Practifi Pricing

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Name	Price	Features
Practifi Subscription	See 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 Client Success Manager Show More

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 Access anywhere, anytime Backup and disaster recovery Document management Workflow processes Categorize and tag client records Detailed reports Seminar management Free support Show More
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 Monitor your firm’s performance with business development dashboards Show More

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

MB

Miles B

Chief Operating Officer

Small-Business(50 or fewer emp.)

Validated Reviewer

Review source: Organic

Aug 11, 2020

"Excellent onboarding process and well rounded and intuitive system"

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.