Practifi

Practifi

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What is Practifi?

Practifi is a software designed to streamline and transform financial services businesses. With its user-friendly interface features, Practifi empowers companies to elevate their client management, enhance collaboration, and drive growth. From small firms to large enterprises, Practifi is a solution for driving success and achieving new levels of efficiency in the financial services industry.

Key Features of Practifi

  • Territory Management
  • Task Management
  • Social Media Integration
  • Segmentation
  • Lead Scoring
  • Lead Management
  • Expense Tracking
  • Email Marketing
  • Account Alerts
  • Mobile Access
  • Document Storage
  • Calendar/Reminder System
  • Asset Management
  • Quotes/Proposals
  • Marketing Management
  • Internal Chat Integration

Practifi Pricing

Basic
₹ 5760 User/Month
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Core
₹ 6912 User/Month
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Pro
₹ 8064 User/Month
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Practifi Specifications

Software Accessible: Cloud Based
Run On Mobile Browser: Yes
Offers Free Trial: No
Payment Options: Monthly, Yearly
Life Time Free Plan: No
APIs Available: No
Customization Possible: No
Device Support: Api, Customization, Mobile Support, Web App, Windows
Mobile Platforms: Yes
Available Support: Email
Desktop Platforms: Yes
Languages Available: English
Company Details
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Company Name Practifi
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Practifi FAQ's

The top 5 features of Practifi include:

  1. Territory Management
  2. Task Management
  3. Social Media Integration
  4. Segmentation
  5. Lead Scoring

Practifi serves a wide range of businesses including StartUps, SMEs, Agencies, Enterprises.

Practifi is compatible with multiple platforms, Yes, IOS , Android

The top three competitors of Practifi are Newton CRM and TechUnity ERP. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Currently, Practifi does not offer trial access. However, you can still explore its capabilities through available product demos, feature guides, and customer reviews.

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