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Practifi alternatives

As of Nov 12, 2026, the highest-graded Practifi alternative is Salesforce (2.8 GPA). It's also the best free one.

Practifi compared with 4 alternatives: Wealthbox, Redtail CRM, Salesforce and Affinity.

Practifi is a paid product, starting at $135 per user / month (Naya, tiered by firm size and configuration). 1 of the 4 alternatives is free or has a free plan. 2 more offer a free trial.

Listings checked up to Nov 12, 2026 · Where the facts come from

Black Friday: is there a Practifi sale?

At a glance

ToolPriceFree planRuns on
PractifiThis toolFrom $135/moNoWeb
WealthboxFree trial · from $65/moTrial onlyWeb, iOS, Android
Redtail CRMFree trial · from $39/moTrial onlyWeb
SalesforceFree plan · from $25/moYesWeb, iOS, Android, Browser extension
AffinityFrom $2,000/yrNoWeb, Browser extension

Price against what you get

Practifi starts at $135 a month for each person and scores 2.3 out of 4 on features, ease of use and platforms. 1 of the 4 alternatives on this chart scores higher and starts lower: Salesforce.

Wealthbox and Redtail CRM start lower without scoring higher.

Features, ease of use and platforms, averaged

C2.0B3.0A4.0$1$2$5$10$20$50$100$200$500More for lessCosts more, scores moreCosts less, scores lessCosts more, scores lessPractifiWealthboxRedtail CRMSalesforceAffinity

What paid plans start at, a month (each step along is roughly double) →

  • The best score at each price
  • Has a free plan
  • No free plan
The full chart of CRM tools, and the best at every price

How each one differs from Practifi

  1. Wealthbox

    CRM built for financial advisors and wealth management firms

    • Wealthbox starts at $65 per user / month (billing basis not stated).
    • Wealthbox also lists iOS and Android apps.
    • Wealthbox also covers tasks and dashboards.
    • Wealthbox does not cover AI agents, which Practifi does.

    Suits: Independent financial advisors and RIA teams

    Wealthbox vs PractifiWealthbox pricing and details

  2. Redtail CRM

    CRM for financial advisors, with compliant texting and imaging

    • Redtail CRM starts at $39 per user / month, billed yearly ($45 billed monthly).
    • Redtail CRM also covers calendar, documents and business texting.
    • Redtail CRM does not cover meeting notes and AI agents, which Practifi does.

    Suits: Solo advisors and small advisory practices

    Redtail CRM vs PractifiRedtail CRM pricing and details

  3. Salesforce

    CRM platform for sales teams with AI agents and a free 2-user suite

    • Salesforce starts at $25 per user / month, billed monthly or annually.
    • Salesforce has a free plan, which Practifi lacks.
    • Salesforce also lists iOS and Android apps and a browser extension.
    • Salesforce does not cover meeting notes, which Practifi does.

    Suits: Sales organizations that need forecasting, territories and deep customization

    Salesforce vs PractifiSalesforce pricing and details

  4. Affinity

    Relationship-intelligence CRM for investment and deal teams

    • Affinity starts at $2,000 per user / year, billed annually.
    • Affinity also lists a browser extension.
    • Affinity does not cover workflow automation, which Practifi does.

    Suits: Venture capital, private equity and investment banking teams

    Affinity vs PractifiAffinity pricing and details

Limits worth knowing in Practifi

  • No self-serve sign-up or free trial is shown; both products are bought by talking to sales.
  • Naya's $135 is a starting price that depends on firm size and configuration, and add-ons such as Protect, Promote, Portals and Sandbox are priced separately.
  • Sentir's $195 is launch pricing for contracts signed by December 31, 2026; the page lists $245 per user per month after that.
  • Built for wealth management; it is not a general-purpose sales CRM.
Practifi pricing and details

Common questions

What are the alternatives to Practifi?

The alternatives to Practifi in this directory are Wealthbox, Redtail CRM, Salesforce and Affinity. Each one has a side-by-side comparison with Practifi.

Is there a free alternative to Practifi?

Yes. Salesforce has a free plan alongside paid ones.

Which Practifi alternatives work on Android?

The Practifi listing does not include an Android app. Wealthbox and Salesforce list one.

Which Practifi alternatives work on iOS?

The Practifi listing does not include an iOS app. Wealthbox and Salesforce list one.

When were these prices checked?

Each listing shows its own date. On this page they run from Nov 2, 2026 to Nov 12, 2026. Vendors change prices without notice, so confirm on their site before you buy.

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