Practifi Reviews & Product Details

Practifi has helped tailor and streamline Salesforce to fit the needs of our company. The user interface they have designed for us is much more simple and easier to navigate, our staff has sufficiently adopted to the changes faster than we originally projected. The Practifi team has been fantastic as well. Whenever we have had questions or they have been prompt with their assistance and clearly communicate the answers. Review collected by and hosted on G2.com.

The only drawback I’ve encountered is that some of our data imports have been a bit complex to set up, requiring some time clean-up and formatted correctly. However, the customer support team has been responsive and helpful whenever we've needed assistance, and with their guidance we were able to overcome this issue fairly quickly. Review collected by and hosted on G2.com.

Practifi has given us a clear view into the metrics of the business in a clear and concise manner. I appreciate being able to customize the fields we are using and what we care most about. Being able to generate custom reports and dashboards allows us to see what matters most, quickly. The team has been great in their support of our transition and have been prompt in implementation. Review collected by and hosted on G2.com.

Coming from another CRM it can be time consuming to transition, but worth the investment. Review collected by and hosted on G2.com.

Practifi takes the guess work out of setup in the CRM system! When you want to add a new client, it walks you through the fields that should or might be required. When you want to setup a report to pull data from the information entered or feeding into the system, it's a straight-forward process. I also like the ability to quickly see what tasks I have delegated to other members of the team that have not been completed. Practifi (in addition to email) is where I spend most of my day when working through tasks and requests from clients. Not only does the system notify me anytime a new task is created and assigned to me, but also has linked up with my email calendar to provide reminders of calendar events coming up. I find this feature very helpful as I can sometimes miss notifications in my email for calendar reminders, but Practifi helps me stay on track. Practifi is a MAJOR upgrade from the previous CRM system we were using, and as manager of my team, I've found the platform very easy to train new hires on as well. Review collected by and hosted on G2.com.

The biggest downfall I've seen with Practifi in my time working with this CRM system (over 2 years) is the ability to set proper timing for recurring tasks. Unlike other CRM systems I've worked with that have programed in weekly/monthly/annually, etc., Practifi requires a set number of days. For example, this means that on recurring tasks that you need to see on a specific day of month, it could show up a day too soon or a day late depending on the number of days within that month. My hope is this feature will be upgraded in the system in future deployments to work off of set periods of time OR number of days, giving users the options to choose what best suits them. Review collected by and hosted on G2.com.

Using Practifi has overall been a good experience. The interface is mostly user friendly once you get used to the navigation. I like the ability for customization when it comes to creating fields and workflows. I also like the functionality of deliverables. The customer service has also improved in recent times, and I feel that I am getting more helpful answers when submitting a ticket or going to our CSM. It also integrates fairly well with our Tamarac reporting software. Review collected by and hosted on G2.com.

We had some large difficulties upfront with implementation where our data was not uploaded correctly and many tasks were missing, so we had a rough start with users not feeling like they could trust the system. I also have some difficulties with the functionality in the reporting. For example - it is still very difficult to create a report that shows multiple columns of fields by client, but then filter specifically for clients that have a certain user as a specific business role. You have to specifically use a report for servicing team in order to find these certain subsets of clients, but then the fields in those reports are very limited, so I end up having to combine multiple reports in excel. We also have difficulty with the list email functionality, where it can be difficult to filter for specific subsets of clients by certain business roles, and it is also inconvenient that the maximum clients that can be sent a list email at once is 200. 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.

The product is super intuiatvie and the support team is always helpful Review collected by and hosted on G2.com.

We do not have any major issues with Practifi, most of the issues we run into are slaesforce limitations. Review collected by and hosted on G2.com.

My firm has been using Practifi for about 2 months. We have requested numerous customizations based on the way we currently do business and Practifi has been able to consistently deliver on these requests in a timely manner. Review collected by and hosted on G2.com.

Integration for us has been slow as we have many users who have never used a CRM and change is always difficult, but the Practifi team has been a great support in our effort and our new users are getting more and more comfortable every day. Review collected by and hosted on G2.com.

Integration with Addepar, and it was built for my investment management business Review collected by and hosted on G2.com.

It operates on a Salesforce chassis. This is good, but it's a language all its own. The Practifi tech support people are very good and completely understand Salesforce. However, as a non tech, non CRM minded professional, I find it sometimes hard to articulate my wish in Salesforce terminology. I wish Practifi had more investment management experienced client relationship manager who can show us the best practices that have been developed that we could immediately use, rather than try to build solutions ourselves. Review collected by and hosted on G2.com.

I like that they are continually upgrading the product and we have a central point of contact we can reach out to for assistance. Review collected by and hosted on G2.com.

When we have technical issues, the only want to communicate/troubleshoot with the support team is via email. We aren't able to call and talk over the phone.

I also wish we could get a direct phone number for our Client Success Manager. They only communicate by email. Review collected by and hosted on G2.com.

Practifi has a great team that are willing to listen and work to help customize our instance and needs. Their out of the box product is great for advisors and even better they are built to support enterprise firms as well. Review collected by and hosted on G2.com.

Although built on Salesforce, there are some limitations in features/products that Salesforce direct has. Review collected by and hosted on G2.com.