Blackbaud CRM vs. Surefyre: Comparing Best CRM Solutions 2026

Overview: Blackbaud CRM and Surefyre as CRM Category solutions.

Blackbaud CRM: Blackbaud CRM offers advanced fundraising and CRM software for organizations. Productive relationships are built using industry-leading tools.

Surefyre: Surefyre is configurable underwriting automation software that eliminates manual work. It maximizes efficiency for any P&C MGA, wholesaler, or carrier.

This comparison of Blackbaud CRM vs. Surefyre draws on 786 Cuspera insights from customer stories. The use cases and topics below show where the two products overlap and where each one stands apart.

Blackbaud CRM supports Fundraising campaign management, Fundraising and donor management, Donor relationship management, Donor management and segmentation, etc.

Surefyre supports Agency management automation, Underwriting workflow automation, Insurance agency workflow automation, Automated renewal communication for insurance policies, etc.

Evidence shows that both products are used for Workflow automation, Customer engagement, Compliance management, Workforce management, etc.

Blackbaud CRM also covers Fundraising management, Fundraising, Grant management, Education management, etc.

Surefyre also covers Insurance operations, Agency management, Content management, Employee onboarding, etc.

Top use cases: Blackbaud CRM vs Surefyre

Use cases tied to Blackbaud CRM and Surefyre from verified data sources. Click any use case for supporting evidences.

Blackbaud CRM Surefyre

Top Capabilities: Blackbaud CRM vs Surefyre

Lengths: relative topic prominence (square-root scale) · Labels: comparison split. Click any item for supporting evidences.

Blackbaud CRM
Shared
Surefyre
Shared by both · Topics
Blackbaud CRM only
Surefyre only

Deployed Market Segments: Blackbaud CRM vs Surefyre

Share of peer evidence by company size for Blackbaud CRM and Surefyre. Each product segments add up to 100%. Click any segment for supporting evidence.

Blackbaud CRM 100%
Surefyre 100%

Blackbaud CRM and Surefyre: Best activities based on customer satisfaction

Blackbaud CRM in Action: Unique Activities

How does Blackbaud CRM facilitate Contact List Management?
Blackbaud CRM enables comprehensive contact management, allowing users to collect biographical information, track giving history, and manage campaign interactions. nThe platform facilitates tracking donor contacts, reports, and giving information across various fields, including alumni and donor relations. nIt also supports media uploads, action track creation, and membership selling and tracking.
"...I used it in the development department in a variety of ways: Donor information-donation tracking, contactable informationWebsite platformMembership selling and trackingManaging campaignsEvent..." Peer review by Vice-President in Other
How does Blackbaud CRM facilitate Relationship Management?
Blackbaud CRM is a cloud-based solution that helps enterprise-level nonprofits manage fundraising and marketing activities.nIt provides comprehensive customer relationship management features, including reporting and data analysis.nThis software helps organizations build stronger relationships with their constituents by enabling them to tailor their approach based on individual needs.
"...Blackbaud CRM is a cloud fundraising and relationship management solution built on Microsoft Azure specifically for enterprise-level fundraising and marketing needs...." Peer review from Blackbaud

Surefyre in Action: Unique Activities

How can Surefyre enhance your Workflow Management process?
Workflow management capabilities allow for flexible customization to match specific business processes. The platform enables the creation and customization of workflows. Furthermore, users can generate reports for data-driven insights.
"...Their tools allow you to create and customize workflows, directly call or email from within the program, or even run reports for up-to-the-minute insights into your business...." Best CRM Software & Systems for Insurance Agents and Brokers

News

Latest Blackbaud CRM news

BILL Expands Embedded Payments Reach With Blackbaud Partnership

BILL Holdings partners with Blackbaud to integrate its payment-processing capabilities into Blackbaud's Financial Edge NXT via Payment Assistant. This integration aims to streamline accounts payable processes for nonprofit and education finance teams, enhancing invoice processing and vendor payments. The phased rollout will initially support U.S.-based customers, with further integrations planned.

29/09/2026 - source

Latest Surefyre news

Vertafore brings AI agents to independent insurance agencies - FinTech Global

Vertafore launched its Agentic Agency strategy with four new Velocity AI agents to streamline workflows for independent insurance agencies. These agents, part of the Velocity AI Platform, enhance policy servicing, document research, and routine operations. They aim to significantly reduce processing times and are set for general release by the end of 2026.

27/09/2026 - source