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Practifi vs Zoho Bigin: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Practifi low Failure Risk for Zoho Bigin medium
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Comparison Summary

This comparison report of Practifi vs. Zoho Bigin is based on a specific set of business needs and context. The comparison uses 750 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Practifi and Zoho Bigin

Practifi, and Zoho Bigin 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.

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

Zoho Bigin focuses on Engagement Management with Phone Calls, Training & Onboarding, Workflow Management with E-Mail, Pipeline Management, etc.

"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

"User Friendly and easy to maintain records of the clients. " - Mobeen Gul

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 Practifi

Focus area

Software Failure Risk

  • low

logo Zoho Bigin

Focus area

Software Failure Risk

  • medium

About

Business management platform powering growing financial advice firms

Zoho Bigin | A powerful CRM solution for small and micro businesses manage their customer relationships

Age

1996

Financials

SERIES B

PRIVATE

Business Need

Total Processes
(we found evidences for)

33

29

Total Goals
(we found evidences for)

9

6

Top Processes

Evidences indicate better relative satisfaction

workflow management

Read Reviews (27)

Read Reviews (8)

engagement management

Read Reviews (16)

Read Reviews (16)

engaging and following up

Read Reviews (12)

Read Reviews (16)

communication management

Read Reviews (10)

Read Reviews (4)

tracking & monitoring communications

Read Reviews (8)

Read Reviews (0)

collaboration

Read Reviews (9)

Read Reviews (2)

helpdesk management

Read Reviews (6)

Read Reviews (0)

contact list management

Read Reviews (5)

Read Reviews (3)

creating contact list

Read Reviews (2)

Read Reviews (0)

rating and review management

Read Reviews (4)

Read Reviews (0)

pipeline management

Read Reviews (2)

Read Reviews (7)

international marketing

Read Reviews (2)

Read Reviews (0)

training & onboarding

Read Reviews (2)

Read Reviews (12)

social media management

Read Reviews (2)

Read Reviews (0)

social media analytics

Read Reviews (2)

Read Reviews (0)

products & pricelist management

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (2)

Read Reviews (3)

generation of new leads

Read Reviews (1)

Read Reviews (4)

relationship management

Read Reviews (1)

Read Reviews (3)

contract management

Read Reviews (0)

Read Reviews (4)

sales document management

Read Reviews (0)

Read Reviews (4)

contract management

Read Reviews (0)

Read Reviews (4)

sales call management

Read Reviews (0)

Read Reviews (3)

conversion management

Read Reviews (0)

Read Reviews (3)

business development

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • 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

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve stakeholder relations

  • Launch new products

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • social media

  • LinkedIn

  • website

  • See 2 more

  • phone calls

  • e-mail

  • social media

  • LinkedIn

  • website

  • See 2 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

low

{{{rsh_C_1}}}

medium

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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