Comparison Summary
Introducing Commence and Practifi
Commence, Practifi, workbooks.com, MarketSharp, 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.
Commence covers Generation Of New Leads with E-Mail, Contact List Management, Campaign Management, Engagement Management with Phone Calls, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"We have found Commence to be remarkably stable and the company has offered excellent support. I consider the product an ideal information management tool. " - Bryan Kiehl
"After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’... the business than ‘in’ the business. " - Robert Baharian
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
Customer Relationship Management (CRM) Software
Business management platform powering growing financial advice firms
Financials
PRIVATE
SERIES B
Business Need
Total Processes
(we found evidences for)
69
33
Total Goals
(we found evidences for)
15
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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Improve internal communications
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Increase sales & revenue
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Improve stakeholder relations
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Improve efficiency
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Launch new products
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Scale best practices
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Build brand awareness
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Improve brand engagement
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Improve ROI
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Improve consistency
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Grow market share
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Increase customer life time value
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Enter new markets internationally or locally
- See 12 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
