Audience
CRM solution for companies looking for a tool to manage their business operations
About Practifi
Practifi is the performance optimization platform that transforms data into insights, action and excellence at scale. We help wealth management firms go beyond traditional CRMs and redefine what’s possible. Unlike traditional CRMs, Practifi unifies your team, data and best-in-class tools to give the visibility and oversight you need to drive your organization forward. Our enterprise workflow engine, open API and robust analytics centralize data sources to maximize actions and insights. Practifi has been recognized as one of the best platforms in the industry, earning high accolades for our intelligent platform design and innovative features. We believe that partnership means more than just picking up the phone when something goes wrong. Our team is committed to working closely with clients to find solutions to their challenges–or build them if they don’t exist.
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Pricing
Starting Price:
$80 per user per month
Pricing Details:
Billed annually
Integrations
Company Information
Practifi
Founded: 2013
Australia
practifi.com
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Product Details
Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online
Practifi Frequently Asked Questions
Practifi Product Features
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management
Call Logging
Quotes / Proposals
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
