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Upsales vs Practifi: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Upsales medium Failure Risk for Practifi low
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Comparison Summary

This comparison report of Upsales vs. Practifi is based on a specific set of business needs and context. The comparison uses 748 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Upsales and Practifi

Upsales, 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.

Upsales covers Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.

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

"We plan to keep growing, so Upsales is essential for our business. " - Hoss Khosravi

"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 Upsales

Focus area

Software Failure Risk

  • medium

logo Practifi

Focus area

Software Failure Risk

  • low

About

Upsales | CRM & Marketing Automation platform for B2B companies

Business management platform powering growing financial advice firms

Financials

SERIES A

SERIES B

Business Need

Total Processes
(we found evidences for)

37

33

Total Goals
(we found evidences for)

7

9

Top Processes

Evidences indicate better relative satisfaction

generation of new leads

Read Reviews (28)

Read Reviews (1)

upselling

Read Reviews (11)

Read Reviews (0)

lead analytics

Read Reviews (6)

Read Reviews (1)

engagement management

Read Reviews (5)

Read Reviews (16)

engaging and following up

Read Reviews (4)

Read Reviews (12)

lead management

Read Reviews (4)

Read Reviews (3)

workflow management

Read Reviews (4)

Read Reviews (27)

training & onboarding

Read Reviews (3)

Read Reviews (2)

account management

Read Reviews (3)

Read Reviews (0)

competitive intelligence

Read Reviews (2)

Read Reviews (1)

social media management

Read Reviews (2)

Read Reviews (2)

social media analytics

Read Reviews (2)

Read Reviews (2)

sales document management

Read Reviews (2)

Read Reviews (0)

helpdesk management

Read Reviews (1)

Read Reviews (6)

international marketing

Read Reviews (1)

Read Reviews (2)

communication management

Read Reviews (1)

Read Reviews (10)

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)

products & pricelist management

Read Reviews (0)

Read Reviews (2)

lead qualification

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Enhance customer relationships

  • Grow market share

  • Scale best practices

  • Improve efficiency

  • See 4 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

No Data

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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