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FreeAgent CRM vs Practifi: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for FreeAgent CRM medium Failure Risk for Practifi low
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Comparison Summary

This comparison report of FreeAgent CRM vs. Practifi is based on a specific set of business needs and context. The comparison uses 1005 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing FreeAgent CRM and Practifi

FreeAgent CRM, Practifi, Claritysoft CRM, Solve 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.

FreeAgent CRM covers Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

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

"I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gi...ves you differentiation. FreeAgent is built with the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. " - Anthony Hegarty

"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 FreeAgent CRM

Focus area

Software Failure Risk

  • medium

logo Practifi

Focus area

Software Failure Risk

  • low

About

CRM and Work Management

Business management platform powering growing financial advice firms

Financials

SEED

SERIES B

Business Need

Total Processes
(we found evidences for)

35

33

Total Goals
(we found evidences for)

11

9

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (20)

Read Reviews (16)

engaging and following up

Read Reviews (13)

Read Reviews (12)

collaboration

Read Reviews (15)

Read Reviews (9)

workflow management

Read Reviews (11)

Read Reviews (27)

generation of new leads

Read Reviews (8)

Read Reviews (1)

helpdesk management

Read Reviews (7)

Read Reviews (6)

training & onboarding

Read Reviews (6)

Read Reviews (2)

contact list management

Read Reviews (4)

Read Reviews (5)

creating contact list

Read Reviews (0)

Read Reviews (2)

sales document management

Read Reviews (4)

Read Reviews (0)

proposal & quote management

Read Reviews (3)

Read Reviews (0)

communication management

Read Reviews (3)

Read Reviews (10)

tracking & monitoring communications

Read Reviews (3)

Read Reviews (8)

sales review & feedback

Read Reviews (2)

Read Reviews (0)

lifetime value management

Read Reviews (2)

Read Reviews (0)

relationship management

Read Reviews (2)

Read Reviews (1)

pipeline management

Read Reviews (1)

Read Reviews (2)

lead qualification

Read Reviews (1)

Read Reviews (2)

rating and review management

Read Reviews (0)

Read Reviews (4)

international marketing

Read Reviews (0)

Read Reviews (2)

social media analytics

Read Reviews (0)

Read Reviews (2)

social media management

Read Reviews (0)

Read Reviews (2)

social media analytics

Read Reviews (0)

Read Reviews (2)

products & pricelist management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 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

medium

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low

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Integration Risk

medium

{{{rsh_C_1}}}

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