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Referral Maker CRM vs Practifi: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Referral Maker CRM medium Failure Risk for Practifi low
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Comparison Summary

This comparison report of Referral Maker CRM vs. Practifi is based on a specific set of business needs and context. The comparison uses 731 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Referral Maker CRM and Practifi

Referral Maker CRM, and 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.

Referral Maker CRM covers Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

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

"I love, love, love the Buffini Referral Maker! The database is so easy to use and the Near Me function under Do Popbys makes fitting in Popbys so quick and easy. I love how the CRM tracks our activities and then puts them in graphs as well. What a f...abulous system and Real Estate CRM! " - Delinda Crampton Las Vegas, NV

"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.


logo Referral Maker CRM

Focus area

Referral Maker CRM is better than Practifi for

Software Failure Risk

  • medium

logo Practifi

Focus area

Software Failure Risk

  • low

About

Real estate CRM with lead generation tool offering realtor training and support

Business management platform powering growing financial advice firms

Financials

PRIVATE

SERIES B

Business Need

Total Processes
(we found evidences for)

35

33

Total Goals
(we found evidences for)

3

9

Top Processes

Evidences indicate better relative satisfaction

generation of new leads

Read Reviews (34)

Read Reviews (1)

engagement management

Read Reviews (8)

Read Reviews (16)

engaging and following up

Read Reviews (8)

Read Reviews (12)

contact list management

Read Reviews (7)

Read Reviews (5)

coaching

Read Reviews (7)

Read Reviews (0)

communication management

Read Reviews (5)

Read Reviews (10)

sending & publishing communications

Read Reviews (4)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (1)

Read Reviews (8)

lead tracking

Read Reviews (3)

Read Reviews (2)

helpdesk management

Read Reviews (3)

Read Reviews (6)

sales document management

Read Reviews (3)

Read Reviews (0)

contract management

Read Reviews (2)

Read Reviews (0)

training & onboarding

Read Reviews (2)

Read Reviews (2)

lead qualification

Read Reviews (1)

Read Reviews (2)

products & pricelist management

Read Reviews (1)

Read Reviews (2)

workflow management

Read Reviews (0)

Read Reviews (27)

rating and review management

Read Reviews (0)

Read Reviews (4)

pipeline management

Read Reviews (0)

Read Reviews (2)

international marketing

Read Reviews (0)

Read Reviews (2)

social media analytics

Read Reviews (0)

Read Reviews (2)

social media management

Read Reviews (0)

Read Reviews (2)

social media analytics

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

  • 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

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low

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Integration Risk

medium

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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