I look up customer information that we have on Surefyre in order to streamline my workflow or communicate with patients in order to review or confirm information.

Every single piece of information that I need can be found on this software thanks to my company and the developers.

Very difficult to get into at first, once you get the hang of it then it is very easy. Until then, it can be frustrating.

I use the software on a daily basis to sell commercial insurance lines: General Liability, Commercial Auto, Excess, Payroll, Work Comp, Inland Marine, Bonds Etc. Anybody with any relevant office experience should be able to learn easily. Google integrated and internet based platform with tabs for outbound email and click to add calendar Create &/or scrape databases to build individual files General tab has all client info including ability to easily save email and other relevant info Generate notes at the bottom of each file & tagging features to notify team members Easy to add products with a status "Deal Close/Quoted/2nd Call/Docs Out" and their corresponding prices when the sale is closed Easily generate excel reports for each salesperson, product etc. File/Document Generator (Insurance Certificates) & Echo Sign Integrated

Cannot Call Directly From Software Can add to calendar but not remove Would be nice to integrate into google drive one day.

screaming into the void

The only positive thing I can say about SureFyre is that it was cheap

nothing, and I can't stress this enough, NOTHING works

This system has allowed for reporting to be created without utilizing spreadsheets manually. System intergration, tag features, and customer support have made this system essential for our company moving forward.

User friendly system that allows intergration with other systems for enrollment services. This system allows customization with reporting, layout, etc. Customer support is amazing with fast response times to any questions or concerns.

Not really a con for the software but figuring out what type of report you want to create and filtering the way that you need to takes a moment. This is mainly a user issue, not a software issue. Reporting is easy to read and customizable.

Overall, this team is talented, friendly, innovative and most of all offers a comfortable solution to small business CRM needs.

Customer service and his team have given insurmountable value to our small brokerage firm. We needed a customizable CRM and they delivered what I feel has been the best product I've seen. They are supportive, speak in a language we all understand and have never given us push-back when we ask difficult questions.

As with any CRM there are challenges to operation but customer service executive made sure everything ran smoothly when given the question or issue at hand.