Practifi vs. Wealthbox CRM
Practifi vs. Wealthbox CRM
Product | Rating | Most Used By | Product Summary | Starting Price |
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Practifi | N/A | Practifi is the business management platform for financial services from the company of the same name in Sydney. The vendor states that it is built with a single-minded focus on growth, an industry solution that helps advise firms manage clients, partners, providers and centres-of-influence all through a single interface. | N/A | |
Wealthbox CRM | N/A | Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows. | N/A |
Practifi | Wealthbox CRM | |||||||||||||||
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Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Practifi | Wealthbox CRM | |
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Top Pros | No answers on this topic |
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Top Cons | No answers on this topic |
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Practifi | Wealthbox CRM | |
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Small Businesses | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Medium-sized Companies | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Enterprises | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Practifi | Wealthbox CRM | |
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Likelihood to Recommend | - (0 ratings) | 8.0 (1 ratings) |
Practifi | Wealthbox CRM | |
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Likelihood to Recommend | Practifi No answers on this topic | Starburst Labs |
Pros | Practifi No answers on this topic | Starburst Labs |
Cons | Practifi No answers on this topic | Starburst Labs |
Alternatives Considered | Practifi No answers on this topic | Starburst Labs |
Return on Investment | Practifi No answers on this topic | Starburst Labs |
ScreenShots |