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Practifi Logo

The single, unified workplace for your advisory firm.

Last updated: March 2026

Practifi Alternatives & Competitors (2026)

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


HubSpot CRM logo

CRM and lead management solution

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logo
HubSpot CRM
logo
Practifi
4.3

Value for money

0.0
20
per user/per month

Starting price

120
per user/per month
4.4

Functionality

0.0

Activity Tracking

4.6/5

Alerts/Notifications

4.5/5

Activity Dashboard

4.4/5

Top Features

Campaign Management

N/A

Client Management

N/A

Contact Management

N/A

Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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logo
Salesforce Sales Cloud
logo
Practifi
4.1

Value for money

0.0
25
per user/per month

Starting price

120
per user/per month
4.4

Functionality

0.0

AI/Machine Learning

4.9/5

Activity Tracking

4.6/5

Activity Dashboard

4.5/5

Top Features

Calendar Management

N/A

Campaign Management

N/A

Client Management

N/A

Zoho CRM logo

Customer relationship management solution

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logo
Zoho CRM
logo
Practifi
4.3

Value for money

0.0
14
per user/per month

Starting price

120
per user/per month
4.3

Functionality

0.0

Activity Dashboard

4.6/5

Access Controls/Permissions

4.5/5

Alerts/Notifications

4.4/5

Top Features

API

N/A

Calendar Management

N/A

Campaign Management

N/A

Bigin by Zoho CRM logo

Pipeline-centric CRM system for small businesses

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logo
Bigin by Zoho CRM
logo
Practifi
4.7

Value for money

0.0
7
per user/per year

Starting price

120
per user/per month
4.5

Functionality

0.0

API

4.8/5

Activity Dashboard

4.5/5

Access Controls/Permissions

4.4/5

Top Features

Calendar Management

N/A

Campaign Management

N/A

Client Management

N/A

Kylas Sales CRM logo

#TheBetterCRM

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logo
Kylas Sales CRM
logo
Practifi
4.8

Value for money

0.0
250
flat rate/per month

Starting price

120
per user/per month
4.7

Functionality

0.0

Access Controls/Permissions

5/5

Calendar Management

5/5

Alerts/Notifications

4.9/5

Top Features

Campaign Management

N/A

Client Management

N/A

Contact Management

N/A

eWay-CRM logo

Customer relationship management solution

learn more
logo
eWay-CRM
logo
Practifi
4.4

Value for money

0.0
20
per user/per month

Starting price

120
per user/per month
4.3

Functionality

0.0

Activity Tracking

4.7/5

Access Controls/Permissions

4.2/5

API

3.8/5

Top Features

Calendar Management

N/A

Campaign Management

N/A

Client Management

N/A

Dynamics 365 logo

ERP and CRM applications from Microsoft

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logo
Dynamics 365
logo
Practifi
4.1

Value for money

0.0
50
per user/per month

Starting price

120
per user/per month
4.3

Functionality

0.0

Asset Lifecycle Management

4.5/5

Billing & Invoicing

4.5/5

Accounts Receivable

4.4/5

Top Features

Access Controls/Permissions

N/A

Alerts/Notifications

N/A

Calendar Management

N/A

Ploomes CRM logo

CRM platform that automates sales and business workflows

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logo
Ploomes CRM
logo
Practifi
4.7

Value for money

0.0
22
per user/per month

Starting price

120
per user/per month
4.8

Functionality

0.0

Activity Tracking

5/5

API

5/5

Alerts/Notifications

4.9/5

Top Features

Calendar Management

N/A

Campaign Management

N/A

Client Management

N/A

EngageBay CRM logo

Integrated sales & marketing software for growing teams

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logo
EngageBay CRM
logo
Practifi
4.7

Value for money

0.0
14.99
per user/per month

Starting price

120
per user/per month
4.6

Functionality

0.0

A/B Testing

5/5

Activity Tracking

5/5

Alerts/Notifications

4.8/5

Top Features

Calendar Management

N/A

Campaign Management

N/A

Client Management

N/A

Pipedrive logo

Cloud-based CRM solution for salespeople

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logo
Pipedrive
logo
Practifi
4.4

Value for money

0.0
19
per user/per month

Starting price

120
per user/per month
4.3

Functionality

0.0

Activity Tracking

4.8/5

Access Controls/Permissions

4.3/5

Alerts/Notifications

4.3/5

Top Features

Calendar Management

N/A

Campaign Management

N/A

Client Management

N/A

Nutshell logo

Sales, marketing and engagement platform

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logo
Nutshell
logo
Practifi
4.4

Value for money

0.0
13
per user/per month

Starting price

120
per user/per month
4.1

Functionality

0.0

Activity Dashboard

5/5

Alerts/Notifications

5/5

Calendar Management

5/5

Top Features

Access Controls/Permissions

N/A

Campaign Management

N/A

Client Management

N/A

ActiveCampaign logo

AI-first marketing platform

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logo
ActiveCampaign
logo
Practifi
4.3

Value for money

0.0
15
flat rate/per month

Starting price

120
per user/per month
4.5

Functionality

0.0

Activity Dashboard

4.6/5

A/B Testing

4.4/5

API

4.3/5

Top Features

Calendar Management

N/A

Campaign Management

N/A

Client Management

N/A

monday CRM logo

Customer relationship management solution

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logo
monday CRM
logo
Practifi
4.5

Value for money

0.0
12
per user/per month

Starting price

120
per user/per month
4.5

Functionality

0.0

Calendar Management

5/5

API

4.8/5

Activity Dashboard

4.6/5

Top Features

Access Controls/Permissions

N/A

Client Management

N/A

Contact Management

N/A

Meritto logo

Purpose-built to grow your enrollments

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logo
Meritto
logo
Practifi
4.5

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

120
per user/per month
4.5

Functionality

0.0

Appointment Scheduling

5/5

Application Management

4.6/5

Alerts/Notifications

4.6/5

Top Features

Calendar Management

N/A

Campaign Management

N/A

Client Management

N/A

Odoo  logo

All-in-one open-source business software

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logo
Odoo
logo
Practifi
4.1

Value for money

0.0
31.1
per user/per month

Starting price

120
per user/per month
4.2

Functionality

0.0

Activity Tracking

4.8/5

Accounting Integration

4.4/5

Activity Dashboard

4.3/5

Top Features

Alerts/Notifications

N/A

API

N/A

Calendar Management

N/A

OpenCRM logo

A true alternative to Salesforce at a fraction of the price!

learn more
logo
OpenCRM
logo
Practifi
4.6

Value for money

0.0
39
per user/per month

Starting price

120
per user/per month
4.4

Functionality

0.0

Campaign Management

5/5

Alerts/Notifications

4.8/5

Activity Dashboard

4.6/5

Top Features

Access Controls/Permissions

N/A

Activity Tracking

N/A

Client Management

N/A

Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

learn more
logo
Less Annoying CRM
logo
Practifi
4.9

Value for money

0.0
15
per user/per month

Starting price

120
per user/per month
4.5

Functionality

0.0

Activity Tracking

5/5

API

5/5

Calendar Sync

5/5

Top Features

Campaign Management

N/A

Client Management

N/A

Contact Management

N/A

NetSuite logo

AI-powered cloud-based business management suite

learn more
logo
NetSuite
logo
Practifi
3.9

Value for money

0.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

120
per user/per month
4.2

Functionality

0.0

Accounting Integration

4.7/5

Accounts Payable

4.5/5

Activity Tracking

4.4/5

Top Features

Alerts/Notifications

N/A

API

N/A

Calendar Management

N/A

Act! logo

More than CRM - Your total relationship solution.

learn more
logo
Act!
logo
Practifi
3.8

Value for money

0.0
30
per user/per month

Starting price

120
per user/per month
3.9

Functionality

0.0

Access Controls/Permissions

5/5

Appointment Scheduling

4.8/5

Activity Dashboard

4.4/5

Top Features

Calendar Management

N/A

Campaign Management

N/A

Client Management

N/A

Copper logo

The CRM designed for Google Workspace

learn more
logo
Copper
logo
Practifi
4.1

Value for money

0.0
12
per user/per month

Starting price

120
per user/per month
4.1

Functionality

0.0

Activity Tracking

5/5

Alerts/Notifications

4.6/5

Calendar/Reminder System

4.4/5

Top Features

Campaign Management

N/A

Client Management

N/A

Contact Management

N/A