Practifi vs Redtail CRM (2026): which should you pick?
As of Nov 12, 2026, Redtail CRM grades higher than Practifi: 2.0 against 1.6 out of 4.0.
Checked Nov 12, 2026 · graded Nov 12, 2026 by ToolGPA
Practifi grades higher on features. Redtail CRM grades higher on value for money, the free plan and platforms. They get the same grade on ease of use.
Price, platforms and features side by side. The table says where each price was read and when.
Practifi
CRM for wealth management firms, in AI-first or configurable form
Redtail CRM
CRM for financial advisors, with compliant texting and imaging
Which one is for you
Pick Practifi if
- Fits if you run an RIA or wealth management firm
- Makes sense if you want a notetaker and AI briefings bundled into the licence
Look elsewhere if
- Pricey if you are a small practice: $135 a user is the entry point and it depends on firm size
- Watch out: Sentir's $195 is launch pricing for contracts signed by 31 December 2026, then $245
- Watch out: Protect, Promote, Portals and Sandbox are priced separately
- Not for you if you want a general sales CRM, a free trial or self-serve sign-up
Pick Redtail CRM if
- Fits if you are a solo advisor or small advisory practice
- Works for firms that must archive client notes, email and texts
Look elsewhere if
- Tight if you grow past 5 users, as Launch caps there
- Skip it if you want workflows or texting on the cheaper plan, because both start on Growth at $59
- Watch out: compliant texting depends on broker-dealer approval
- Watch out: Enterprise has no published price and needs a minimum licence commitment
How we grade them
| 1.6GPAPractifiWeak | 2.0GPARedtail CRMFair | |
|---|---|---|
| Value for money | DNaya starts at $135 a user and Sentir at $195, rising to $245. The category's dearest tenth starts at $99. | C$39 a user billed yearly ($45 monthly) on Launch and $59 on Growth, where the workflows are. |
| Free plan and trial | FNo free plan and no trial; both products are sold through sales. | DA 30-day trial of Growth for new users, with no word on a card. No free plan. |
| Features | BA wealth management data model, workflows, pipelines, compliance records and AI briefings. Nothing in the listing is missing for advisory firms. | CContacts, accounts, pipeline, reporting and a mobile app. Workflows, imaging and Speak need Growth. |
| Ease of use | CNo store rating on record. Configured per firm, with workflows to set up. | CNo store rating on record. Workflows and integrations to set up. |
| Platforms and integrations | CWeb only, and the listing names no integrations. | BWeb and a mobile app, with Orion, Schwab, eMoney, Fidelity, Envestnet and Zapier connections. |
| Best for | a wealth management CRM, bought through sales | a CRM for solo advisors and small advisory firms |
The GPA is the average of the five grades: an A is 4 points, an F is none. The full reasons are on each tool's page: Practifi and Redtail CRM. How we grade
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. Redtail CRM starts at $39 a month for each person and scores 2.3.
They score the same, and Redtail CRM starts $96 a month lower. Of the other CRM tools on the chart, 39 score higher than Practifi for less, and 30 score higher than Redtail CRM for less.
Features, ease of use and platforms, averaged
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
Where they differ
- Practifi also covers meeting notes and AI agents.
- Redtail CRM also covers calendar, documents and business texting.
At a glance
| Practifi | Redtail CRM | |
|---|---|---|
| Pricing | Paid | Free trial |
| Starts at | $135 per user / month (Naya, tiered by firm size and configuration) | $39 per user / month, billed yearly ($45 billed monthly) |
| Free plan | None | None |
| Free trial | None listed | 30-day free trial of the Growth plan, for new users only |
| Web | ||
| Made by | Practifi | Redtail Technology |
| Price read from | practifi.com | redtailtechnology.com |
| Checked | Nov 12, 2026 | Nov 12, 2026 |
Worth knowing
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.
Redtail CRM
- Launch is limited to 5 users and has no workflows, imaging or texting; those start on Growth.
- Compliant texting is subject to broker-dealer approval.
- Enterprise has no published price and needs a minimum license commitment.
- The 30-day trial covers the Growth plan and is for new users only.
Key features
Practifi
- Wealth-management data model
- Client records cover households, entities and relationships, with role-specific views for advisors, operations and leadership.
- Workflow engine
- Naya includes pre-built workflows for account openings and annual client reviews, which firms can configure.
- Pipeline and centers of influence
- A pipeline built for advisory firms, plus tracking of referral sources with attribution.
- AI briefings and agents
- Sentir writes briefings on each client record, runs AI agents by domain and says every output is cited and logged.
- AI notetaker and meeting prep
- Sentir includes a notetaker for virtual and in-person meetings with unlimited transcripts and prep notes drafted from a firm template.
- Compliance records
- Emails, documents, meetings and notes are kept in one auditable record per client.
Redtail CRM
- Contacts and accounts
- Contact and account management with user-defined fields, segmentation, compliant note entry and archiving, and customizable database lists.
- Workflows and automation
- Process workflows, automation triggers and templates are listed from the Growth plan.
- Sales pipeline tracker
- A pipeline tracker and seminar and event management sit alongside shareable calendars and automated reports.
- Redtail Imaging
- CRM-integrated document management with audit trails, indexes for searching files and 200 GB of storage, included in Growth.
- Redtail Speak
- Archived, searchable texting for advisors, with scheduling, bulk texting and an AI assistant. The page says it is subject to broker-dealer approval.
- Integrations and mobile app
- The vendor lists more than 100 integrations with advisor tools, plus a secure mobile app on both plans.
Plans
Practifi
Naya$135
per user / month, starting price
Configurable CRM with workflows, pipeline tracking, compliance records, reporting and open API. Priced by firm size and configuration; add-ons cost extra. Sold through sales.
Sentir$195
per user / month, launch pricing for contracts signed by Dec. 31, 2026
AI-native CRM with agents, briefings, a notetaker, projects and MCP access in one price. Rises to $245 after launch pricing. Sold through sales.
Redtail CRM
Launch$39
per user / month, billed yearly ($45 billed monthly)
Maximum of 5 users. Contact and account management, reporting, segmentation, mobile app and integrations.
Growth$59
per user / month, billed yearly ($65 billed monthly)
Unlimited users. Everything in Launch plus Imaging and Speak, process workflows, automation triggers, permissions and document storage.
EnterpriseCustom
Customizable plans for larger teams and advisor networks, with a minimum license commitment. Sold through sales.
Ways to pay less
Practifi
No public discounts listed.
Redtail CRM
- Annual discount
Save with yearly billing
Launch is $39 per user a month billed yearly against $45 billed monthly; Growth is $59 against $65.
Common questions
Which is cheaper, Practifi or Redtail CRM?
As of Nov 12, 2026, Redtail CRM is cheaper to start with: $39 a month for each person, against $135 a month for each person for Practifi. Practifi starts at $135 per user / month (Naya, tiered by firm size and configuration), and Redtail CRM starts at $39 per user / month, billed yearly ($45 billed monthly).
Which has a free plan, Practifi or Redtail CRM?
As of Nov 12, 2026, neither Practifi nor Redtail CRM has a free plan. Redtail CRM has a free trial.
More comparisons
How this page was made
- The verdict at the top follows a fixed rule. When both tools are in the same category and either is in our top three for it, the verdict follows that ranking: the higher-placed tool is our pick. The top three weigh who each tool suits as well as its grades, so a pick can go against the GPA. Otherwise the page does not pick one and says which grades higher: the higher GPA first; on a tie, the one with a free plan, then the one that starts cheaper in dollars a month, counted the same way for both; if they are still level, what the choice depends on.
- The grades are our own, from each tool’s review or report card. The GPA is their average.
- Prices, plans and platforms come from each tool’s listing. The table above says where each price was read and when.
- The differences and the answers to the questions are worked out from those listings.