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 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
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
Top Goals
Goals Achieved
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Enhance customer relationships
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Increase sales & revenue
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Improve efficiency
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Acquire customers
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Improve ROI
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Improve internal communications
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Improve stakeholder relations
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Improve brand engagement
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Establish thought leadership
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Scale best practices
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Increase customer life time value
- See 8 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
