Comparison Summary
Introducing Polymail and Practifi
Polymail, Mailsuite (formerly Mailtrack), RevenueGrid Inbox, etc., belong to a category of solutions that help Sales Engagement, whereas 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.
Polymail covers Communication Management with E-Mail, Engagement Management with E-Mail, Collaboration with E-Mail, Campaign Management with E-Mail, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"Polymail has made it easy to tag team members and keep our conversation focused in one place. It's enhanced our communication as a team and made our sales process more effective. " - Ricardo Celaya
"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
Email platform to unlock Professional Communications and increase productivity
Business management platform powering growing financial advice firms
Financials
SEED
SERIES B
Business Need
Total Processes
(we found evidences for)
35
33
Total Goals
(we found evidences for)
4
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Improve internal communications
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Enhance customer relationships
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Acquire customers
- See 1 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
