Top 10 Practifi Alternatives & Competitors

Top 10 Alternatives to Practifi Recently Reviewed By G2 Community

#1

Salesforce Financial Services Cloud
By Salesforce
(92)4.2 out of 5
Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.
Categories in common with Practifi:
• Financial Services CRM
Reviewers say compared to Practifi, Salesforce Financial Services Cloud is:
Easier to set up
Easier to admin
See all Salesforce Financial Services Cloud reviews
#2

Wealthbox CRM
By Wealthbox
(102)4.5 out of 5
CRM for Financial Advisors
Categories in common with Practifi:
• Financial Services CRM
Reviewers say compared to Practifi, Wealthbox CRM is:
Easier to admin
Easier to set up
More usable
See all Wealthbox CRM reviews

Sponsored
TaskSuite
(3)5.0 out of 5
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
Visit Website
Visit Website
#3

Redtail Technology
By Orion Advisor Tech
(157)4.3 out of 5
Redtail Technology is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.
Categories in common with Practifi:
• Financial Services CRM
Try for free
Reviewers say compared to Practifi, Redtail Technology is:
Easier to set up
Easier to admin
Better at support
See all Redtail Technology reviews
#4

AdvisorEngine CRM
By Junxure
(26)4.0 out of 5
Categories in common with Practifi:
• Financial Services CRM
Reviewers say compared to Practifi, AdvisorEngine CRM is:
Easier to set up
Easier to do business with
Easier to admin
See all AdvisorEngine CRM reviews
#5

Maximizer
By Maximizer Software
(572)4.0 out of 5
Optimized for quick response
The command center for sales leaders and representatives to be more data-driven, boost productivity, and reach revenue goals together.
Categories in common with Practifi:
• Financial Services CRM
Get a quote
Reviewers say compared to Practifi, Maximizer is:
Easier to set up
Easier to admin
See all Maximizer reviews
#6

Total Expert
By Total Expert
(134)4.5 out of 5
Optimized for quick response
Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.
Categories in common with Practifi:
• Financial Services CRM
Get a quote
Reviewers say compared to Practifi, Total Expert is:
Easier to admin
Easier to set up
Easier to do business with
See all Total Expert reviews
#7

Merchant Relationship Management by NMI
By NMI
(94)4.6 out of 5
Integrated Reporting is Simple (IRIS CRM) is a premier sales automation software company servicing clients in the payments industry.
Categories in common with Practifi:
• Financial Services CRM
Reviewers say compared to Practifi, Merchant Relationship Management by NMI is:
Easier to set up
Easier to admin
Better at support
See all Merchant Relationship Management by NMI reviews
#8

Backstop Solutions Suite
By ION Analytics
(46)4.7 out of 5
Backstop offers the industry-leading, cloud-based productivity suite to funds of funds, pensions, endowments, foundations, investment consultants, family offices, hedge funds, and private equity firms
Categories in common with Practifi:
• Financial Services CRM
Reviewers say compared to Practifi, Backstop Solutions Suite is:
Easier to admin
Easier to set up
More usable
See all Backstop Solutions Suite reviews
#9

SmartOffice
By Ebix
(28)3.7 out of 5
CRM system for Insurance and Financial Services
Categories in common with Practifi:
• Financial Services CRM
Reviewers say compared to Practifi, SmartOffice is:
Easier to admin
Easier to set up
See all SmartOffice reviews
#10

Affinity
By Affinity, Inc.
(66)4.4 out of 5
Optimized for quick response
Affinity is a relationship intelligence platform built to expand and evolve the traditional CRM. Affinity helps your team curate and grow its network by unlocking introductions to decision makers and auto-populating your pipeline to increase deal flow using AI and natural language processing, .
Categories in common with Practifi:
• Financial Services CRM
Reviewers say compared to Practifi, Affinity is:
Easier to set up
Better at support
More usable
See all Affinity reviews

Sponsored
TaskSuite
(3)5.0 out of 5
TaskSuite is a revolutionary cloud-based solution designed to transform the loan management landscape. Our platform streamlines every phase of the loan lifecycle, from origination through servicing to credit management, with unparalleled efficiency. By leveraging TaskSuite, financial institutions can enjoy a seamless, automated process that reduces manual work, accelerates decision-making, and enhances customer satisfaction. Our innovative system offers robust customization options, allowing for a tailored approach that meets the unique needs of brokers and lenders alike. TaskSuite stands out by providing comprehensive analytics, real-time tracking, and a user-friendly interface, ensuring that our clients stay ahead in the competitive financial market.
Visit Website
Visit Website