Practifi Pricing Overview
Practifi at a glance
Practifi's platform subscription includes everything your team needs to get started with Practifi. Pricing also includes access to Practifi's knowledgebase, support team, and e-learning platform, PractifiU.
| Name | Price | Features |
|---|---|---|
| Additional User Subscription | $120.00Per Month | Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
|
| Practifi Platform Subscription | $1,200.00Per Month | Base platform subscription that includes up to 10 standard Salesforce licenses and everything your team needs to get started and succeed with Practifi. Minimum one year term.
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Practifi pricing & plans
Practifi Pricing Reviews
The workflow tool in Practifi is a true value add to RIA firms. Review collected by and hosted on G2.com.
Theres so much the program can do but learning how things function can be very difficult. They don't have the robust support staff to get training questions answered quickly. Review collected by and hosted on G2.com.
The ability to report on almost anything has been very useful. The ability to quickly modify desired pages has been very useful as well. When a user asks for a new field to store data it only takes me a handful of minutes to roll something like that. It's integration with Orion has been extremely useful as well - especially with field syncing reducing the need to update both databases manually. I also like that our teammembers actually use the thing regularly, rather than just a handful like our old CRM. Unfortunately the main gap in usage comes from leadership, though it seems to work alright to have data floated up from the team to the partners. Review collected by and hosted on G2.com.
The onboarding (though 3 years in the past now) was quite lengthy and I don't believe our onboarding education was handled as well as it could have been. In addition asking for support always seems to dance between the line of getting actual platform support vs getting pushed for professional services. In addition I have a feeling that having taken a good few Salesforce trailheads I may have more of a command of the platform that could be expected from the casual user. I've accidentally (pretty severely) broken things before and thankfully have been able to fix them myself pretty quickly, but the time it takes for a response concerns me for the inevitable time I break something I can't fix and need to wait however many hours for a response from the team on a solution. In addition being part of a managed package means that a lot of customization is locked behind Apex code, flows, or objects I can't touch - leading to minor adjustments like the fields I want users to input when creating a new household being out of reach and locked to a professional services engagement. I also really dislike how finnicky things are with switching between table or having different fields on different screens dictate how other fields behave. The best example I think is how clunky the location address system is within Practifi. Even today three years in our users avoid updating addresses and prefer myself and my power user colleague to do it for them. Review collected by and hosted on G2.com.
