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HubSpot CRM vs Practifi: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of HubSpot CRM vs. Practifi is based on a specific set of business needs and context. The comparison uses 42250 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing HubSpot CRM and Practifi

HubSpot CRM, Practifi, Hubspot Sales Hub, Zoho 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.

HubSpot CRM covers Communication Management with E-Mail, Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking with E-Mail, etc.

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

"You’re dealing with one contact record. There are no sync issues, no messing around with the APIs, no deciding which system is the master and which system can overwrite data in the other system. This has empowered us to stop wasting time on integrat...ion challenges and focus on getting the process right. " - Matthew Wellschlager

"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.


logo HubSpot CRM

Focus area

HubSpot CRM is better than Practifi for

Software Failure Risk

  • medium

logo Practifi

Focus area

Software Failure Risk

  • low

About

HubSpot CRM | For Sales Leaders

Business management platform powering growing financial advice firms

Age

2006

Financials

IPO

SERIES B

Business Need

Total Processes
(we found evidences for)

145

33

Total Goals
(we found evidences for)

19

9

Top Processes

Evidences indicate better relative satisfaction


communication management

tracking & monitoring communications

sending & publishing communications


engagement management

engaging and following up

engaging with scheduling & cadence


contact list management

creating contact list

enriching contact list



social media management

social media analytics

scheduling post to social media

engaging on social media

monitoring social media

managing social media account




sales call management

call transcription


generation of new leads


content publishing

searching for content


campaign management

campaign monitoring

campaign analytics


training & onboarding


helpdesk management




sales document management

proposal & quote management

contract management





pipeline management


conversion management


relationship management




promotion management


discount management


social media marketing


business development


lead qualification

lead qualification: behavioural

lead qualification: demographic

lead qualification: technographic

lead qualification: firmographic




knowledge management

creating knowledge base



account management


customer feedback management

measuring customer satisfaction

measuring net promoter score




opportunity management


sales review & feedback


database marketing


follower management


performance management



competitive intelligence


loyalty management

identify target customers


products & pricelist management




calendar management



segmentation and targeting


personalized marketing


courses & assessment

create learning path

track learning progress



rating and review management





trade show marketing



lifetime value management


outbound marketing


touchpoint management



revenue cycle management



conference call management


channel management



category management


advocacy management



motivation management




distribution management


community marketing



customer case management



international marketing





merger and acquisition



community building


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve ROI

  • Scale best practices

  • Grow market share

  • Improve internal communications

  • Enter new markets internationally or locally

  • Improve digital and social presence

  • Improve stakeholder relations

  • Improve efficiency

  • Build brand awareness

  • Improve visibility

  • Launch new products

  • Shorten ramp up time

  • Establish thought leadership

  • Improve consistency

  • Improve brand engagement

  • Increase customer life time value

  • See 16 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

medium

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low

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting