Practifi has helped tailor and streamline Salesforce to fit the needs of our company. The user interface they have designed for us is much more simple and easier to navigate, our staff has sufficiently adopted to the changes faster than we originally projected. The Practifi team has been fantastic as well. Whenever we have had questions or they have been prompt with their assistance and clearly communicate the answers.

The members from our team at Practifi came out for 2 days to assist our company which went above and beyond the usual customer service I'm used to anywhere else! They helped us with questions in-person, hosted live trainings for our team, and are available pretty much 24/7 for any questions or issues that may arise. It may have been a chaotic switch, but Practifi made it easy to ask questions and switch with ease of mind!

Practifi takes the guess work out of setup in the CRM system! When you want to add a new client, it walks you through the fields that should or might be required. When you want to setup a report to pull data from the information entered or feeding into the system, it's a straight-forward process. I also like the ability to quickly see what tasks I have delegated to other members of the team that have not been completed. Practifi (in addition to email) is where I spend most of my day when working through tasks and requests from clients. Not only does the system notify me anytime a new task is created and assigned to me, but also has linked up with my email calendar to provide reminders of calendar events coming up. I find this feature very helpful as I can sometimes miss notifications in my email for calendar reminders, but Practifi helps me stay on track. Practifi is a MAJOR upgrade from the previous CRM system we were using, and as manager of my team, I've found the platform very easy to train new hires on as well.