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Intouch CRM vs Practifi: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

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

This comparison report of Intouch CRM vs. Practifi is based on a specific set of business needs and context. The comparison uses 972 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Intouch CRM and Practifi

Intouch CRM, Practifi, Karma CRM, Revamp 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.

Intouch CRM covers Helpdesk Management with Chat, Contact List Management with E-Mail, Lead Qualification, Billing And Invoice Management with E-Mail, etc.

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

"Matthew is extremely knowledgeable in sales and marketing technology. He demonstrated that to us loud and clear when he provided Sales Plus Profit with set up, training and consultancy on our InTouch system. He’s very approachable, nothing too much ...bother and above all of this he’s a thoroughly good guy. " - Matt Garman

"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 Intouch CRM

Focus area

Intouch CRM is better than Practifi for

Software Failure Risk

  • medium

logo Practifi

Focus area

Software Failure Risk

  • low

About

CRM system with full Sales and Marketing Features

Business management platform powering growing financial advice firms

Age

2005

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

45

33

Total Goals
(we found evidences for)

4

9

Top Processes

Evidences indicate better relative satisfaction

helpdesk management

Read Reviews (47)

Read Reviews (6)

contact list management

Read Reviews (46)

Read Reviews (5)

lead qualification

Read Reviews (28)

Read Reviews (2)

lead qualification: behavioural

Read Reviews (5)

Read Reviews (0)

lead qualification: technographic

Read Reviews (5)

Read Reviews (1)

lead qualification: firmographic

Read Reviews (5)

Read Reviews (0)

lead qualification: demographic

Read Reviews (5)

Read Reviews (0)

billing and invoice management

Read Reviews (16)

Read Reviews (0)

market survey

Read Reviews (16)

Read Reviews (0)

pipeline management

Read Reviews (16)

Read Reviews (2)

generation of new leads

Read Reviews (12)

Read Reviews (1)

calendar management

Read Reviews (7)

Read Reviews (1)

communication management

Read Reviews (7)

Read Reviews (10)

sending & publishing communications

Read Reviews (7)

Read Reviews (0)

conversion management

Read Reviews (7)

Read Reviews (0)

customer feedback management

Read Reviews (6)

Read Reviews (1)

discount management

Read Reviews (5)

Read Reviews (0)

promotion management

Read Reviews (5)

Read Reviews (0)

engagement management

Read Reviews (5)

Read Reviews (16)

engaging and following up

Read Reviews (3)

Read Reviews (12)

social media marketing

Read Reviews (5)

Read Reviews (0)

knowledge management

Read Reviews (3)

Read Reviews (0)

campaign management

Read Reviews (2)

Read Reviews (1)

customer case management

Read Reviews (2)

Read Reviews (0)

relationship management

Read Reviews (2)

Read Reviews (1)

workflow management

Read Reviews (1)

Read Reviews (27)

rating and review management

Read Reviews (0)

Read Reviews (4)

international marketing

Read Reviews (0)

Read Reviews (2)

training & onboarding

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

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve digital and social presence

  • See 1 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

No Data

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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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