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

C2CRM vs Practifi: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for C2CRM medium Failure Risk for Practifi low
Know More

Comparison Summary

This comparison report of C2CRM vs. Practifi is based on a specific set of business needs and context. The comparison uses 979 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing C2CRM and Practifi

C2CRM, Practifi, Solve CRM, FreeAgent CRM, 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.

C2CRM covers Drip Marketing with Newsletter, Social Media Management with Mobile, Relationship Management, Sales Document Management with E-Mail, etc.

Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.

"C2CRM allows us to manage large amounts of technical documents required by our customers as well as track the dissemination of the documents to the customers and conversations associated with that process. " - Douglas B

"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.


logo C2CRM

Focus area

Software Failure Risk

  • medium

logo Practifi

Focus area

Software Failure Risk

  • low

About

Flexible CRM that manages client relationships throughout the sales cycle.

Business management platform powering growing financial advice firms

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

43

33

Total Goals
(we found evidences for)

9

9

Top Processes

Evidences indicate better relative satisfaction

drip marketing

Read Reviews (15)

Read Reviews (0)

social media management

Read Reviews (13)

Read Reviews (2)

social media analytics

Read Reviews (13)

Read Reviews (2)

relationship management

Read Reviews (12)

Read Reviews (1)

workflow management

Read Reviews (12)

Read Reviews (27)

sales document management

Read Reviews (12)

Read Reviews (0)

proposal & quote management

Read Reviews (12)

Read Reviews (0)

collaboration

Read Reviews (10)

Read Reviews (9)

contact list management

Read Reviews (7)

Read Reviews (5)

products & pricelist management

Read Reviews (4)

Read Reviews (2)

helpdesk management

Read Reviews (3)

Read Reviews (6)

generation of new leads

Read Reviews (3)

Read Reviews (1)

knowledge management

Read Reviews (3)

Read Reviews (0)

campaign management

Read Reviews (2)

Read Reviews (1)

engagement management

Read Reviews (2)

Read Reviews (16)

engaging and following up

Read Reviews (2)

Read Reviews (12)

communication management

Read Reviews (2)

Read Reviews (10)

tracking & monitoring communications

Read Reviews (1)

Read Reviews (8)

training & onboarding

Read Reviews (2)

Read Reviews (2)

lead qualification

Read Reviews (1)

Read Reviews (2)

pipeline management

Read Reviews (1)

Read Reviews (2)

rating and review management

Read Reviews (0)

Read Reviews (4)

international marketing

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Acquire customers

  • Enter new markets internationally or locally

  • Launch new products

  • Scale best practices

  • Improve stakeholder relations

  • Grow market share

  • Improve internal communications

  • See 6 more

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Increase sales & revenue

  • Enter new markets internationally or locally

  • Launch new products

  • Improve visibility

  • Build brand awareness

  • Manage risk

  • See 6 more

Top Channels

Channels Used

  • e-mail

  • offline

  • on premises

  • mobile

  • promotions

  • website

  • mobile app

  • See 4 more

  • e-mail

  • offline

  • on premises

  • mobile

  • promotions

  • website

  • mobile app

  • See 4 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting