Infusionsoft vs Practifi

Awards

Rating


4 / 5
(921)

(0)

Starting Price

$199.00/month

$80.00/month/user

Best For

Software designed specifically for small businesses, Infusionsoft intelligently helps you get your daily work done.

Wealth management professionals, financial advisors, RIAs, insurers, brokers, dealers, family offices

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use


3.5 / 5

Customer Support


4 / 5

Features & Functionality


4 / 5

Value for Money


4 / 5

Product Features

  • check Calendar/Reminder System
  • close Document Storage
  • check Email Marketing
  • close Internal Chat Integration
  • check Lead Scoring
  • check Marketing Automation Integration
  • check Mobile Access
  • check Quotes/Proposals
  • check Segmentation
  • close Social Media Integration
  • check Task Management
  • check Territory Management
  • check Calendar/Reminder System
  • check Document Storage
  • check Email Marketing
  • check Internal Chat Integration
  • check Lead Scoring
  • check Marketing Automation Integration
  • check Mobile Access
  • check Quotes/Proposals
  • check Segmentation
  • check Social Media Integration
  • check Task Management
  • check Territory Management

Screenshots

View 3 screenshots 142737 thumb
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • close Webinars
  • close Documentation

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Infusionsoft vs Practifi

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