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.
Video
Categories
Features
FAQ
The official website of Practifi is https://www.practifi.com/
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.
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.
Pricing
Starting at:
USD 120/per month
Free Trial Available
Reviews(0)
Write a reviewPractifi alternatives
Zoho CRM
Zoho CRM is a customer relationship management (CRM) tool primarily used by small businesses in IT services, marketing, and software. It helps teams manage leads, automate sales workflows, and centralize customer data. Reviewers highlight its...load more
HubSpot CRM
HubSpot CRM is a contact and lead management platform used primarily by small businesses in marketing, IT, and software services. Reviewers highlight its ease of use, strong email tracking, and integrations with Gmail and Outlook. A 2025 update...load more
Pipedrive
Pipedrive is a customer relationship management (CRM) tool built for small businesses in industries such as IT, marketing, and finance. It supports sales, marketing, and admin teams in managing leads and pipelines through visual drag-and-drop...load more
Nimble
Nimble is your AI-driven CRM for smarter email marketing, engagement, and business growth. We help small businesses, entrepreneurs, and teams nurture relationships, streamline outreach, and grow faster all from one simple platform. Nimble...load more
NetSuite
NetSuite is a cloud-based enterprise-resource-planning system (ERP) used by small businesses in IT services, accounting, and retail to manage financials, billing, and reporting. Users highlight its real-time reporting and automation as key benefits...load more
Keap
Keap helps small businesses manage customer relationships, automate outreach, and centralize contact data. Its most used by marketing, consulting, and real estate teams with daily customer relationship management (CRM) needs. Your team will value...load more
Bitrix24
Bitrix24 helps small businesses manage customer relationships, tasks, and internal communication from a single platform. Its most used by administrative and marketing teams working daily across CRM and project workflows. Reviewers value its task...load more
EngageBay CRM
EngageBay CRM helps businesses manage customer relationships, automate marketing, and streamline outreach. Its most used by marketing, IT services, and software services teams. Your team will value its contact management and campaign tools, though...load more
eWay-CRM
The best CRM for advocates. Manage Contacts, Projects & Timesheets all right inside your Outlook and Teams.
Apptivo
Apptivo helps small businesses manage customer relationships, track sales, and automate workflows across departments. Its most used by administrative staff, entrepreneurs, and IT teams. Reviewers highlight its customizable contact management and...load more