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Shape Software vs Surefyre: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Shape Software low Failure Risk for Surefyre medium
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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.

"Easy to use software that was intuitive from the get-go. A far cheaper system than standard platforms out there without any compromises on features. " - Taylor G

"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 Shape Software

Focus area

Shape Software is better than Surefyre for

Software Failure Risk

  • low

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

CRM that connects team, applications, and clients in one centralized hub.

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

SEED

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

capturing leads

Read Reviews (35)

Read Reviews (0)

lead nurturing

Read Reviews (30)

Read Reviews (0)

drip marketing

Read Reviews (19)

Read Reviews (0)

sales document management

Read Reviews (18)

Read Reviews (11)

contract management

Read Reviews (9)

Read Reviews (0)

digital signature

Read Reviews (4)

Read Reviews (0)

proposal & quote management

Read Reviews (3)

Read Reviews (11)

workflow management

Read Reviews (14)

Read Reviews (6)

lead tracking

Read Reviews (13)

Read Reviews (2)

engagement management

Read Reviews (12)

Read Reviews (0)

engaging and following up

Read Reviews (12)

Read Reviews (0)

campaign management

Read Reviews (12)

Read Reviews (0)

campaign monitoring

Read Reviews (5)

Read Reviews (0)

generation of new leads

Read Reviews (8)

Read Reviews (1)

communication management

Read Reviews (7)

Read Reviews (1)

sending & publishing communications

Read Reviews (6)

Read Reviews (1)

competitive intelligence

Read Reviews (4)

Read Reviews (0)

sales call management

Read Reviews (3)

Read Reviews (0)

helpdesk management

Read Reviews (3)

Read Reviews (0)

billing and invoice management

Read Reviews (2)

Read Reviews (0)

advocacy management

Read Reviews (2)

Read Reviews (0)

conversion management

Read Reviews (2)

Read Reviews (0)

training & onboarding

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (2)

Read Reviews (0)

social media analytics

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (0)

sales commission management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 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

low

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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