Practifi Pricing

NamePriceFeatures
Practifi SubscriptionSee website for pricing
Minimum one year term. Includes Salesforce license, free upgrades, and Client Success Manager to ensure you're achieving desired results with Practifi.
  • 24/7 Knowledgebase Access
  • Free Onboarding
  • Technical Configuration
  • Ongoing Trainings
  • Annual health check

Practifi pricing & plans

Free Trial is available
Pricing information for Practifi is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Practifi must be conducted with the seller.
Pricing information was last updated on December 08, 2019

Practifi Alternatives Pricing

The following is a quick overview of editions offered by other Financial Services CRM Software

Redtail CRM
Redtail CRM
$99per month per database
Includes 15 users
  • Unlimited leads, contacts, reminders, and tasks
  • Complimentary database conversions
  • Broadcast emails
  • Free Mobile app
  • Custom exporting
Junxure
Junxure On-Premise
$41per user/per month
Billed annually. 3 user minimum. ✔ Exceptional client service ✔ Unprecedented efficiency ✔ Increased profitability
  • Store all your contact information in one place
  • Manage workflow with total office management features
  • Import and export between financial advisory systems
  • Track emails and calendars seamlessly through integration with Microsoft® Outlook
  • Use Junxure’s database management tools to easily query your data and send bulk email messages and letters

Various alternatives pricing & plans

Free Trial is available
Pricing information for the above various Practifi alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Practifi Pricing-Related Review

Chief Operating Officer
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Give the relatively accessible price point I found the onboarding process and project management both useful and valuable. Provided me a far better experience than other systems I have attempted to implement in the past. Review collected by and hosted on G2.com.

What do you dislike?

Whilst not a significant issue, I had not previously used project management software so running the implementation through Asana was probably overkill for me. It did not however diminish the quality of the Practifi team and their high levels of engagement and patience. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Consider as an alternative to Salesforce Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Centralised system for clients, compliance, processing and general business management. Review collected by and hosted on G2.com.

Show More
Show Less
Questions about pricing?
Do you work for Practifi?

Practifi Categories on G2