Last verified: 15 alternatives

Best Practifi Alternatives

Looking for an alternative to Practifi? Here are the top CRM solutions that compete with Practifi, ranked by visibility and feature coverage.

Compare with: Practifi profile →

From $4,935/yr

Mogli is a Salesforce-native SMS and messaging application designed to enhance communication through text-based platforms.

Key features:

One-to-One ConversationsBulk MessagingSurveysVoice MessagesAutomations

Integrates with:

Salesforce

A leading Salesforce consulting firm specializing in cloud-based business solutions.

Key features:

Full System Design and ImplementationManaged ServicesData Migration & Complex IntegrationsChange Management and End User TrainingTechnology Roadmapping

Integrates with:

SalesforceSnowflakeDocuSignBoxCongaNintexCopado

TargetX provides comprehensive CRM solutions tailored for higher education institutions.

Key features:

Mobile-first functionalityStudent Success CenterAction PlansAppointment SchedulerAdvanced analytics

Integrates with:

Salesforce

Comprehensive software solutions for newspaper publishers.

Key features:

Customer Relationship Management (CRM)Newspaper Ad ManagementProduction Project ManagementBilling and AccountingReporting Software

Integrates with:

Mirabel's Marketing ManagerMirabel's DigitalStudio

Humanitru is a nonprofit CRM designed to enhance fundraising and donor engagement.

Key features:

Robust CRMDonation ManagementStrategic ReportingVolunteer ManagementIntegrated Payment Processing

Integrates with:

ActBlueMailchimpQuickbooksEventbritePayPal

Salesforce is the leading AI-powered customer relationship management (CRM) platform.

Key features:

Automate complex workflowsUnified customer data management360-degree customer viewReal-time data analyticsLead qualification automation

Integrates with:

SalesforceAppExchange
Free tier

From $149/user/month

A specialized CRM for commercial real estate professionals built on Salesforce.

Key features:

Client relationship managementBusiness process automationData migration servicesOnline trainingCapital markets management

Integrates with:

SalesforceOutlook
Free tier

From $78/user/month

All-in-One AI-Powered CRM for Financial Advisors.

Key features:

Fully Automated WorkflowsIntegrated Seminars & Event ManagementAutomated Lead CapturingClient Review Reminder SystemProduction Tracking

Integrates with:

DocuSignZapierGoogle CalendarOutlook Calendar
Free tier

AI-powered CRM designed for private equity and investment firms.

Key features:

AI-powered deal sourcingAutomated deal trackingData enrichmentInvestment committee and pipeline reviewBanker and advisor tracking

Integrates with:

Outlook
Free tier

From $59/user/month

Wealthbox is a CRM and AI workspace designed specifically for financial advisors.

Key features:

Contact ManagementWealthbox MailOpportunities ManagementWorkflowsAI Notetaker

Integrates with:

SalesforceOutlookCSVAltruistAdvisorStreamAsset-MapAnnuities GeniusBox
#13

CINC

From $200/month

CINC is an all-in-one real estate lead generation and CRM platform designed for agents and teams.

Key features:

Lead Generation ToolsAutomated WorkflowsCRM FunctionalitiesMobile ApplicationsIDX Website

Integrates with:

GoogleZapierMOJOBombBomb

EquityTouch is a CRM solution tailored for the private equity, venture capital, and alternative asset community.

Key features:

Superior Fast SearchingAdvanced Search CapabilitiesVirtual Users and DelegatesSaved SearchesIntelligent Relationship Management

Integrates with:

Microsoft OutlookGmail