Comparison Summary
This comparison report of Shape Software vs. Surefyre is based on a specific set of business needs and context. The comparison uses 598 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Shape Software and Surefyre
Shape Software, 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.
Shape Software covers Capturing Leads with Promotions, Lead Nurturing with Promotions, Drip Marketing with Text SMS, Sales Document Management with Offline, etc.
Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.
"With Shape, everything is made simple and easy to understand. Their customer service is quick and efficient if I ever need help with anything in the system. Before Shape, I was using multiple systems, but now everything is one place. My leads are or...ganized, and everything is tracked with tags. Added bonus: Shape connects to your calendar and emails. " - Nat Connella
"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.
About
CRM that connects team, applications, and clients in one centralized hub.
Submission automation platform for modern MGAs, wholesalers, and carriers
Financials
Business Need
Total Processes
(we found evidences for)
44
11
Total Goals
(we found evidences for)
6
2
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Scale best practices
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Enhance customer relationships
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Improve ROI
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Increase sales & revenue
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Improve internal communications
- See 3 more
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Improve digital and social presence
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Enhance customer relationships
Top Channels
Channels Used
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e-mail
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phone calls
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offline
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point of sale
- See 1 more
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e-mail
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phone calls
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offline
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point of sale
- See 1 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
