Comparison Summary
Introducing LionDesk and Practifi
LionDesk, Practifi, IXACT Contact, Bigcontacts 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.
LionDesk covers Drip Marketing with E-Mail, Engagement Management with E-Mail, Communication Management with E-Mail, Contact List Management with Phone Calls, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"Looking at my deals daily helps me keep track of what needs to be done. Beats the heck out of a spreadsheet (which is what I have been using!). " - Rachele Evers
"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
Cloud-Based CRM & Communications Tool for Realtors & Brokers
Business management platform powering growing financial advice firms
Financials
PRIVATE
SERIES B
Business Need
Total Processes
(we found evidences for)
49
33
Total Goals
(we found evidences for)
5
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Enter new markets internationally or locally
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Shorten ramp up time
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Grow market share
- See 2 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
