App comparison
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Practifi
Cloud CRM for wealth management firms
Last updated: September 2026
Practifi Alternatives & Competitors (2026)
Top 3 free alternatives
Less Annoying CRM
For small businesses outgrowing spreadsheets.
Value for money
Starting price
Functionality
Activity Tracking
5/5
API
5/5
Calendar Sync
5/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
monday CRM
Customer relationship management solution
Value for money
Starting price
Functionality
API
4.8/5
Activity Dashboard
4.6/5
Activity Tracking
4.5/5
Top Features
Access Control
N/A
Access Controls/Permissions
N/A
Action Items
N/A
Daylite for Mac
All-in-One Business App for Service-Based Firms.
Value for money
Starting price
Functionality
Business Process Automation
5/5
Calendar Management
4.8/5
Calendar/Reminder System
4.6/5
Top Features
Access Control
N/A
Action Items
N/A
Activity Dashboard
N/A
Zoho CRM
Customer relationship management solution
Value for money
Starting price
Functionality
Activity Dashboard
4.6/5
Access Controls/Permissions
4.4/5
Alerts/Escalation
4.4/5
Top Features
Access Control
N/A
Action Items
N/A
AI Meeting Transcription
N/A
Copper
The CRM designed for Google Workspace
Value for money
Starting price
Functionality
Activity Tracking
5/5
Alerts/Notifications
4.6/5
Calendar/Reminder System
4.4/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Sage Intacct
Best-in-class Cloud ERP for Finance
Value for money
No pricing info
Starting price
Functionality
Activity Tracking
5/5
Accounting
4.6/5
Accounting Integration
4.4/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
NetSuite
AI-powered cloud-based business management suite
Value for money
No pricing info
Starting price
Functionality
Accounting Integration
4.7/5
Accounts Payable
4.5/5
Activity Tracking
4.4/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Maximizer CRM
Customer relationship and lead management solution
Value for money
Starting price
Functionality
Activity Tracking
5/5
Alerts/Notifications
5/5
Activity Dashboard
4/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
Starting price
Functionality
Batch Processing
5/5
Activity Tracking
4.6/5
Alerts/Notifications
4.5/5
Top Features
Access Control
N/A
Access Controls/Permissions
N/A
Action Items
N/A
Value for money
Starting price
Functionality
Activity Tracking
4.6/5
Contact Database
4.6/5
Calendar Sync
4.5/5
Top Features
Access Control
N/A
Access Controls/Permissions
N/A
Action Items
N/A
Value for money
Starting price
Functionality
Activity Dashboard
4.5/5
Appointment Management
4.3/5
Activity Tracking
4/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
Starting price
Functionality
Activity Tracking
4.7/5
Access Controls/Permissions
4.2/5
API
3.8/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
Starting price
Functionality
API
4.8/5
Activity Dashboard
4.5/5
Access Controls/Permissions
4.4/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
Starting price
Functionality
Access Controls/Permissions
5/5
Activity Tracking
5/5
Appointment Scheduling
5/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
Starting price
Functionality
Access Controls/Permissions
5/5
Activity/News Feed
4/5
A/B Testing
N/A
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
Starting price
Functionality
Calendar Management
5/5
Access Controls/Permissions
4/5
Activity Dashboard
4/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
Starting price
Functionality
Contact Database
4.7/5
Contact Management
4.5/5
Collaboration Tools
4.5/5
Top Features
Access Control
N/A
Access Controls/Permissions
N/A
Action Items
N/A
Value for money
No pricing info
Starting price
Functionality
Accounting
N/A
Activity/News Feed
N/A
Activity Planning
N/A
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
Starting price
Functionality
Accounting
5/5
Activity Dashboard
5/5
Accounting
N/A
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
No pricing info
Starting price
Functionality
Accounting
N/A
Accounting Integration
N/A
Accounts Payable
N/A
Top Features
Access Control
N/A
Action Items
N/A
AI Meeting Transcription
N/A