Practifi
Powered by Salesforce, Practifi is the leading CRM purpose-built for wealth management.
What is Practifi?
Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling personalized client experiences that fortify relationships, Practifi transforms how financial professionals connect with and grow their client base. Bringing together opportunities to strengthen client loyalty, enhance team collaboration and leverage data-driven insights into one integrated platform, Practifi empowers firms to own their relationships, own their growth and own their future. Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM to RIAs possible. We want to help RIAs harness the power of artificial intelligence to augment human relationships and drive unprecedented efficiency at scale.
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Categories
Features
Campaign Management
Client Management
Contact Management
Customer Database
Data Import/Export
Document Management
Email Marketing
Lead Management
Pipeline Management
FAQ
The official website of Practifi is https://www.practifi.com/
Practifi belongs to the Financial CRM category.
Practifi offers features such as Campaign Management, Client Management, Contact Management, Customer Database, Data Import/Export, Document Management, Email Marketing, Lead Management, Pipeline Management.
No, Practifi does not offer a free trial.
Need help choosing this software?
Have questions about features, pricing, integrations, or implementation? Send an enquiry to the vendor and get the information you need.
Pricing
Starting at:
$120/per month
Free Trial Available