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Referral Maker CRM vs Surefyre: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Referral Maker CRM vs. Surefyre is based on a specific set of business needs and context. The comparison uses 393 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Referral Maker CRM and Surefyre

Referral Maker CRM, 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.

Referral Maker CRM covers Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

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

"The CRM system makes my life so much easier. All of my database is in one convenient place, I start it up in the morning and I look at my dashboard and it tells me who I need to call, write notes to and pop by to see. Additionally it keeps track of ...my business and helps in keeping me on track. It is so simple and easy to use. " - Debbie Jett Fredericksburg VA

"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 Referral Maker CRM

Focus area

Referral Maker CRM is better than Surefyre for

Software Failure Risk

  • medium

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

Real estate CRM with lead generation tool offering realtor training and support

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

35

11

Total Goals
(we found evidences for)

3

2

Top Processes

Evidences indicate better relative satisfaction


generation of new leads


engagement management

engaging and following up


contact list management



communication management

sending & publishing communications



helpdesk management


sales document management

contract management

proposal & quote management



training & onboarding



workflow management


sales commission management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

  • 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