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
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Call Logging
Not Supported
Quotes / Proposals
Not Supported
Financial CRM
Account Alerts
Supported
Asset Management
Supported
Expense Tracking
Supported
Household Tracking
Supported
Influence Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Supported
