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Platformax CRM vs Practifi: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

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

This comparison report of Platformax CRM vs. Practifi is based on a specific set of business needs and context. The comparison uses 1181 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Practifi

Platformax CRM, Practifi, SalesNexus, Claritysoft 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.

Platformax CRM covers Engagement Management with E-Mail, Helpdesk Management with Website, Communication Management with E-Mail, Contact List Management, etc.

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

"We have been using Platformax for 2 years now to manage a team of 15 sales people, deliver our services and provide support to our clients. It's a one-stop shop for all our needs and we love it. " - Igor Panjan

"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 Platformax CRM

Focus area

Software Failure Risk

  • medium

logo Practifi

Focus area

Software Failure Risk

  • low

About

Inside sales CRM, generate more leads with prospecting and sales management

Business management platform powering growing financial advice firms

Age

2014

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

42

33

Total Goals
(we found evidences for)

3

9

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (29)

Read Reviews (16)

engaging and following up

Read Reviews (18)

Read Reviews (12)

helpdesk management

Read Reviews (25)

Read Reviews (6)

communication management

Read Reviews (20)

Read Reviews (10)

tracking & monitoring communications

Read Reviews (9)

Read Reviews (8)

sending & publishing communications

Read Reviews (4)

Read Reviews (0)

contact list management

Read Reviews (20)

Read Reviews (5)

contacts history

Read Reviews (3)

Read Reviews (0)

lead tracking

Read Reviews (17)

Read Reviews (2)

relationship management

Read Reviews (14)

Read Reviews (1)

pipeline management

Read Reviews (12)

Read Reviews (2)

generation of new leads

Read Reviews (11)

Read Reviews (1)

training & onboarding

Read Reviews (7)

Read Reviews (2)

workflow management

Read Reviews (5)

Read Reviews (27)

sales review & feedback

Read Reviews (4)

Read Reviews (0)

campaign management

Read Reviews (3)

Read Reviews (1)

campaign monitoring

Read Reviews (3)

Read Reviews (1)

sales call management

Read Reviews (3)

Read Reviews (0)

opportunity management

Read Reviews (2)

Read Reviews (0)

performance management

Read Reviews (2)

Read Reviews (0)

follower management

Read Reviews (2)

Read Reviews (0)

customer feedback management

Read Reviews (2)

Read Reviews (1)

measuring customer satisfaction

Read Reviews (2)

Read Reviews (0)

discount management

Read Reviews (2)

Read Reviews (0)

promotion management

Read Reviews (2)

Read Reviews (0)

social media management

Read Reviews (1)

Read Reviews (2)

social media analytics

Read Reviews (1)

Read Reviews (2)

rating and review management

Read Reviews (0)

Read Reviews (4)

international marketing

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

  • Enhance customer relationships

  • Acquire customers

  • 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

medium

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low

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Security & Privacy Risk

medium

{{{rsh_C_1}}}

low

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Integration Risk

low

{{{rsh_C_1}}}

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