cuspera logo CUSPERA
Search Your Reports For Vendors
Your Reports For Vendors

Wealthbox CRM vs Surefyre: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Wealthbox CRM medium Failure Risk for Surefyre medium
Know More

Comparison Summary

This comparison report of Wealthbox CRM vs. Surefyre is based on a specific set of business needs and context. The comparison uses 773 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Wealthbox CRM and Surefyre

Wealthbox CRM, Surefyre, PlanPlus Online, Neon 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.

Wealthbox CRM covers Collaboration with Offline, Workflow Management, Contact List Management with Website, Conference Call Management with Offline, etc.

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

"The collaborative enterprise features and ease of use in Wealthbox are incredible and have helped our firm grow. We’re glad we switched to Wealthbox. " - Rachel Daniels

"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.


logo Wealthbox CRM

Focus area

Wealthbox CRM is better than Surefyre for

Software Failure Risk

  • medium

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

Modern CRM for financial advisors

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

SEED

Business Need

Total Processes
(we found evidences for)

40

11

Total Goals
(we found evidences for)

4

2

Top Processes

Evidences indicate better relative satisfaction

collaboration

Read Reviews (69)

Read Reviews (0)

workflow management

Read Reviews (31)

Read Reviews (6)

contact list management

Read Reviews (26)

Read Reviews (0)

creating contact list

Read Reviews (21)

Read Reviews (0)

conference call management

Read Reviews (23)

Read Reviews (0)

communication management

Read Reviews (16)

Read Reviews (1)

sending & publishing communications

Read Reviews (15)

Read Reviews (1)

training & onboarding

Read Reviews (10)

Read Reviews (0)

engagement management

Read Reviews (9)

Read Reviews (0)

engaging and following up

Read Reviews (9)

Read Reviews (0)

social media management

Read Reviews (7)

Read Reviews (0)

social media analytics

Read Reviews (4)

Read Reviews (0)

managing social media account

Read Reviews (2)

Read Reviews (0)

helpdesk management

Read Reviews (6)

Read Reviews (0)

sales call management

Read Reviews (6)

Read Reviews (0)

meeting management

Read Reviews (6)

Read Reviews (0)

campaign management

Read Reviews (5)

Read Reviews (0)

sales document management

Read Reviews (4)

Read Reviews (11)

proposal & quote management

Read Reviews (1)

Read Reviews (11)

relationship management

Read Reviews (3)

Read Reviews (1)

knowledge management

Read Reviews (3)

Read Reviews (0)

generation of new leads

Read Reviews (3)

Read Reviews (1)

opportunity management

Read Reviews (2)

Read Reviews (0)

pipeline management

Read Reviews (2)

Read Reviews (0)

sales commission management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Grow market share

  • Improve digital and social presence

  • 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

medium

{{{rsh_C_1}}}

No Data

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting