---
description: Learn how Practifi can help your business. GetApp provides users in Ireland with the most detailed information on software tools, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Practifi Price, Reviews & Ratings | GetApp Ireland 2026
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/1265/financial-crm/software) > [Practifi](/software/2053227/practifi)

# Practifi

Canonical: https://www.getapp.ie/software/2053227/practifi

> Powered by Salesforce and built for the wealth management industry, Practifi is an award-winning business management platform powering the nation’s largest RIAs, international broker-dealers and enterprises.

Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Key benefits of Practifi

Unlock our network of integration partners - We work with the Salesforce AppExchange and industry-leading technology providers like Addepar, Orion, Schwab, Xplan and Microsoft, to unify your client data and create the perfect tech stack for your firm.

One platform for your entire firm - Our award-winning apps for the advisor, client service, compliance, marketing, and management teams help cut down the noise and display the most relevant information for each user.

Improve operational efficiency - Practifi comes fully charged with 10 ready-to-use workflows so that you can get a head start streamlining complex processes. Open accounts, move money, prepare client reviews and more with our enterprise workflow engine.

## About the vendor

- **Company**: Practifi
- **Founded**: 2013

## Commercial Context

- **Starting Price**: US$120.00
- **Pricing model**: Per User
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, New Zealand, United Kingdom, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Management
- Client Management
- Contact Management
- Customer Database
- Customisable Reports
- Customizable Fields
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Financial CRM Software](https://www.getapp.ie/directory/1265/financial-crm/software)

## Related Categories

- [Financial CRM Software](https://www.getapp.ie/directory/1265/financial-crm/software)
- [CRM Systems](https://www.getapp.ie/directory/230/crm/software)

## Alternatives

1. [HubSpot CRM](https://www.getapp.ie/software/102533/hubspot-crm) — 4.5/5 (4451 reviews)
2. [Zoho CRM](https://www.getapp.ie/software/9908/zoho-crm) — 4.3/5 (6964 reviews)
3. [Bigin by Zoho CRM](https://www.getapp.ie/software/142099/bigin-by-zoho-crm) — 4.7/5 (724 reviews)
4. [Salesforce Sales Cloud](https://www.getapp.ie/software/90378/salesforce) — 4.4/5 (18768 reviews)
5. [eWay-CRM](https://www.getapp.ie/software/106997/eway-crm) — 4.5/5 (820 reviews)

## Links

- [View on GetApp](https://www.getapp.ie/software/2053227/practifi)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/customer-management-software/a/practifi/> |
| en-AE | <https://www.getapp.ae/software/2053227/practifi> |
| en-AU | <https://www.getapp.com.au/software/2053227/practifi> |
| en-CA | <https://www.getapp.ca/software/2053227/practifi> |
| en-GB | <https://www.getapp.co.uk/software/2053227/practifi> |
| en-IE | <https://www.getapp.ie/software/2053227/practifi> |
| en-NZ | <https://www.getapp.co.nz/software/2053227/practifi> |
| en-SG | <https://www.getapp.sg/software/2053227/practifi> |
| en-ZA | <https://www.getapp.za.com/software/2053227/practifi> |

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