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Practifi
The single, unified workplace for your advisory firm.
Last updated: March 2026
Practifi Alternatives & Competitors (2026)
Top 5 free alternatives
Zoho CRM
Customer relationship management solution
Value for money
Starting price
Functionality
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
HubSpot CRM
CRM and lead management solution
Value for money
Starting price
Functionality
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
Bigin by Zoho CRM
Pipeline-centric CRM system for small businesses
Value for money
Starting price
Functionality
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
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
Campaign Management
N/A
Client Management
N/A
Contact Management
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
Activity Dashboard
4.5/5
Top Features
Alerts/Notifications
N/A
API
N/A
Calendar Management
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
Campaign Management
N/A
Client Management
N/A
Contact Management
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
4.7/5
Calendar/Reminder System
4.6/5
Top Features
Activity Dashboard
N/A
Campaign Management
N/A
Client Management
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
Campaign Management
N/A
Client Management
N/A
Contact Management
N/A
Creatio CRM
New era CRM to manage all customer and operational workflows
Value for money
Starting price
Functionality
Access Controls/Permissions
5/5
Alerts/Notifications
5/5
Activity/News Feed
4/5
Top Features
Calendar Management
N/A
Campaign Management
N/A
Client Management
N/A
Method CRM
The most customizable QuickBooks CRM
Value for money
Starting price
Functionality
Calendar/Reminder System
4.6/5
Alerts/Notifications
4.2/5
Activity Dashboard
4.2/5
Top Features
Campaign Management
N/A
Client Management
N/A
Contact Management
N/A
Financial Services Cloud
Cloud-based CRM software for financial services institutions
Value for money
Starting price
Functionality
Accounting
5/5
Activity Dashboard
5/5
Accounting
N/A
Top Features
Calendar Management
N/A
Campaign Management
N/A
Client Management
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 Controls/Permissions
N/A
Calendar Management
N/A
Client Management
N/A
Value for money
Starting price
Functionality
Activity Dashboard
4.5/5
Appointment Management
4.3/5
Activity Tracking
4/5
Top Features
Calendar Management
N/A
Campaign Management
N/A
Client Management
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
Calendar Management
N/A
Campaign Management
N/A
Client Management
N/A
Value for money
Starting price
Functionality
Calendar Management
5/5
Client Management
4.2/5
Access Controls/Permissions
4/5
Top Features
Contact Management
N/A
CRM
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 Controls/Permissions
N/A
API
N/A
Campaign Management
N/A
Value for money
Starting price
Functionality
Access Controls/Permissions
5/5
Activity Tracking
5/5
Alerts/Notifications
5/5
Top Features
Activity Dashboard
N/A
Calendar Management
N/A
Campaign Management
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
Calendar Management
N/A
Campaign Management
N/A
Client Management
N/A
Value for money
Starting price
Functionality
Accounting
N/A
Accounts Payable
N/A
Accounts Receivable
N/A
Top Features
Calendar Management
N/A
Campaign Management
N/A
Client Management
N/A
Value for money
Starting price
Functionality
Appointment Management
N/A
Appointment Scheduling
N/A
Approval Process Control
N/A
Top Features
Calendar Management
N/A
Campaign Management
N/A
Client Management
N/A