App comparison
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Practifi
Cloud CRM for wealth management firms
Last updated: September 2026
Practifi Alternatives & Competitors (2026)
Top 7 free alternatives
Bigin by Zoho CRM
The easiest small business CRM, now enhanced with AI.
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
EngageBay CRM
Integrated sales & marketing software for growing teams
Value for money
Starting price
Functionality
A/B Testing
5/5
Activity Tracking
5/5
Alerts/Notifications
4.8/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
HoneyBook
Client management for freelancers & SMBs
Value for money
Starting price
Functionality
Accounting Integration
5/5
Activity Dashboard
4.7/5
Alerts/Notifications
4.5/5
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
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
monday AI Work Platform
Project management software
Value for money
Starting price
Functionality
Accounting
5/5
360 Degree Feedback
4.8/5
Advertising Management
4.8/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Bitrix24
Cloud & on-premises workspace for all business sizes
Value for money
Starting price
Functionality
Activity Tracking
4.4/5
Access Controls/Permissions
4.2/5
Accounting
4/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
LeadSquared
Built for Experiences, Tuned for Outcomes.
Value for money
No pricing info
Starting price
Functionality
Alerts/Notifications
4.5/5
API
4.5/5
Activity Tracking
4.3/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
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
Salesforce Sales Cloud
Cloud-based CRM and sales automation software
Value for money
Starting price
Functionality
AI/Machine Learning
4.9/5
Activity Tracking
4.6/5
Activity Dashboard
4.5/5
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
Method CRM
The Customizable QuickBooks CRM That Works Your Way
Value for money
Starting price
Functionality
Calendar/Reminder System
4.6/5
Alerts/Notifications
4.2/5
Activity Dashboard
4.2/5
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
Access Controls/Permissions
4.5/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
Starting price
Functionality
Accounting
5/5
Applicant Tracking
5/5
Assignment Management
4.7/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
Starting price
Functionality
Activity Tracking
4.8/5
Access Controls/Permissions
4.3/5
Alerts/Notifications
4.3/5
Top Features
Access Control
N/A
Action Items
N/A
AI Meeting Transcription
N/A
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
Value for money
Starting price
Functionality
API
4.5/5
A/B Testing
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
Accounting Integration
5/5
Activity Tracking
5/5
Access Controls/Permissions
4.5/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
Starting price
Functionality
Activity Tracking
5/5
Alerts/Notifications
4.8/5
Activity Dashboard
4.5/5
Top Features
Access Control
N/A
Action Items
N/A
AI Copilot
N/A
Value for money
No pricing info
Starting price
Functionality
AI Copilot
5/5
Interaction Tracking
5/5
Lead Management
5/5
Top Features
Access Control
N/A
Access Controls/Permissions
N/A
Action Items
N/A