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At a Glance
Market Segments
Small-Business (69.2% of reviews)
Small-Business (73.3% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
$120.00 Per Month
DealCloud
Star Rating
(31)4.3 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about DealCloudPractifi
Star Rating
(76)4.3 out of 5
Market Segments
Small-Business (73.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$120.00 Per Month
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that DealCloud excels in automation features, scoring 9.4 compared to Practifi's 7.8. Reviewers mention that DealCloud's automation capabilities streamline workflows significantly, making it easier to manage tasks without manual intervention.
- Reviewers mention that DealCloud's customer support is highly rated, with a score of 9.0 for quality of support, while Practifi only scores 8.2. Users on G2 appreciate DealCloud's responsive support team and comprehensive knowledge base, which they find helpful for troubleshooting.
- G2 users highlight DealCloud's superior mobility features, scoring 9.2 against Practifi's 6.9. Reviewers say that DealCloud's mobile app allows for seamless access to critical information on-the-go, enhancing productivity for users who travel frequently.
- Users say that DealCloud's reporting capabilities are robust, with a score of 9.2, while Practifi's reporting features lag behind at 7.8. Reviewers mention that DealCloud provides detailed analytics that help in making informed business decisions.
- Reviewers mention that DealCloud shines in campaign management with a score of 9.4, compared to Practifi's disappointing 6.0. Users report that DealCloud's marketing automation tools are intuitive and effective, allowing for better engagement with clients.
- Users on G2 report that DealCloud's forecasting capabilities are significantly better, scoring 8.9 versus Practifi's 5.9. Reviewers say that DealCloud's forecasting tools provide accurate predictions that help in strategic planning and resource allocation.
Pricing
Entry-Level Pricing
DealCloud
No pricing availablePractifi
Additional User Subscription
$120.00
Per Month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training
Free Trial
DealCloud
No trial information availablePractifi
No trial information availableRatings
Meets Requirements
9.0
21
8.5
66
Ease of Use
8.0
22
8.0
67
Ease of Setup
7.5
12
6.5
53
Ease of Admin
8.3
5
7.0
51
Quality of Support
9.4
21
8.3
65
Has the product been a good partner in doing business?
8.7
5
8.5
51
Product Direction (% positive)
9.4
21
8.4
66
Features by Category
Investment Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Fund Management
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Deal Identification - Deal Sourcing
4.7
5
Not enough data
7.0
5
Not enough data
5.3
5
Not enough data
5.7
5
Not enough data
Market Intelligence - Deal Sourcing
Not enough data
Not enough data
6.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
Workflow & Customization - Deal Sourcing
6.3
5
Not enough data
6.3
5
Not enough data
7.7
5
Not enough data
8.0
5
Not enough data
Content
7.3
14
7.7
59
Platform Additional Functionality
6.9
14
7.2
55
8.3
14
8.4
60
8.3
13
8.8
55
7.3
13
6.9
51
6.2
13
7.3
51
Platform Reporting and Analytics
8.5
13
7.9
58
6.5
13
6.0
48
Customer Support
9.0
13
8.1
52
9.0
13
8.0
53
8.5
13
7.2
56
Feature Not Available
7.1
49
Marketing Automation
7.9
13
5.9
40
8.2
12
6.8
45
7.3
13
5.8
44
Sales Force Automation
8.5
13
7.6
54
8.1
12
8.7
60
7.1
12
6.1
41
7.2
12
5.5
36
Feature Not Available
5.9
36
Agentic AI - Financial Services CRM
6.0
7
Not enough data
Categories
Categories
Shared Categories
DealCloud and Practifi are categorized as Financial Services CRM
Unique Categories
DealCloud is categorized as Deal Sourcing and Venture Capital Management
Practifi has no unique categories
Reviews
Reviewers' Company Size
DealCloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Practifi
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Venture Capital & Private Equity
26.9%
Financial Services
19.2%
Information Technology and Services
11.5%
Investment Banking
7.7%
Real Estate
3.8%
Other
30.8%
Financial Services
88.0%
Investment Management
9.3%
Insurance
1.3%
Information Technology and Services
1.3%
‐
Other
0.0%
Alternatives
Discussions
DealCloud has no discussions with answers
Is Practifi owned by Salesforce?
1 Comment
Official Response from Practifi
No, Practifi is a private and independently owned entity. Our product leverages the power and capabilities of the Salesforce platform so we view them as a...Read more
How much does Practifi cost?
1 Comment
Official Response from Practifi
US product pricing is $1,200 per org per month which includes 10 standard Practifi licenses and everything you need to get started with Practifi. Additional...Read more
What does Practifi do?
1 Comment
Official Response from Practifi
Practifi is a performance optimization platform that helps wealth management firms turn data into insight, action and excellence at scale.Read more
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