Practifi Overview
This is a summary of the comprehensive capabilities and benefits of Practifi based on over 452 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Practifi, hireEZ Outbound Recruiting Platform, Gmelius, GarageBand, Textline, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Practifi is right for your needs? Our Cuspera AI engine can evaluate how Practifi fits your specific business needs, industry, and context. Get your personalized assessment report today.
Practifi supports business activities such as:
- Workflow Management
- Engagement Management
- Communication Management
- Collaboration
- Helpdesk Management
Practifi can help you with many business goals, such as Acquire Customers, Enhance Customer Relationships, Scale Best Practices, Increase Sales & Revenue, Enter New Markets Internationally Or Locally, etc. It can help manage these activities if you use E-Mail Offline and On Premises for these needs. As a solution, Practifi's capabilities include Recording, Dashboard, Personalization, etc.
Practifi Management Consulting Vertical is its biggest customer base.
Reviews
"Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. " - Kyle Wesley
Cuspera Reviews
21 buyers and buying teams have used Cuspera to assess how well Practifi solved their CRM needs. Cuspera uses 452 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities peers achieved using Practifi.
Use Cases
Peers recommend Workflow Management , Engagement Management , Communication Management , as the business use cases that they have been most satisfied while using Practifi.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Workflow Management |
4.77/5 ★ |
"...Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations...." Peer review by Andrew Godfrey, Senior Partner, Chief Operating Office, Mercer |
| Engagement Management |
4.78/5 ★ |
"...Detailed client overviews and real-time dashboards help advisors gain essential insights and follow up with clients quickly. ..." Role-based apps |
| engaging and following up |
4.69/5 ★ |
"...Detailed client overviews and real-time dashboards help advisors gain essential insights and follow up with clients quickly. ..." Role-based apps |
| Communication Management with E-Mail, Offline and On Premises |
4.52/5 ★ |
"...Track every email, document, meeting, and note for rich client records in one secure location. ..." Features |
| tracking & monitoring communications |
4.40/5 ★ |
"...Track every email, document, meeting, and note for rich client records in one secure location. ..." Features |
| PEER EXPERIENCES | |
|---|---|
| Workflow Management |
4.77/5 ★ |
"...Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations...." Peer review by Andrew Godfrey, Senior Partner, Chief Operating Office, Mercer |
|
| Engagement Management |
4.78/5 ★ |
"...Detailed client overviews and real-time dashboards help advisors gain essential insights and follow up with clients quickly. ..." Role-based apps |
|
| engaging and following up |
4.78/5 ★ |
| Communication Management with E-Mail, Offline and On Premises |
4.52/5 ★ |
"...Track every email, document, meeting, and note for rich client records in one secure location. ..." Features |
|
| tracking & monitoring communications |
4.52/5 ★ |
24+ more Business Use Cases
Our AI advisor, Wyz, harnessed 452 insights from peers and experts to help you assess how these Practifi use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. Testimonial By Kyle Wesley |
|
|
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. Testimonial By Robert Baharian |
|
Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations. Testimonial By Andrew Godfrey |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Kyle Wesley Chief Digital Officer Bleakley Financial Group |
Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership. Testimonial By Kyle Wesley |
|
Robert Baharian Founder & CEO Baharian Wealth Management |
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. Testimonial By Robert Baharian |
|
Andrew Godfrey Senior Partner & Chief Operating Officer MerCer |
Practifi helps us manage stronger customer relationships, track every interaction and run common workflows across customer service, advice and operations. Testimonial By Andrew Godfrey |
Popular Business Setting
for Practifi
Top Industries
- Management Consulting
- Financial Services
Popular in
- Small Business
Peers used Practifi to Acquire customers and Enhance customer relationships
Practifi Alternatives
Peer and Expert Opinion on Features
for Practifi
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (23) |
| Dashboard | Read Reviews (6) |
| Personalization | Read Reviews (5) |
| Capture contact | Read Reviews (5) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Recording | Read Reviews (23) |
| Dashboard | Read Reviews (6) |
| Personalization | Read Reviews (5) |
| Capture contact | Read Reviews (5) |
IT and Other Capabilities
for Practifi
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (39) |
| Data Export | Read Reviews (34) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (39) |
| Data Export | Read Reviews (34) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (45) |
| Chat Support | Read Reviews (5) |
| Email Support | Read Reviews (4) |
| Phone Support | Read Reviews (4) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (45) |
| Chat Support | Read Reviews (5) |
| Email Support | Read Reviews (4) |
| Phone Support | Read Reviews (4) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (26) |
| Custom Reports | Read Reviews (35) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (26) |
| Custom Reports | Read Reviews (35) |
Software Failure Risk Guidance
?for Practifi
Overall Risk Meter
Top Failure Risks for Practifi
Vendor Profile Details
Company Name
Practifi
Company Website
https://www.practifi.com/HQ Location
Sydney, NSW
Employees
11-50
Social
Financials
SERIES B
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