Comparison Summary
Introducing Agile CRM and Practifi
Agile CRM, Practifi, Freshsales, Hubspot Sales Hub, 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.
Agile CRM covers Contact List Management with E-Mail, Communication Management with E-Mail, Helpdesk Management with E-Mail, Engagement Management with E-Mail, etc.
Practifi focuses on Workflow Management, Engagement Management, Communication Management with E-Mail, Collaboration, etc.
"I have worked with quite a few CRM solutions including SugarCRM, Daylite, and Salesforce. Within a few days I was able to build scripts to import our data into Agile using their Rest APIs. If you are building a web app, and want to store customer da...ta into a CRM, Agile makes it easy. The concepts of using web triggers in Agile CRM to trigger based on events that occur on our web site or our web app is game changer for our customer support and marketing teams. I am typically very skeptical to change CRM solutions, as most of the work falls on me to actually move the data. With Agile, I feel like we are more in control of the data, and we have given our sales, marketing and staff additional tools to make communication with clients easier. " - Zach Lancaster
"After being frustrated with our previous CRM we made the move to Practifi and what a relief. Our firm is now more efficient, our clients have a better experience and our staff knows what happens, when and how. Now we can spend more time working ‘on’... the business than ‘in’ the business. " - Robert Baharian
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About
Agile CRM | Automate your sales, marketing, and service in one platform
Business management platform powering growing financial advice firms
Age
2012
Financials
PRIVATE
SERIES B
Business Need
Total Processes
(we found evidences for)
103
33
Total Goals
(we found evidences for)
16
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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Increase sales & revenue
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Scale best practices
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Improve efficiency
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Grow market share
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Increase customer life time value
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Enter new markets internationally or locally
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Improve ROI
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Launch new products
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Improve brand engagement
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Improve digital and social presence
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Improve internal communications
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Improve stakeholder relations
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Build brand awareness
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Reduce bounce
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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
