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Surefyre vs Zoho Bigin: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Surefyre vs. Zoho Bigin is based on a specific set of business needs and context. The comparison uses 412 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Surefyre and Zoho Bigin

Surefyre, and Zoho Bigin 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.

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

Zoho Bigin focuses on Engagement Management with Phone Calls, Training & Onboarding, Workflow Management with E-Mail, Pipeline Management, etc.

"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

"As a consultant I don't have a high sales volume that requires a full CRM. But I do need to track deals as the sales cycles are long and complicated. Bigin offers an affordable and full featured platform that integrates wonderfully with my Zoho envi...ronment. I also have confidence that when I do graduate to the full Zoho CRM the transition will be seamless. The call integration features are a great plus. I am excited to keep using this service as it evolves. Thank you to the Zoho team, you always surprise and never disappoint! " - Steve Perpich

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 Surefyre

Focus area

Software Failure Risk

  • medium

logo Zoho Bigin

Focus area

Software Failure Risk

  • medium

About

Submission automation platform for modern MGAs, wholesalers, and carriers

Zoho Bigin | A powerful CRM solution for small and micro businesses manage their customer relationships

Age

1996

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

11

29

Total Goals
(we found evidences for)

2

6

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management


workflow management



sales commission management


relationship management


generation of new leads


communication management

sending & publishing communications



engaging and following up


engagement management

engaging and following up


training & onboarding


pipeline management



lead qualification



sales call management


contact list management


conversion management


business development





Top Goals

Goals Achieved

  • Improve digital and social presence

  • Enhance customer relationships

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve stakeholder relations

  • Launch new products

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • social media

  • LinkedIn

  • website

  • See 2 more
  • phone calls

  • e-mail

  • social media

  • LinkedIn

  • website

  • See 2 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

No Data

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medium

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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