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CiviCRM vs Practifi: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for CiviCRM medium Failure Risk for Practifi low
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Comparison Summary

This comparison report of CiviCRM vs. Practifi is based on a specific set of business needs and context. The comparison uses 1808 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing CiviCRM and Practifi

CiviCRM, Practifi, Neon CRM, Giveffect, 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.

CiviCRM covers Contact List Management with Offline, Communication Management with E-Mail, Membership Management with Offline, Event Management with Offline, etc.

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

"The Calibrate team took up this challenge with great enthusiasm. Both during the preliminary phase (wireframes, UX and design) as during the various development phases, they were always open to discussion, new suggestions or changes. Moreover, they ...always looked for feasible solutions taking into account the budget and tight timing. Excellent project management and transparent communication ensured a pleasant collaboration. " - Margit Bal

"Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations. " - Andrew Godfrey

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 CiviCRM

Focus area

CiviCRM is better than Practifi for

Software Failure Risk

  • medium

logo Practifi

Focus area

Software Failure Risk

  • low

About

Open source CRM software for nonprofits

Business management platform powering growing financial advice firms

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

49

33

Total Goals
(we found evidences for)

4

9

Top Processes

Evidences indicate better relative satisfaction

contact list management

Read Reviews (70)

Read Reviews (5)

tracking contacts

Read Reviews (17)

Read Reviews (0)

creating contact list

Read Reviews (5)

Read Reviews (2)

contacts history

Read Reviews (3)

Read Reviews (0)

communication management

Read Reviews (38)

Read Reviews (10)

sending & publishing communications

Read Reviews (15)

Read Reviews (0)

membership management

Read Reviews (33)

Read Reviews (0)

event management

Read Reviews (31)

Read Reviews (0)

engagement management

Read Reviews (25)

Read Reviews (16)

engaging and following up

Read Reviews (20)

Read Reviews (12)

relationship management

Read Reviews (21)

Read Reviews (1)

customer case management

Read Reviews (19)

Read Reviews (0)

workflow management

Read Reviews (15)

Read Reviews (27)

training & onboarding

Read Reviews (14)

Read Reviews (2)

campaign management

Read Reviews (9)

Read Reviews (1)

campaign monitoring

Read Reviews (3)

Read Reviews (1)

helpdesk management

Read Reviews (8)

Read Reviews (6)

sales document management

Read Reviews (8)

Read Reviews (0)

proposal & quote management

Read Reviews (5)

Read Reviews (0)

contract management

Read Reviews (3)

Read Reviews (0)

community building

Read Reviews (7)

Read Reviews (0)

content management

Read Reviews (6)

Read Reviews (0)

courses & assessment

Read Reviews (3)

Read Reviews (0)

create learning path

Read Reviews (3)

Read Reviews (0)

sales call management

Read Reviews (3)

Read Reviews (0)

meeting management

Read Reviews (2)

Read Reviews (0)

subscription management

Read Reviews (2)

Read Reviews (0)

advocacy management

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (1)

Read Reviews (2)

social media analytics

Read Reviews (1)

Read Reviews (2)

products & pricelist management

Read Reviews (0)

Read Reviews (2)

rating and review management

Read Reviews (0)

Read Reviews (4)

pipeline management

Read Reviews (0)

Read Reviews (2)

international marketing

Read Reviews (0)

Read Reviews (2)

lead qualification

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Scale best practices

  • Launch new products

  • Grow market share

  • Enhance customer relationships

  • See 1 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

medium

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low

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Security & Privacy Risk

high

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low

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting