Comparison Summary
Introducing Close CRM and Practifi
Close CRM, Practifi, Salesmate Sales CRM, Freshsales, 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.
Close CRM covers Engagement Management with E-Mail, Sales Call Management with Phone Calls, Communication Management with E-Mail, Lead Management with E-Mail, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"Having Custom Activities has reduced our need to open other apps on a call, copy and paste, or even remember what questions need to be asked. This saves an incredible amount of time when gathering information. " - Mojan Butler
"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.
About
Inside Sales Software CRM with Calling & Emailing
Business management platform powering growing financial advice firms
Age
2013
Financials
SEED
SERIES B
Business Need
Total Processes
(we found evidences for)
89
33
Total Goals
(we found evidences for)
12
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Enhance customer relationships
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Scale best practices
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Improve internal communications
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Improve ROI
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Increase customer life time value
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Enter new markets internationally or locally
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Improve efficiency
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Grow market share
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Build brand awareness
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Manage risk
- See 9 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
