meeting management

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (0)

lead qualification: technographic

Read Reviews (2)

Read Reviews (0)

proposal & quote management

Read Reviews (0)

Read Reviews (11)

sales document management

Read Reviews (0)

Read Reviews (11)

proposal & quote management

Read Reviews (0)

Read Reviews (11)

sales commission management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Increase sales & revenue

  • See 1 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

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting