Comparison Summary
Introducing 4Degrees and Practifi
4Degrees, and Practifi 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.
4Degrees covers Relationship Management, Deal Management, Engagement Management, Pipeline Management, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"It's easy to use, it's intuitive, and it's more affordable than other options. " - Michael O'Neill
"Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. " - Kyle Wesley
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.
About
Intelligent relationship management for deal-driven teams,
Business management platform powering growing financial advice firms
Financials
PRIVATE
SERIES B
Business Need
Total Processes
(we found evidences for)
22
33
Total Goals
(we found evidences for)
2
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Acquire customers
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Enhance customer relationships
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Scale best practices
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Increase sales & revenue
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Enter new markets internationally or locally
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Launch new products
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Improve visibility
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Build brand awareness
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Manage risk
- See 6 more
Top Channels
Channels Used
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
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e-mail
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offline
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on premises
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mobile
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promotions
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website
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mobile app
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
