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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.
Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft focused on enhancing the customer relationship for any organization. Out of the box, the product focuses mainly on Sales, Marketing, and Customer Service sectors, though Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (.NET based) framework to customize it. In recent years, it has also grown as an Analytics platform driven by CRM.
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.
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.
Zoho CRM is the name of an on-demand, SaaS-based customer relationship management (CRM) software solution designed to manage sales, marketing, contacts, customer support and other business functions.
Maximizer CRM is a customer relationship management software suitable for businesses of all sizes, which includes sales management tools, a customer service system and marketing automation features.
FULL FABRIC is an all-in-one recruitment, admissions and CRM platform built for higher education institutions to manage the entire student lifecycle from initial enquiry to alumni relations.
Equisoft is another CRM solution specifically designed for financial advisors. It is the only CRM that aggregates client and product data from gateways with insurance and investment platforms—giving advisors a full view of all client data at a glance.
DonorPerfect is a fundraising solution suitable for all nonprofits. It helps users manage donations, contacts, receipting, reporting, email and fundraising initiatives from a single system.
OPAL CRM is a unique CRM Software to track and Manage Leads offline and online in a single window. It allows auto segmentation of leads, High performing CRM software for Enterprise and Small businesses. It is easy to use and fits in all budgets. It is used to streamline the everyday process of tracking the leads and Extendable Enterprise needs.
The SocialCRM auto shop marketing service provides a comprehensive approach to attracting and retaining customers, using the latest digital marketing strategies to engage customers and accelerate business growth.
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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