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

Wise Agent vs Surefyre: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Wise Agent medium Failure Risk for Surefyre medium
Know More

Comparison Summary

This comparison report of Wise Agent vs. Surefyre is based on a specific set of business needs and context. The comparison uses 1900 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Wise Agent and Surefyre

Wise Agent, Surefyre, IXACT Contact, Market Leader, 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.

Wise Agent covers Contact List Management with Phone Calls, Drip Marketing with E-Mail, Engagement Management with Phone Calls, Communication Management with E-Mail, etc.

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

"Industry, Wise Agent has made it possible for me to retain my database, create flyers for my clients, and share with new agents just getting into the business. I have been using wise agent since I think 2003. Would not change to anyone else. I can l...ook things up from any computer no matter where I am. " - Bekki Booth

"Our old portal would take months if not years to push enhancements. Surefyre’s services team scope out every request, evaluate proposed solutions, and offer time saving, essential API integrations. All this comes at a fraction of the cost because th...ey are truly experts in offering a cloud based system that is always adapting to our growing needs. It’s great to work with a team that shares our commitment to customer service and taking out all the mystery from the underwriting. " - Ashley Dodge

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 Wise Agent

Focus area

Wise Agent is better than Surefyre for

Software Failure Risk

  • medium

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

Real Estate CRM Software to increase the productivity

Submission automation platform for modern MGAs, wholesalers, and carriers

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

58

11

Total Goals
(we found evidences for)

5

2

Top Processes

Evidences indicate better relative satisfaction

contact list management

Read Reviews (120)

Read Reviews (0)

contacts history

Read Reviews (18)

Read Reviews (0)

creating contact list

Read Reviews (6)

Read Reviews (0)

tracking contacts

Read Reviews (2)

Read Reviews (0)

drip marketing

Read Reviews (76)

Read Reviews (0)

engagement management

Read Reviews (41)

Read Reviews (0)

engaging and following up

Read Reviews (41)

Read Reviews (0)

communication management

Read Reviews (35)

Read Reviews (1)

sending & publishing communications

Read Reviews (32)

Read Reviews (1)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (0)

generation of new leads

Read Reviews (25)

Read Reviews (1)

lead management

Read Reviews (23)

Read Reviews (0)

campaign management

Read Reviews (19)

Read Reviews (0)

training & onboarding

Read Reviews (17)

Read Reviews (0)

sales document management

Read Reviews (16)

Read Reviews (11)

contract management

Read Reviews (9)

Read Reviews (0)

proposal & quote management

Read Reviews (1)

Read Reviews (11)

helpdesk management

Read Reviews (16)

Read Reviews (0)

products & pricelist management

Read Reviews (7)

Read Reviews (0)

conversion management

Read Reviews (7)

Read Reviews (0)

lead qualification

Read Reviews (3)

Read Reviews (0)

lead qualification: technographic

Read Reviews (3)

Read Reviews (0)

workflow management

Read Reviews (3)

Read Reviews (6)

relationship management

Read Reviews (2)

Read Reviews (1)

calendar management

Read Reviews (2)

Read Reviews (0)

social media 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

  • Enter new markets internationally or locally

  • Scale best practices

  • See 2 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

high

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting