Comparison Summary
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.
"What was needed was a software that could automate data entry into a system that easily tracks all of their requests while notifying all the stakeholders of the completion of every stage in the process. " - Jessica Kosty
"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
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
Top Goals
Goals Achieved
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Enhance customer relationships
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Increase sales & revenue
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Acquire customers
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Enter new markets internationally or locally
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Launch new products
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Scale best practices
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Improve stakeholder relations
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Grow market share
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Improve internal communications
- See 6 more
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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
