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Gold-Vision CRM vs Practifi: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Gold-Vision CRM low Failure Risk for Practifi low
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Comparison Summary

This comparison report of Gold-Vision CRM vs. Practifi is based on a specific set of business needs and context. The comparison uses 1525 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Gold-Vision CRM and Practifi

Gold-Vision CRM, Practifi, Claritysoft CRM, Salesflare, 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.

Gold-Vision CRM covers Communication Management with E-Mail, Engagement Management, Campaign Management with E-Mail, Sales Document Management, etc.

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

"Gold-Vision is very intuitive. The learning curve for the sales team was kept to a minimum. " - STEVEN PERKINS

"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 Gold-Vision CRM

Focus area

Gold-Vision CRM is better than Practifi for

Software Failure Risk

  • low

logo Practifi

Focus area

Software Failure Risk

  • low

About

A complete CRM solution, highly configurable and scales in-line with business needs.

Business management platform powering growing financial advice firms

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

54

33

Total Goals
(we found evidences for)

9

9

Top Processes

Evidences indicate better relative satisfaction

communication management

Read Reviews (33)

Read Reviews (10)

tracking & monitoring communications

Read Reviews (29)

Read Reviews (8)

engagement management

Read Reviews (30)

Read Reviews (16)

engaging and following up

Read Reviews (24)

Read Reviews (12)

campaign management

Read Reviews (27)

Read Reviews (1)

campaign analytics

Read Reviews (3)

Read Reviews (0)

sales document management

Read Reviews (22)

Read Reviews (0)

proposal & quote management

Read Reviews (21)

Read Reviews (0)

contact list management

Read Reviews (12)

Read Reviews (5)

creating contact list

Read Reviews (1)

Read Reviews (2)

helpdesk management

Read Reviews (11)

Read Reviews (6)

training & onboarding

Read Reviews (9)

Read Reviews (2)

workflow management

Read Reviews (8)

Read Reviews (27)

generation of new leads

Read Reviews (8)

Read Reviews (1)

pipeline management

Read Reviews (7)

Read Reviews (2)

relationship management

Read Reviews (4)

Read Reviews (1)

business development

Read Reviews (4)

Read Reviews (0)

loyalty management

Read Reviews (3)

Read Reviews (0)

identify target customers

Read Reviews (2)

Read Reviews (0)

customer feedback management

Read Reviews (2)

Read Reviews (1)

measuring customer satisfaction

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (2)

Read Reviews (2)

social media analytics

Read Reviews (2)

Read Reviews (2)

content management

Read Reviews (2)

Read Reviews (0)

content curation

Read Reviews (2)

Read Reviews (0)

products & pricelist 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)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Improve internal communications

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Build brand awareness

  • Improve consistency

  • Grow market share

  • Scale best practices

  • See 6 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

low

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low

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Security & Privacy Risk

low

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low

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Integration Risk

low

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low

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Migration Risk

low

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting