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Shape Software vs Practifi: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Shape Software low Failure Risk for Practifi low
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Comparison Summary

This comparison report of Shape Software vs. Practifi is based on a specific set of business needs and context. The comparison uses 936 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Shape Software and Practifi

Shape Software, 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.

Shape Software covers Capturing Leads with Promotions, Lead Nurturing with Promotions, Drip Marketing with Text SMS, Sales Document Management with Offline, etc.

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

"Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients. " - Aaron Powell

"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 Shape Software

Focus area

Shape Software is better than Practifi for

Software Failure Risk

  • low

logo Practifi

Focus area

Software Failure Risk

  • low

About

CRM that connects team, applications, and clients in one centralized hub.

Business management platform powering growing financial advice firms

Financials

SERIES B

Business Need

Total Processes
(we found evidences for)

44

33

Total Goals
(we found evidences for)

6

9

Top Processes

Evidences indicate better relative satisfaction

capturing leads

Read Reviews (35)

Read Reviews (0)

lead nurturing

Read Reviews (30)

Read Reviews (0)

drip marketing

Read Reviews (19)

Read Reviews (0)

sales document management

Read Reviews (18)

Read Reviews (0)

contract management

Read Reviews (9)

Read Reviews (0)

digital signature

Read Reviews (4)

Read Reviews (0)

proposal & quote management

Read Reviews (3)

Read Reviews (0)

workflow management

Read Reviews (14)

Read Reviews (27)

lead tracking

Read Reviews (13)

Read Reviews (2)

engagement management

Read Reviews (12)

Read Reviews (16)

engaging and following up

Read Reviews (12)

Read Reviews (12)

campaign management

Read Reviews (12)

Read Reviews (1)

campaign monitoring

Read Reviews (5)

Read Reviews (1)

generation of new leads

Read Reviews (8)

Read Reviews (1)

communication management

Read Reviews (7)

Read Reviews (10)

sending & publishing communications

Read Reviews (6)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (1)

Read Reviews (8)

competitive intelligence

Read Reviews (4)

Read Reviews (1)

sales call management

Read Reviews (3)

Read Reviews (0)

helpdesk management

Read Reviews (3)

Read Reviews (6)

billing and invoice management

Read Reviews (2)

Read Reviews (0)

advocacy management

Read Reviews (2)

Read Reviews (0)

conversion management

Read Reviews (2)

Read Reviews (0)

training & onboarding

Read Reviews (2)

Read Reviews (2)

social media management

Read Reviews (2)

Read Reviews (2)

social media analytics

Read Reviews (2)

Read Reviews (2)

lead qualification

Read Reviews (2)

Read Reviews (2)

contact list management

Read Reviews (1)

Read Reviews (5)

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)

products & pricelist management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 more

  • 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