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Creatio AI CRM vs Surefyre Comparison (2026)
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Good recommendations?
Creatio AI CRM
5
121
4
24
3
2
2
1
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Surefyre
5
14
4
2
3
0
2
0
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Creatio is an AI CRM and workflow platform where people and AI agents work together with no limits on users, agents, or workflows. Built for midsize and large organizations.
Surefyre is a cloud-based customer relationship management (CRM) solution designed for the needs of insurance agents. It is suitable for multiple types of carriers including property, casualty, life, and health care insurance providers. The application retains customer information by automatically generating personal and commercial policies whenever new leads are added to the system. This allows agents to receive a commission on all sales generated after sending just one lead.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.7
151
5
4
3
2
1
121
24
2
1
3
- Value for money
- Ease of use
- Features
- Customer support
4.6
17
5
4
3
2
1
14
2
0
0
1
- Value for money
- Ease of use
- Features
- Customer support
Pros
Fernando V.
Data Architect
Fernando V.
Data Architect
Eduardo C.
CRO
Pros
Not enoughreviews yet
Cons
Vine S.
Software Engineer
Fernando V.
Data Architect
Nicole R.
Marketing Specialist
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review3 years ago
Key features
- Total features180
- A/B Testing
- ACH Payment Processing
- AI Predictive Insights
- AI Predictive Maintenance
- AI Summarization
- AI Text Generation
- AI Text Summarization
- AI Text-to-Speech
- AI Writing Assistant
- AI and Automation
- AI-Based Risk Scoring
- AI-Based Talent Matching
- AI-Chatbot for Citizen Support
- AI-Driven Fraud Detection
- AI-Powered Tender Analysis
- AI/Machine Learning
- API
- APIs
- ATM Management
- Access Controls/Permissions
- Account-Based Engagement
- Accounting
- Accounting Integration
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Adaptive Learning
- Administrator Access
- Advanced Search
- Agent Interface
- Agent Scheduling and Assignment
- Alerts
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Analysis
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Artificial Intelligence
- Asset Lifecycle Management
- Asset Tracking
- Assignment Management
- At Risk Customers
- Attachments/Screencasts
- Audience Targeting
- Audio File Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Auto-Dialer
- Automated Alerts and Tasks
- Automated Decisioning/Underwriting
- Automated Email Responses
- Automated Emails
- Automated Follow-Ups
- Automated Note Taking
- Automated Notices
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automated Voicemails
- Automated response
- Automatic Call Distribution
- Automatic Funds Distribution
- Automation
- Autonomous Task Execution
- Autoresponders
- Bank Reconciliation
- Barcode/Ticket Scanning
- Basic Reporting
- Batch Processing
- Behavior Analytics
- Behavior Tracking
- Benchmarking
- Bid Management
- Billing & Invoicing
- Billing Rate Management
- Bills of Material
- Bonds/Stocks
- Booking Management
- Borrower Management
- Brand Tracking
- Breadth of Partner Applications
- Broker/Agent Portal
- Browser Extension
- Budget Planning & Allocation
- Budgeting
- Budgeting/Forecasting
- Building and Personalizing Emails
- Business Card/Badge Scanning
- Business Loans
- Business Process Automation
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Calendaring
- Call Center Features
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Call Reporting
- Call Routing
- Call Scripting
- Call Tracking
- Call Transfer
- Call Types
- Callback Scheduling
- Caller ID
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Cancellation Tracking
- Capacity Planning
- Carrier Upload
- Case Management
- Cash Application
- Cash Flow Management
- Cash Management
- Catalog Management
- Categorization/Grouping
- Change Management
- Change Order Management
- Channel Management
- Charting
- Chat/Messaging
- Chatbot
- Churn Management
- Claims Management
- Click-to-Call
- Client Communication Tools
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Clock In/Out
- Cloud
- Coaching
- Code Enforcement
- Collaboration Tools
- Collateral Tracking
- Collection Agencies
- Collections Effectiveness
- Commenting/Notes
- Commercial
- Commercial Lines
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Commissions
- Commodity Futures
- Communication History
- Communication Management
- Comparative Insurance Rating
- Competitive Analysis
- Compliance
- Compliance Control
- Compliance Management
- Compliance Tracking
- Computer Telephony Integration
- Concurrent Calling
- Configurable Workflow
- Consolidation/Roll-Up
- Construction Loans
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Library
- Content Management
- Content Sharing
- Content Utilization
- Contract Management
- Contract Performance
- Contract/License Management
- Conversation Intelligence
- Dashboard
- Document Management
- Document Storage
- Email Management
- For Auto Insurance
- For Casualty Insurance
- For Disability Insurance
- For Homeowners Insurance
- For Long Term Care
- For Medical Malpractice
- For Personal Insurance
- For Professional Liability
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Lead Management
- Lead Qualification
- MGA Administration
- Marketing Automation
- Multi-State
- Multiple Line Rating
- Performance Metrics
- Policy Issuance
- Policy Management
- Quotes/Estimates
- Rating Engine
- Reinstatement Tracking
- Reinsurance Administration
- Renewal Management
- Reporting/Analytics
- Risk Assessment
- Sales Pipeline Management
- Search/Filter
- Segmentation
- Self Service Portal
- Task Management
- Underwriting Management
- Workflow Management
- Total features51
- A/B Testing
- ACH Payment Processing
- AI Predictive Insights
- AI Predictive Maintenance
- AI Summarization
- AI Text Generation
- AI Text Summarization
- AI Text-to-Speech
- AI Writing Assistant
- AI and Automation
- AI-Based Risk Scoring
- AI-Based Talent Matching
- AI-Chatbot for Citizen Support
- AI-Driven Fraud Detection
- AI-Powered Tender Analysis
- AI/Machine Learning
- API
- APIs
- ATM Management
- Access Controls/Permissions
- Account-Based Engagement
- Accounting
- Accounting Integration
- Accrual Accounting
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Adaptive Learning
- Administrator Access
- Advanced Search
- Agent Interface
- Agent Scheduling and Assignment
- Alerts
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Analysis
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Artificial Intelligence
- Asset Lifecycle Management
- Asset Tracking
- Assignment Management
- At Risk Customers
- Attachments/Screencasts
- Audience Targeting
- Audio File Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Auto-Dialer
- Automated Alerts and Tasks
- Automated Decisioning/Underwriting
- Automated Email Responses
- Automated Emails
- Automated Follow-Ups
- Automated Note Taking
- Automated Notices
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automated Voicemails
- Automated response
- Automatic Call Distribution
- Automatic Funds Distribution
- Automation
- Autonomous Task Execution
- Autoresponders
- Bank Reconciliation
- Barcode/Ticket Scanning
- Basic Reporting
- Batch Processing
- Behavior Analytics
- Behavior Tracking
- Benchmarking
- Bid Management
- Billing & Invoicing
- Billing Rate Management
- Bills of Material
- Bonds/Stocks
- Booking Management
- Borrower Management
- Brand Tracking
- Breadth of Partner Applications
- Broker/Agent Portal
- Browser Extension
- Budget Planning & Allocation
- Budgeting
- Budgeting/Forecasting
- Building and Personalizing Emails
- Business Card/Badge Scanning
- Business Loans
- Business Process Automation
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Calendaring
- Call Center Features
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Call Reporting
- Call Routing
- Call Scripting
- Call Tracking
- Call Transfer
- Call Types
- Callback Scheduling
- Caller ID
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Cancellation Tracking
- Capacity Planning
- Carrier Upload
- Case Management
- Cash Application
- Cash Flow Management
- Cash Management
- Catalog Management
- Categorization/Grouping
- Change Management
- Change Order Management
- Channel Management
- Charting
- Chat/Messaging
- Chatbot
- Churn Management
- Claims Management
- Click-to-Call
- Client Communication Tools
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Clock In/Out
- Cloud
- Coaching
- Code Enforcement
- Collaboration Tools
- Collateral Tracking
- Collection Agencies
- Collections Effectiveness
- Commenting/Notes
- Commercial
- Commercial Lines
- Commercial Mortgages
- Commission Calculations
- Commission Management
- Commissions
- Commodity Futures
- Communication History
- Communication Management
- Comparative Insurance Rating
- Competitive Analysis
- Compliance
- Compliance Control
- Compliance Management
- Compliance Tracking
- Computer Telephony Integration
- Concurrent Calling
- Configurable Workflow
- Consolidation/Roll-Up
- Construction Loans
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Library
- Content Management
- Content Sharing
- Content Utilization
- Contract Management
- Contract Performance
- Contract/License Management
- Conversation Intelligence
- Dashboard
- Document Management
- Document Storage
- Email Management
- For Auto Insurance
- For Casualty Insurance
- For Disability Insurance
- For Homeowners Insurance
- For Long Term Care
- For Medical Malpractice
- For Personal Insurance
- For Professional Liability
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Interaction Tracking
- Internal Chat Integration
- Lead Management
- Lead Qualification
- MGA Administration
- Marketing Automation
- Multi-State
- Multiple Line Rating
- Performance Metrics
- Policy Issuance
- Policy Management
- Quotes/Estimates
- Rating Engine
- Reinstatement Tracking
- Reinsurance Administration
- Renewal Management
- Reporting/Analytics
- Risk Assessment
- Sales Pipeline Management
- Search/Filter
- Segmentation
- Self Service Portal
- Task Management
- Underwriting Management
- Workflow Management
Integrations
- Total integrations17
- Asterisk
- Avaya Experience Platform
- Brandwatch
- GoTo Meeting
- Google Calendar
- Google Contacts
- Infobip
- Meta for Business
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft Teams
- Microsoft Word
- Pentaho
- Tableau
- Twitter/X
- Zoom Workplace
- Total integrationsN/A
- Asterisk
- Avaya Experience Platform
- Brandwatch
- GoTo Meeting
- Google Calendar
- Google Contacts
- Infobip
- Meta for Business
- Microsoft Excel
- Microsoft Outlook
- Microsoft Power BI
- Microsoft Teams
- Microsoft Word
- Pentaho
- Tableau
- Twitter/X
- Zoom Workplace
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