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Monday.com vs Practifi: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Monday.com vs. Practifi is based on a specific set of business needs and context. The comparison uses 9416 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Monday.com and Practifi

Monday.com, Wrike, ClickUp, etc., belong to a category of solutions that help Project Management, whereas 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.

Monday.com covers Collaboration, Workflow Management, Engagement Management, Communication Management with E-Mail, etc.

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

"Since adopting monday.com, our global marketing department has seen a 40% improvement in cross-team collaboration for successful end-to-end campaign planning and execution. " - Sarah Pharr

"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

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 Monday.com

Focus area

Monday.com is better than Practifi for

Software Failure Risk

  • medium

logo Practifi

Focus area

Software Failure Risk

  • low

About

monday - team management software | monday.com

Business management platform powering growing financial advice firms

Financials

SERIES D

SERIES B

Business Need

Total Processes
(we found evidences for)

101

33

Total Goals
(we found evidences for)

16

9

Top Processes

Evidences indicate better relative satisfaction




engagement management

engaging and following up


communication management

sending & publishing communications

tracking & monitoring communications


training & onboarding


sales document management

contract management

proposal & quote management


content management

content publishing


social media management

scheduling post to social media

engaging on social media

social media analytics


campaign management

campaign monitoring


helpdesk management



products & pricelist management


knowledge management

creating knowledge base






contact list management

creating contact list



calendar management



customer feedback management


follower management


conference call management


sales call management

meeting management


customer case management



relationship management


sales review & feedback



account management



trade show marketing



generation of new leads


business development


pipeline management


performance management


lead qualification

lead qualification: technographic



revenue cycle management


social media marketing


rating and review management


distribution management


competitive intelligence



category management


personalized marketing



discount management


promotion management


lifetime value management




payment management



courses & assessment

identify skill gaps


conversion management


international marketing


Top Goals

Goals Achieved

  • Improve internal communications

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Scale best practices

  • Launch new products

  • Improve visibility

  • Improve efficiency

  • Enter new markets internationally or locally

  • Grow market share

  • Improve digital and social presence

  • Shorten ramp up time

  • Build brand awareness

  • Manage risk

  • Improve ROI

  • Improve navigation

  • See 13 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

low

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low

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Security & Privacy Risk

medium

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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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Business Setting