at Financial Technnology Year
Please contact them if you have any questions.
Practifi from Practifi
Lead pipeline management, advanced segmentation, automated workflows, campaign tracking, personalized journey support, and built-in compliance reporting designed for financial advisory business developers.
Product analysis by function
Lead Management Software for Business Development and Marketing
Tools for capturing, qualifying, tracking, and converting prospective client leads through the sales pipeline, with integration to CRM systems and marketing platforms.
More Lead Management Software
More Business Development and Marketing ...
Contact & Lead Management
(13 Yes /13 Known /14 Possible features)
|
Lead Capture Automation Automatically imports leads from multiple sources (website forms, email, social media, etc.). |
Practifi promotes automatic lead capture via web forms and integration with other sources as part of its lead management offering. | |
|
Contact Database Capacity Maximum number of contacts or leads the system can manage. |
No information available | |
|
Duplicate Detection Ability to detect and merge duplicate leads or contacts. |
Practifi highlights deduplication and cleansing tools for clean contact data. | |
|
Custom Fields Allows creation and editing of custom data fields for contacts/leads. |
Custom fields are supported to tailor CRM data model for advisory businesses. | |
|
Lead Assignment Rules Rules to automatically assign leads to specific users, teams, or workflows. |
Rule-based lead assignment and workflow automation are part of the platform. | |
|
Bulk Import/Export Enables bulk uploading or exporting of contacts/leads via CSV or other formats. |
Practifi can bulk import/export via CSV as part of onboarding and migration. | |
|
Lead Segmentation Ability to categorize leads by region, value, source, or other attributes. |
Advanced segmentation is a highlighted feature (filter leads by region, value, etc). | |
|
Activity Timeline Comprehensive timeline of all lead-related activities and interactions. |
Timeline of all interactions/activities per lead is part of core CRM. Activity tracking is highlighted. | |
|
Contact History Tracking Tracks history and status changes for each contact. |
Contact history and status change audits are supported (compliance and tracking). | |
|
Relationship Mapping Visualizes and tracks relationships between contacts/organizations. |
Practifi supports relationship mapping between contacts and organizations. | |
|
Lead Notes & Comments Log notes and comments on individual leads or contacts. |
Logging notes and comments per lead is a standard CRM feature in Practifi. | |
|
Merge & Deduplicate Leads Supports merging and cleaning up duplicate leads. |
Merging and deduplication functionality is standard in Practifi for database hygiene. | |
|
Tagging & Labeling Ability to tag or label contacts for easy organization and retrieval. |
Leads and contacts can be tagged or labeled for custom grouping and retrieval. | |
|
Smart Search Provides intelligent search functionality within contact and lead records. |
Practifi promotes advanced, intelligent search capabilities across data. |
Pipeline & Opportunity Management
(12 Yes /12 Known /12 Possible features)
|
Customizable Pipelines Allows creation and configuration of sales/pipeline stages. |
Sales/pipeline stages are fully customizable per firm needs. | |
|
Multiple Pipelines Support Enables managing multiple sales processes or pipelines simultaneously. |
Multiple pipeline management is enabled for different lines of business. | |
|
Opportunity Tracking Tracks individual deals or opportunities, with value and forecast probability. |
Deal/opportunity tracking by individual, value and forecasting is at core. | |
|
Pipeline Visualization Provides visual tools (e.g., Kanban) for viewing pipeline status and progress. |
Kanban and other pipeline visualizations are available. | |
|
Stage Automation Automates movement between pipeline stages based on criteria. |
Automation of pipeline stage progression via criteria/rules is supported. | |
|
Deal Value Forecasting Calculates expected value and win probability of pipeline opportunities. |
Probability forecasting and expected value is supported in pipeline analytics. | |
|
Historical Pipeline Analytics Provides insights and analytics over past pipeline activity. |
Historical pipeline analytics is part of the analytics/reporting layer. | |
|
Deal Age Tracking Tracks how long each opportunity spends at each stage. |
Deal age tracking and reporting by stage is included for pipeline optimization. | |
|
Lost/Won Deal Analysis Allows analysis of reasons for won or lost deals. |
Lost/won analysis and reporting are built in to help inform sales strategies. | |
|
Customizable Opportunity Fields Supports additional data fields for opportunities in the pipeline. |
Custom data fields for opportunities can be configured per business needs. | |
|
Linked Contacts & Accounts Connects pipeline opportunities to relevant contacts and organizations. |
Deals are linked to clients/contacts/accounts centrally. | |
|
Activity Reminders Automated reminders for follow-ups and tasks within the pipeline. |
Task/activity reminders via workflows and notifications are available. |
Integration Capabilities
(11 Yes /11 Known /11 Possible features)
|
CRM Integration Ability to integrate natively or via API with CRM platforms (e.g., Salesforce). |
CRM integrations typically via Salesforce — native and API connectors exist. | |
|
Email Integration Syncs with email platforms (Gmail, Outlook) for communication tracking. |
Integration with Outlook and Gmail for email tracking/records is supported. | |
|
Calendar Integration Connects with calendar apps for meeting scheduling and reminders. |
Calendar sync for meeting scheduling/management endorsed in feature lists. | |
|
Marketing Automation Integration Connects with marketing automation platforms (e.g., HubSpot, Marketo). |
Marketing (and automation) platforms, such as Hubspot, are integrated/compatible. | |
|
Social Media Integration Imports leads from and tracks interactions on social media platforms. |
Social platform integrations—including LinkedIn—aid in sourcing and tracking. | |
|
Financial Platform Integration Connects with financial planning, portfolio management, or advisory systems. |
Integration with portfolio management, planning, custodians listed on site. | |
|
API Accessibility Provides open API for custom integrations. |
Open API documented for integration with third-party/advisor-specific platforms. | |
|
Webhooks Support Able to send real-time data to external applications via webhooks. |
Webhooks are available via integrations for event-driven workflows. | |
|
Data Import/Export Tools Supports data transfer between systems via standard files (CSV, XLSX, etc.). |
CSV/XLSX data import/export tools standard and highlighted. | |
|
Mobile Application Integration Synchronizes data and workflow with mobile apps. |
Practifi offers mobile app and mobile-optimized browser experience. | |
|
Phone/VoIP Integration Logs and tracks calls through VoIP or telephony integration. |
Telephony/click-to-call via VoIP partners is described among integrations. |
Automation & Workflow Management
(10 Yes /10 Known /10 Possible features)
|
Workflow Automation Builder Visual tool for creating automated workflows and triggers. |
Visual workflow builder and automation triggers are a core offering. | |
|
Scheduled Reminders Automated reminders for follow-ups, renewals, or scheduled activities. |
Automated reminders for tasks and renewals using workflow rules. | |
|
Drip Marketing Campaigns Automates nurturing campaigns with sequences of communications. |
Email/SMS drip and nurture campaigns highlighted under marketing tools. | |
|
Task Automation Automatically creates tasks based on lead actions or criteria. |
Task creation and assignment can be automated via triggers and workflows. | |
|
Conditional Logic Automation Processes actions based on IF/THEN logic set by users. |
Conditional (if/then) logic is supported in automation builder. | |
|
Notifications Automated notifications for team or individual activities. |
Notifications can be pushed to users per workflow, activity or rules. | |
|
Lead Scoring Automation Automatically scores leads based on behavior and engagement. |
Lead scoring automation by engagement/behavior is highlighted. | |
|
Approval Workflows Routes deals, tasks, or leads for managerial approval based on rules. |
Managerial approval workflows for deals or tasks can be configured. | |
|
SLA Management Tracks and enforces service-level agreements with automated escalations. |
SLA tracking and escalation rules can be built in workflow automation. | |
|
Automated Data Entry Uses AI or templates to suggest or auto-fill records. |
Template- and AI-powered data entry and suggestions are promoted. |
Communication & Engagement Tools
(9 Yes /9 Known /9 Possible features)
|
Bulk Email Sending Allows sending personalized emails to large groups of leads. |
Bulk email sending to leads via templates/platform marketing. | |
|
Email Templates Provides customizable templates for recurrent communications. |
Email templates are customizable within Practifi. | |
|
Email Tracking Tracks opens, clicks, and replies on sent emails. |
Tracking opens/clicks/replies on emails sent is highlighted. | |
|
SMS/Text Messaging Allows sending and tracking text/SMS messages to/from leads. |
SMS/text messaging to leads is enabled through connected partners. | |
|
Click-to-Call Enables direct calling from within the platform. |
Click-to-call enabled via telephony or softphone integration. | |
|
Meeting Scheduling Allows leads to self-schedule meetings with advisors or staff. |
Meeting scheduling functionality available for clients/leads. | |
|
Video Meeting Integration Integrates with video conferencing tools (e.g., Zoom, Teams). |
Integrates with video conferencing platforms (Zoom, Teams, etc). | |
|
Personalization Tokens Insert dynamic data (name, company, etc.) into communications. |
Communication templates support personalization/dynamic tokens. | |
|
Conversation History Maintains a record of all communications per lead. |
All communications with leads are logged and accessible per record. |
Analytics & Reporting
(10 Yes /10 Known /10 Possible features)
|
Dashboard Customization Users can customize reporting dashboards by metrics and KPIs. |
Dashboards are customizable by user and group for relevant KPIs. | |
|
Lead Source Attribution Tracks which channels generate the most leads and conversions. |
Attribution of lead sources and channel performance is supported. | |
|
Conversion Funnel Analysis Analyzes drop-off and conversion rates through pipeline stages. |
Conversion funnel and drop-off rates by pipeline stage are analyzed. | |
|
Activity Reporting Tracks call, email, meeting, and task activity per user or team. |
Reporting on call/email/meeting activity by team/user is standard. | |
|
Performance Benchmarking Benchmarks team and individual performance. |
Benchmarking across users, teams or periods is provided. | |
|
Real-Time Reporting Generates up-to-date reports from live data. |
Real-time/live data in reports/dashboards is promoted. | |
|
Custom Report Builder Users can build custom reports and analytics. |
Custom report builder is available for advanced analytics needs. | |
|
Scheduled Report Delivery Automatically sends reports to stakeholders on a schedule. |
Reports can be automatically sent on a schedule to stakeholders. | |
|
Export Reports Exports reports in various formats like PDF, Excel, or CSV. |
Report export in PDF, Excel, CSV and other formats is standard. | |
|
Goal Tracking Allows setting and monitoring of sales or meeting goals. |
Goal tracking and performance to sales targets/revenue is included. |
Data Security & Compliance
(11 Yes /11 Known /11 Possible features)
|
Encryption at Rest Data is encrypted when stored on servers. |
Practifi states all client data is encrypted at rest. | |
|
Encryption in Transit Data is encrypted during transmission (e.g., SSL/TLS). |
All in-transit data is encrypted via SSL/TLS as part of compliance. | |
|
Role-Based Access Control Restricts access based on user roles and permissions. |
Role-based permissions and access controls configurable in the system for security. | |
|
Audit Trails Records all user activity for compliance and security monitoring. |
Audit trails are available for all user actions for compliance (FINRA/SEC, etc). | |
|
Data Backup & Recovery Automated data backup with restoration capability. |
Automated backup and data recovery options are referenced in security documentation. | |
|
GDPR/CCPA Compliance Tools Features to help meet regulatory privacy requirements. |
GDPR/CCPA features, such as data subject access requests and consent tracking, are described for compliance. | |
|
Two-Factor Authentication Additional security layer requiring secondary login verification. |
Two-factor authentication is presented as available to all users. | |
|
Data Residency Options Choice of where customer data is physically stored. |
Clients can select preferred data residency (US, EU, etc). | |
|
Single Sign-On (SSO) Supports secure authentication via SSO providers. |
Single Sign-On supported through SAML/Okta and other providers. | |
|
PII Masking & Redaction Can mask or redact personally identifiable information in records. |
PII masking/redaction available for restricting access/control to sensitive data. | |
|
User Session Timeout Automatic logout after period of inactivity. |
User session timeout/inactivity logout is configurable (compliance). |
Mobile & Remote Accessibility
(7 Yes /7 Known /7 Possible features)
|
Mobile App Availability Has a dedicated native mobile application (iOS, Android). |
Native iOS and Android mobile apps are available. | |
|
Mobile Web Responsiveness Core functions accessible and usable via mobile web browser. |
Responsive browser interface for mobile access is provided. | |
|
Offline Functionality Use core features without an active internet connection. |
Select features and data are available offline in the mobile app. | |
|
Push Notifications Receive real-time notifications on mobile devices. |
Mobile push notifications are part of app feature set. | |
|
Geo-tagging Records locations of client meetings or activities. |
Geo-tagging for meeting locations/field reps is present. | |
|
Voice-to-Text Notes Allows verbal input for contact notes or follow-ups. |
Voice-to-text note entry is included in mobile workflows. | |
|
Photo Uploads Attach photos or business cards from a mobile device. |
Photo and business card upload via mobile app is standard. |
Customization & Usability
(7 Yes /7 Known /7 Possible features)
|
UI/UX Customization Customizable layout, color schemes, and display settings. |
UI/UX is customizable in layout and theme for firms. | |
|
Custom Dashboards Build specific dashboards for different user roles or teams. |
Custom dashboards for roles/business units are included. | |
|
Custom Workflows Tailor workflows to match business processes. |
Custom workflows can be designed to match advisory process. | |
|
Language Localization Offers multiple language options for the interface. |
Interface supports multiple languages/locales. | |
|
Accessibility Features Supports users with disabilities (e.g., screen readers, keyboard nav). |
Accessibility features such as screen reader support/contrast options included. | |
|
Bulk Edit Tools Allows batch editing of multiple leads/contacts at once. |
Bulk editing of leads/contacts is supported for administrative efficiency. | |
|
Contextual Help In-app user guides, tooltips, and onboarding tips. |
Contextual help, guided onboarding, and embedded tips are present. |
Onboarding, Support & Training
(8 Yes /8 Known /8 Possible features)
|
Guided Onboarding Automated or assisted onboarding for new users. |
Guided onboarding with interactive walkthroughs described. | |
|
Knowledge Base Comprehensive online documentation and FAQs. |
Extensive knowledge base, articles and FAQs are available. | |
|
Live Chat Support Live support chat available within the platform. |
Live chat support is offered for immediate help. | |
|
Phone Support Telephone support for urgent issues. |
Phone support for urgent issues (with Service Level Agreements) is advertised. | |
|
Ticketing System Submit and track support tickets. |
Ticketing system available to raise and track service/support tickets. | |
|
Video Tutorials Access to training and explainer videos. |
Video tutorials and product walkthroughs part of onboarding. | |
|
User Community Forum Active online user forum for peer support. |
Online community forum for user-to-user discussion/support. | |
|
Dedicated Account Manager Assigned support contact for business accounts. |
Dedicated account manager for business accounts is included. |
Pricing & Scalability
(6 Yes /6 Known /8 Possible features)
|
Free Trial Availability Offers a free trial for a certain period or user limit. |
Free trial is available as per Practifi sign-up page. | |
|
Flexible Pricing Plans Provides multiple subscription or licensing options. |
Multiple pricing tiers/subscription models exist per feature set and size. | |
|
User Scalability Maximum number of user seats supported per account. |
No information available | |
|
Storage Scalability Maximum data storage supported per account. |
No information available | |
|
Usage-Based Pricing Option to pay based on usage (contacts, emails, storage, etc.). |
Usage-based pricing available when choosing certain plans. | |
|
No Long-Term Contract Subscription can be canceled at any time without penalty. |
Plans are cancellable and do not require long-term contracts. | |
|
Volume Discounts Reduced pricing for higher usage or user counts. |
Volume discounts for enterprise and large advisory firms offered. | |
|
Third-Party Add-On Pricing Transparent pricing for integrations and add-ons. |
Pricing for integrations/add-ons is provided transparently. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.