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Practifi

Overview
Alternatives
Integrations

Practifi Overview

What is Practifi?

Practifi is the business management platform powering growing financial advice firms around the world. We’re more than your average CRM. Unlock new insights, manage your pipeline, automate operations, monitor compliance and build deep client relationships, effortlessly.

Practifi Support

Top 10 Practifi Alternatives & competitors

Considering alternatives to Practifi?

We recommend to investigate resembling apps to make the right choice. While doing this you need to pay attention the similarities and differences in price, functionality, certain app capabilities, as well as the number of integrations and client support. Of course, visual presentation also can change your choice.

We’ve made a list of top competitors that are very resembling in cost and features to Practifi. The list is based on similarity reviews, so if Practifi isn’t appropriate for you in any way, here you can easily find the best solution for you. Check out real reviews to find out how Practifi compares to other resembling apps and find the best solution for your company.

E2 Shop System

E2 Shop System

Try for Free

We help shops and manufacturers of all kinds and sizes work smarter for improved efficiencies, greater flexibility and bigger profits.

Onpipeline

Onpipeline

Try for Free

Onpipeline is a cloud-based, reliable, and scalable Sales CRM (SaaS) that includes a full suite of tools that boost sales productivity and make the sales process more human. We believe your business deserves software that's easy to setup and use, and requires minimal training and customization. When you choose Onpipeline, you get more than just a product. You get our commitment!

Apptivo

Apptivo

Try for Free

Apptivo is the perfect small business suite for google apps. Apptivo has CRM, Project Management, Invoicing, Timesheets and more. Apptivo's business suite consists of 40+ apps that are integrated and seamlessly work with each other. The information is shared across apps, so data once created can be used everywhere improving overall productivity.

FinCRM

FinCRM

Try for Free

FinCRM holds expertise in providing Customer Relationship Management (CRM) Software and Full Stack Office Management solutions. The company possesses prowess in developing tailored CRM software solutions with the integration of advanced features to empower your workforce and lead to the pathway of lucrative business opportunities. It also offers CRM integrated Office Management Software to streamline your internal operations, improve marketing proficiency, and upsurge productivity.

Junxure

Junxure

Try for Free

Junxure is the on-premises CRM solution for financial advisors. It was created exclusively for financial advisors based on the experiences of a financial advisor.

PipeDrive

PipeDrive

Try for Free

Pipedrive is a Flexible, highly focused on driving the sales, and easy-to-use CRM software built by salespeople and marketing professionals with a single goal – to simplify your sales process and assist salespeople in clinching the deals. Using Pipedrive CRM you can focus on the right people at the right time and convert those people into deals.

Telagus

Telagus

Try for Free

Telagus is a business and marketing automation software developed by Telsa Media. You can manage all of your customer data, campaigns, projects and much more. Telagus includes many features and tools which can enhance your business and help you gain more leads. From email marketing and campaigns to form builders and live chats, Telagus can help organise your activity to help reach your business goals.

LionDesk

LionDesk

Try for Free

LionDesk is a cloud-based customer relationship management solution (CRM) designed for real estate professionals. Key features include contact management, lead distribution, video email and texting, task management and property management.

CiviCRM

CiviCRM

Try for Free

CiviCRM is a web-based, open source CRM system, designed specifically to meet the needs of advocacy, non-profit and non-governmental organizations. Elected officials, professional/trade associations, political campaigns and parties, government agencies, and other similar organizations are among its growing number of enthusiastic users.

Tamarac CRM

Tamarac CRM

Try for Free

Tamarac CRM is a web-based client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Office 365 platform.

Capsule CRM

Capsule CRM

Try for Free

Capsule CRM is an online Customer Relationship CRM that is very simple to use. Capsule CRM is the ideal choice for small and medium-sized businesses. Capsule CRM helps you develop strong customer relationships, make more sales, and get a clear picture of your business so that you can make more informed decisions.

This top you an ability to compare all the best alternatives to Practifi and make an informed decision. As the right app combination that meets your organization needs ensure that your work will reach the maximum productivity and increase revenue along with saving time and labor. Find a right program stack and Apiway integrations will allow you to make it all work cooperatively for the benefit of your company.

All Practifi alternatives

Practifi integrations

Apiway allows you to integrate Practifi with thousands of the most popular tools. You can automate your workflow and have more time for main things—no code required.

Practifi