Practifi

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What is Practifi?

Practifi is a performance optimization platform that transforms CRM for wealth management companies. By leveraging data and advanced insights, it empowers firms to streamline operations and enhance client satisfaction. This software integrates teams, data, and tools to deliver unparalleled organizational success. Say goodbye to traditional CRM and experience a more efficient and effective way to run your wealth management business.

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Company Details

Company Name : Practifi
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Key Features of Practifi

  • Client Management
  • Pipeline Management
  • Task Management
  • Document Management
  • Workflow Automation
  • Compliance Tracking
  • Reporting And Analytics
  • Client Portal
  • Email Integration
  • Calendar Integration
  • Mobile Access
  • Customizable Dashboards
  • Data Import/export
  • Role Based Permissions
  • Client Communication Tracking
  • Financial Planning Tools
  • Integration With Financial Software
  • Client Segmentation
  • Lead Management
  • Client Onboarding
  • Asset Management
  • Expense Tracking
  • Territory Management
  • Social Media Integration
  • Document Storage
  • Lead Scoring
  • Marketing Management
  • Email Marketing
  • Account Alerts
  • Segmentation
  • Calendar/reminder System
  • Internal Chat Integration
  • Quotes/proposals
  • Marketing Automation Integration
  • Relationship Tracking
  • Influence Tracking
  • Team Assignments
  • Household Tracking

Specifications

Run On Mobile Browser : Yes
Available Support : Email
Languages Available : English
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Practifi FAQ's

The top 5 features of Practifi include:

  • Client Management
  • Pipeline Management
  • Task Management
  • Document Management
  • Workflow Automation

Practifi supports a variety of platforms including: Email.

Practifi serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

The top three competitors of Practifi are Zoho CRM, Interface Real Estate CRM and Ensemble. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Practifi is available exclusively in English, providing a streamlined experience for English-speaking users.

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