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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.

Follow Up Boss

Follow Up Boss

Try for Free

Follow Up Boss is simple real estate CRM software designed to support, and fuel the growth of ambitious real estate teams. With easy-to-use web and mobile apps, agents get more done, faster, and team leaders get more transparency into what's happening in their business.

CRMNEXT

CRMNEXT

Try for Free

CRMNEXT is a global cloud CRM solution provider credited with the world's largest installation. The technology helps to organize, automate and synchronize business processes for an organization’s interactions with leads, customers and partners. The benefits of CRM solutions include faster lead conversions, accurate sales predictions, efficient customer services, productive collaborations with partners, knowledge management and real-time analytics.

Neon CRM

Neon CRM

Try for Free

NeonCRM is a cloud-based software suite for nonprofit organizations. Its core functionality includes a constituent relationship management (CRM) system, dashboards, custom reporting, events management, volunteer management, and email marketing tools. NeonCRM also offers tiered packages with additional tools including membership management, peer-to-peer fundraising, and online store functionality.

Copper CRM

Copper CRM

Try for Free

Copper is a CRM solution designed for its further integration with G Suite. The software resembles the look of Google products. This CRM platform is an ideal choice for small businesses that aim to increase their productivity level.

Wealthbox

Wealthbox

Try for Free

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.

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!

KeyOffice

KeyOffice

Try for Free

Best for small companies and self-employed persons who are looking for a secured and dedicated all-in-one application to run their daily business.

Commence CRM Software

Commence CRM Software

Try for Free

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.

Salsa

Salsa

Try for Free

Salsa CRM is a cloud-based constituent relationship management platform that helps nonprofits track supporter relationships, manage online and offline fundraising, and intelligently report on everything.

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.

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