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Chartio vs Phocas: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Chartio vs. Phocas is based on a specific set of business needs and context. The comparison uses 5146 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Chartio and Phocas

Chartio, Phocas, Holistics, Yurbi, etc., belong to a category of solutions that help Business Intelligence. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Chartio covers Competitive Intelligence, Social Media Management, Engagement Management, Products & Pricelist Management with E-Mail, etc.

Phocas focuses on Competitive Intelligence, Helpdesk Management with E-Mail, Forecasting, 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.


logo Chartio

Focus area

Software Failure Risk

  • medium

logo Phocas

Focus area

Software Failure Risk

  • medium

About

Chartio: Cloud-based data analytics exploration for all

Phocas: Business Intelligence Software and Data Analytics

Age

2010

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

49

41

Total Goals
(we found evidences for)

8

7

Top Processes

Evidences indicate better relative satisfaction


competitive intelligence


social media management

social media analytics


engagement management

engaging and following up


products & pricelist management


workflow management


communication management

sending & publishing communications






training & onboarding




customer feedback management

measuring customer satisfaction

measuring net promoter score


campaign management

campaign monitoring



lead qualification

lead qualification: technographic


helpdesk management


lifetime value management



rating and review management


knowledge management

creating knowledge base


content management



sales review & feedback


pipeline management


performance management


generation of new leads



contact list management


identify target customers


loyalty management

identify target customers


sales incentive management


revenue cycle management


business development



Top Goals

Goals Achieved

  • Scale best practices

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Improve ROI

  • Improve efficiency

  • Manage risk

  • Improve internal communications

  • See 5 more
  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve ROI

  • Grow market share

  • Improve stakeholder relations

  • Establish thought leadership

  • See 4 more

Top Channels

Channels Used

  • promotions

  • e-mail

  • phone calls

  • offline

  • point of sale

  • user generated content

  • mobile

  • on premises

  • website

  • See 6 more
  • promotions

  • e-mail

  • phone calls

  • offline

  • point of sale

  • user generated content

  • mobile

  • on premises

  • website

  • See 6 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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low

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting