Overview
What is Practifi?
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,…
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What is Practifi?
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…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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What is Redtail CRM?
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Product Demos
Practifi Demo: InvestmentNews' Fintech Virtual Summit 2020
Practifi | 2022 FintechX Demo Drop
Product Details
- About
- Tech Details
What is Practifi?
Practifi Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Community Insights
- Recommendations
Users have provided several recommendations for improving Practifi based on their experiences. The most common recommendations include:
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Consider specific business needs and goals when choosing Practifi as a CRM. Users suggest evaluating the suitability of Practifi based on workflow and compliance requirements, ensuring that it aligns with the unique needs of the business.
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Seek advice and best practices from other businesses using Practifi. Users recommend reaching out to other finance companies using the software to gain a better understanding of user experience and necessary customizations. This can provide valuable insights for optimizing the use of Practifi.
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Ensure buy-in from the entire staff and be patient during the implementation process. Users advise that it is important to involve all staff members in the decision-making process and ensure their understanding and acceptance of the new software. They also recommend being patient during the implementation process, as there may be a learning curve involved. Completing training and tutorials can further facilitate user adoption and proficiency with Practifi.
Overall, these recommendations highlight the importance of considering business needs, seeking guidance from others, and fostering a smooth implementation process for successful utilization of Practifi as a CRM tool.