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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.
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.
We help shops and manufacturers of all kinds and sizes work smarter for improved efficiencies, greater flexibility and bigger profits.
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!
Propertybase is the industry's most comprehensive suite of tools including CRM, Back Office, Lead Generation, Marketing & More make every step from search to sold an intelligent and seamless experience.
With Malinko CRM software it is possible to organize today’s plan for tomorrow. The CRM is customer-centric and allows you to hold your customer database, like data, dropdowns, notes, etc. The tool is ideal for powerful reporting, maintaining custom reports, employee reports, and contact-based reports.
Contactually is a real estate CRM that focuses on relationship building and automation to help realtors get more business and more referrals from their sphere. Contactually knows it’s easy to get overwhelmed by the sheer volume of your contact list. When you get overwhelmed, you miss opportunities.
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.
Commence is a complete CRM solution designed to automate the front-end business process that impacts the sales execution and customer service including contact and account management and email.
Less Annoying CRM is a simple customer relationship manager designed specifically for small business. Store all of your contacts and their histories, track sales leads, customize the CRM to fit your unique workflow, and manage your events/reminders.
SalezShark CRM software works perfectly in helping start-ups when it comes to streamlining the collection, evaluation, and distribution of databases in a sales pipeline. It is designed in a manner that has the potential to cut down the manual and repetitive tasks that help sales and marketing professionals to boost their efficiency and productivity.
Salescloud CRM Platform is the world’s most complete sales application that takes the very best consumer technologies and puts them at the fingertips of today’s sales rep. Salesforce CRM arms sales executives with an extra knowledge that cannot be obtained if you were supposed to work on your own.
Wealthbox is a web-and-mobile CRM application for financial professionals. Integrated with leading broker-dealers and wealth-tech partners, Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
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 alternativesApiway 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.
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