at Financial Technnology Year
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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.
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Contact & Lead Management
(0 Yes /0 Known /14 Possible features)
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Lead Capture Automation Automatically imports leads from multiple sources (website forms, email, social media, etc.). |
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Contact Database Capacity Maximum number of contacts or leads the system can manage. |
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Duplicate Detection Ability to detect and merge duplicate leads or contacts. |
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Custom Fields Allows creation and editing of custom data fields for contacts/leads. |
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Lead Assignment Rules Rules to automatically assign leads to specific users, teams, or workflows. |
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Bulk Import/Export Enables bulk uploading or exporting of contacts/leads via CSV or other formats. |
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Lead Segmentation Ability to categorize leads by region, value, source, or other attributes. |
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Activity Timeline Comprehensive timeline of all lead-related activities and interactions. |
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Contact History Tracking Tracks history and status changes for each contact. |
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Relationship Mapping Visualizes and tracks relationships between contacts/organizations. |
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Lead Notes & Comments Log notes and comments on individual leads or contacts. |
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Merge & Deduplicate Leads Supports merging and cleaning up duplicate leads. |
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Tagging & Labeling Ability to tag or label contacts for easy organization and retrieval. |
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Smart Search Provides intelligent search functionality within contact and lead records. |
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Pipeline & Opportunity Management
(0 Yes /0 Known /12 Possible features)
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Customizable Pipelines Allows creation and configuration of sales/pipeline stages. |
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Multiple Pipelines Support Enables managing multiple sales processes or pipelines simultaneously. |
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Opportunity Tracking Tracks individual deals or opportunities, with value and forecast probability. |
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Pipeline Visualization Provides visual tools (e.g., Kanban) for viewing pipeline status and progress. |
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Stage Automation Automates movement between pipeline stages based on criteria. |
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Deal Value Forecasting Calculates expected value and win probability of pipeline opportunities. |
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Historical Pipeline Analytics Provides insights and analytics over past pipeline activity. |
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Deal Age Tracking Tracks how long each opportunity spends at each stage. |
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Lost/Won Deal Analysis Allows analysis of reasons for won or lost deals. |
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Customizable Opportunity Fields Supports additional data fields for opportunities in the pipeline. |
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Linked Contacts & Accounts Connects pipeline opportunities to relevant contacts and organizations. |
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Activity Reminders Automated reminders for follow-ups and tasks within the pipeline. |
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Integration Capabilities
(0 Yes /0 Known /11 Possible features)
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CRM Integration Ability to integrate natively or via API with CRM platforms (e.g., Salesforce). |
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Email Integration Syncs with email platforms (Gmail, Outlook) for communication tracking. |
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Calendar Integration Connects with calendar apps for meeting scheduling and reminders. |
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Marketing Automation Integration Connects with marketing automation platforms (e.g., HubSpot, Marketo). |
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Social Media Integration Imports leads from and tracks interactions on social media platforms. |
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Financial Platform Integration Connects with financial planning, portfolio management, or advisory systems. |
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API Accessibility Provides open API for custom integrations. |
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Webhooks Support Able to send real-time data to external applications via webhooks. |
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Data Import/Export Tools Supports data transfer between systems via standard files (CSV, XLSX, etc.). |
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Mobile Application Integration Synchronizes data and workflow with mobile apps. |
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Phone/VoIP Integration Logs and tracks calls through VoIP or telephony integration. |
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Automation & Workflow Management
(0 Yes /0 Known /10 Possible features)
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Workflow Automation Builder Visual tool for creating automated workflows and triggers. |
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Scheduled Reminders Automated reminders for follow-ups, renewals, or scheduled activities. |
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Drip Marketing Campaigns Automates nurturing campaigns with sequences of communications. |
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Task Automation Automatically creates tasks based on lead actions or criteria. |
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Conditional Logic Automation Processes actions based on IF/THEN logic set by users. |
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Notifications Automated notifications for team or individual activities. |
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Lead Scoring Automation Automatically scores leads based on behavior and engagement. |
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Approval Workflows Routes deals, tasks, or leads for managerial approval based on rules. |
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SLA Management Tracks and enforces service-level agreements with automated escalations. |
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Automated Data Entry Uses AI or templates to suggest or auto-fill records. |
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Communication & Engagement Tools
(0 Yes /0 Known /9 Possible features)
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Bulk Email Sending Allows sending personalized emails to large groups of leads. |
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Email Templates Provides customizable templates for recurrent communications. |
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Email Tracking Tracks opens, clicks, and replies on sent emails. |
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SMS/Text Messaging Allows sending and tracking text/SMS messages to/from leads. |
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Click-to-Call Enables direct calling from within the platform. |
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Meeting Scheduling Allows leads to self-schedule meetings with advisors or staff. |
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Video Meeting Integration Integrates with video conferencing tools (e.g., Zoom, Teams). |
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Personalization Tokens Insert dynamic data (name, company, etc.) into communications. |
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Conversation History Maintains a record of all communications per lead. |
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Analytics & Reporting
(0 Yes /0 Known /10 Possible features)
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Dashboard Customization Users can customize reporting dashboards by metrics and KPIs. |
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Lead Source Attribution Tracks which channels generate the most leads and conversions. |
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Conversion Funnel Analysis Analyzes drop-off and conversion rates through pipeline stages. |
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Activity Reporting Tracks call, email, meeting, and task activity per user or team. |
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Performance Benchmarking Benchmarks team and individual performance. |
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Real-Time Reporting Generates up-to-date reports from live data. |
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Custom Report Builder Users can build custom reports and analytics. |
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Scheduled Report Delivery Automatically sends reports to stakeholders on a schedule. |
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Export Reports Exports reports in various formats like PDF, Excel, or CSV. |
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Goal Tracking Allows setting and monitoring of sales or meeting goals. |
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Data Security & Compliance
(0 Yes /0 Known /11 Possible features)
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Encryption at Rest Data is encrypted when stored on servers. |
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Encryption in Transit Data is encrypted during transmission (e.g., SSL/TLS). |
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Role-Based Access Control Restricts access based on user roles and permissions. |
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Audit Trails Records all user activity for compliance and security monitoring. |
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Data Backup & Recovery Automated data backup with restoration capability. |
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GDPR/CCPA Compliance Tools Features to help meet regulatory privacy requirements. |
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Two-Factor Authentication Additional security layer requiring secondary login verification. |
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Data Residency Options Choice of where customer data is physically stored. |
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Single Sign-On (SSO) Supports secure authentication via SSO providers. |
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PII Masking & Redaction Can mask or redact personally identifiable information in records. |
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User Session Timeout Automatic logout after period of inactivity. |
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Mobile & Remote Accessibility
(0 Yes /0 Known /7 Possible features)
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Mobile App Availability Has a dedicated native mobile application (iOS, Android). |
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Mobile Web Responsiveness Core functions accessible and usable via mobile web browser. |
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Offline Functionality Use core features without an active internet connection. |
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Push Notifications Receive real-time notifications on mobile devices. |
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Geo-tagging Records locations of client meetings or activities. |
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Voice-to-Text Notes Allows verbal input for contact notes or follow-ups. |
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Photo Uploads Attach photos or business cards from a mobile device. |
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Customization & Usability
(0 Yes /0 Known /7 Possible features)
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UI/UX Customization Customizable layout, color schemes, and display settings. |
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Custom Dashboards Build specific dashboards for different user roles or teams. |
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Custom Workflows Tailor workflows to match business processes. |
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Language Localization Offers multiple language options for the interface. |
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Accessibility Features Supports users with disabilities (e.g., screen readers, keyboard nav). |
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Bulk Edit Tools Allows batch editing of multiple leads/contacts at once. |
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Contextual Help In-app user guides, tooltips, and onboarding tips. |
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Onboarding, Support & Training
(0 Yes /0 Known /8 Possible features)
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Guided Onboarding Automated or assisted onboarding for new users. |
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Knowledge Base Comprehensive online documentation and FAQs. |
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Live Chat Support Live support chat available within the platform. |
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Phone Support Telephone support for urgent issues. |
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Ticketing System Submit and track support tickets. |
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Video Tutorials Access to training and explainer videos. |
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User Community Forum Active online user forum for peer support. |
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Dedicated Account Manager Assigned support contact for business accounts. |
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Pricing & Scalability
(0 Yes /0 Known /8 Possible features)
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Free Trial Availability Offers a free trial for a certain period or user limit. |
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Flexible Pricing Plans Provides multiple subscription or licensing options. |
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User Scalability Maximum number of user seats supported per account. |
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Storage Scalability Maximum data storage supported per account. |
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Usage-Based Pricing Option to pay based on usage (contacts, emails, storage, etc.). |
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No Long-Term Contract Subscription can be canceled at any time without penalty. |
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Volume Discounts Reduced pricing for higher usage or user counts. |
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Third-Party Add-On Pricing Transparent pricing for integrations and add-ons. |
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