PM
Philip M.
Financial Advisor
Small-Business (50 or fewer emp.)
Originally submitted 2/23/2021
"Practifi review"
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.
Response from Adrian Johnstone of Practifi
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.