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Kreato CRM vs Practifi: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

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

This comparison report of Kreato CRM vs. Practifi is based on a specific set of business needs and context. The comparison uses 683 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Kreato CRM and Practifi

Kreato CRM, and Practifi 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.

Kreato CRM covers Engagement Management with E-Mail, Sales Call Management with Phone Calls, Capturing Leads with Website, Generation Of New Leads with Website, etc.

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

"Have become more data-centric. Data insights help us to understand the business, make the right decisions, and to determine the next step for success. Having a sales acceleration integrated CRM like this is very important. I can see that our sales a...pproach has been successfully evolved. " - Niranjan Kumar

"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 Kreato CRM

Focus area

Kreato CRM is better than Practifi for

Software Failure Risk

  • medium

logo Practifi

Focus area

Software Failure Risk

  • low

About

Kreato CRM | AI and Automation powered Sales CRM software

Business management platform powering growing financial advice firms

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

17

33

Total Goals
(we found evidences for)

6

9

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (22)

Read Reviews (16)

engaging and following up

Read Reviews (15)

Read Reviews (12)

sales call management

Read Reviews (21)

Read Reviews (0)

call recording

Read Reviews (21)

Read Reviews (0)

capturing leads

Read Reviews (6)

Read Reviews (0)

generation of new leads

Read Reviews (4)

Read Reviews (1)

communication management

Read Reviews (4)

Read Reviews (10)

tracking & monitoring communications

Read Reviews (3)

Read Reviews (8)

pipeline management

Read Reviews (2)

Read Reviews (2)

workflow management

Read Reviews (0)

Read Reviews (27)

helpdesk management

Read Reviews (0)

Read Reviews (6)

creating contact list

Read Reviews (0)

Read Reviews (2)

contact list management

Read Reviews (0)

Read Reviews (5)

creating contact list

Read Reviews (0)

Read Reviews (2)

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)

lead qualification

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Improve efficiency

  • Grow market share

  • Enhance customer relationships

  • Scale best practices

  • Acquire customers

  • See 3 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

No Data

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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