Comparison Summary
Introducing OptifiNow and Practifi
OptifiNow, Practifi, Soffront, Thryv, 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.
OptifiNow covers Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"As a CMO I have reviewed many different systems that pertain to CRM or sales management. Optifinow is by far the most flexible and the most efficient system I have seen. They are able to provide a fully customized platform for sales organizations in... about 30 days. This is unheard of for an enterprise solution. Speak with John McGee about your needs. Make sure that if you are reviewing Sales Force CRM that you give Optifinow a good look - because not only is it more efficient to use - it generates the right tools to help you and your sales teams thrive! Their technical support is spot on as well. No downtime and very dedicated to getting their clients answers and most of all solutions to their problems. " - Hema Dey
"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.
About
Marketing Automation, Lead Management
Business management platform powering growing financial advice firms
Financials
PRIVATE
SERIES B
Business Need
Total Processes
(we found evidences for)
56
33
Total Goals
(we found evidences for)
10
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Improve ROI
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Scale best practices
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Enhance customer relationships
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Improve brand engagement
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve digital and social presence
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Improve internal communications
- See 7 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
