Comparison Summary
Introducing Solve CRM and Practifi
Solve CRM, Practifi, Top Producer CRM, Karma 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.
Solve CRM covers Contact List Management with Mobile, Engagement Management with Phone Calls, Workflow Management with Phone Calls, Collaboration with Offline, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
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
Solve - Productivity CRM for Web, iPhone iPad and Android
Business management platform powering growing financial advice firms
Financials
PRIVATE
SERIES B
Business Need
Total Processes
(we found evidences for)
31
33
Total Goals
(we found evidences for)
4
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Scale best practices
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Increase sales & revenue
- 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
