![Philip M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Philip M.")
PM

Philip M.

Financial Advisor

Small-Business (50 or fewer emp.)

2/23/2021

"Practifi review"

4/5

What do you like best about Practifi?

The email integration. You can automatically capture client emails without having to manually log them. Incredible time saver! Review collected by and hosted on G2.com.

What do you dislike about Practifi?

Inside the meeting interaction details, there needs to be formatting options: bullet points, numerals bold, etc. Review collected by and hosted on G2.com.

What problems is Practifi solving and how is that benefiting you?

Capturing all client/prospect interactions in an efficient manner. Time saved, revenue increased, headaches reduced. Review collected by and hosted on G2.com.

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 ![Practifi](https://play.vidyard.com/T6xxuUmP9mwEmbfQdBJuF3.jpg "Practifi")

Response from Adrian Johnstone of Practifi

[Editedit](https://www.g2.com/survey_responses/practifi-review-4616495/official_response/edit)

Thanks for our first video review, Philip.

It's fantastic to hear the work you're doing with tasks & interactions and making strong use of the Gmail integration. We look forward to working with you over the years ahead.

Rating Updated (2/18/2022)
Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

See what 78 reviewers think of Practifi

4.3 out of 5 · Verified reviews from real users

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