Compare Practifi and SmartOffice 
At a Glance
Market Segments
Small-Business (73.3% of reviews)
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$120.00 Per Month
$70.00 1 Per User Per Month
Practifi
Star Rating
(76)4.3 out of 5
Market Segments
Small-Business (73.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$120.00 Per Month
Browse all 2 pricing plansSmartOffice
Star Rating
(28)3.7 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$70.00 1 Per User Per Month
Browse all 3 pricing plansPractifi vs SmartOffice
When assessing the two solutions, reviewers found Practifi easier to use and do business with overall. However, reviewers preferred the ease of set up with SmartOffice, along with administration.
- Reviewers felt that Practifi meets the needs of their business better than SmartOffice.
- When comparing quality of ongoing product support, reviewers felt that Practifi is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Practifi over SmartOffice.
Pricing
Entry-Level Pricing
Practifi
Additional User Subscription
$120.00
Per Month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training
SmartOffice
Performance
$70.00
1 Per User Per Month
Single User Performance Package
- Microsoft® Exchange - Contact Email & Calendar Sync
- Microsoft® Office Integration - Word/Outlook/ Excel
- Contact Management
Free Trial
Practifi
No trial information availableSmartOffice
Free Trial is available
Ratings
Meets Requirements
8.5
66
8.1
23
Ease of Use
8.0
67
7.5
23
Ease of Setup
6.5
53
7.8
9
Ease of Admin
7.0
51
8.7
9
Quality of Support
8.3
65
7.4
23
Has the product been a good partner in doing business?
8.5
51
7.9
8
Product Direction (% positive)
8.4
66
6.7
21
Features by Category
Administration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Not enough data
Insurance Documentation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Content
7.7
59
Not enough data
Platform Additional Functionality
7.2
55
Not enough data
8.4
60
Not enough data
8.8
55
Not enough data
6.9
51
Not enough data
7.3
51
Not enough data
Platform Reporting and Analytics
7.9
58
Not enough data
6.0
48
Not enough data
Customer Support
8.1
52
Feature Not Available
8.0
53
Feature Not Available
7.2
56
Not enough data
7.1
49
Feature Not Available
Marketing Automation
5.9
40
Not enough data
6.8
45
Not enough data
5.8
44
Not enough data
Sales Force Automation
7.6
54
Not enough data
8.7
60
Not enough data
6.1
41
Not enough data
5.5
36
Not enough data
5.9
36
Not enough data
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Practifi and SmartOffice are categorized as Financial Services CRM
Unique Categories
Practifi has no unique categories
SmartOffice is categorized as Insurance Agency Management Systems
Reviews
Reviewers' Company Size
Practifi
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
SmartOffice
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
88.0%
Investment Management
9.3%
Insurance
1.3%
Information Technology and Services
1.3%
‐
Other
0.0%
Financial Services
50.0%
Insurance
30.8%
Banking
7.7%
Research
3.8%
Investment Management
3.8%
Other
3.8%
Alternatives
Discussions
Is Practifi owned by Salesforce?
1 Comment
Official Response from Practifi
No, Practifi is a private and independently owned entity. Our product leverages the power and capabilities of the Salesforce platform so we view them as a...Read more
How much does Practifi cost?
1 Comment
Official Response from Practifi
US product pricing is $1,200 per org per month which includes 10 standard Practifi licenses and everything you need to get started with Practifi. Additional...Read more
What does Practifi do?
1 Comment
Official Response from Practifi
Practifi is a performance optimization platform that helps wealth management firms turn data into insight, action and excellence at scale.Read more
SmartOffice has no discussions with answers
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