Practifi vs Sales CRM
Description
Practifi
Practifi is a software solution designed specifically for wealth management firms and financial advisors. It simplifies day-to-day operations by providing tools tailored to help manage client relation... Read More
Sales CRM
Welcome to Sales CRM, your dedicated partner in sales success. Our software is designed to help businesses like yours manage and improve their sales processes with ease. We understand that keeping tra... Read More
Contact Info
Year founded :
2013
+61 2 8005 6557
Not Available
Australia
http://www.linkedin.com/company/practifi
Year founded :
Not Available
Not Available
Not Available
Not Available
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Features
Team Collaboration
Task Assignment
Shared Calendars
Internal Messaging
Client Management
Client Segmentation
Centralized Client Information
Automated Workflows
Client Engagement
Custom Surveys
Client Portals
Automated Reminders
Performance Tracking
Customizable Dashboards
Real-Time Reporting
Goal Tracking
Reporting and Analytics
Dashboard
Custom Reports
Performance Tracking
Contact Management
Interaction Tracking
Unified Contact Records
Tagging and Segmentation
Lead Management
Lead Scoring
Lead Capture
Lead Nurturing
Integration and Automation
Third-Party Apps
Task Automation
Email Integration
Sales Pipeline
Pipeline Visualization
Deal Stages
Forecasting
Pricing
Pricing Not Available
Pricing Not Available
Metrics History
Metrics History
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