Practifi review (2026): is it worth $135 a month per user?
CRM for wealth management firms, in AI-first or configurable form
Black Friday: is there a Practifi sale?
Practifi report card
Weak · out of 4.0 · graded Nov 12, 2026
Best for a wealth management CRM, bought through sales
Practifi is a CRM built around advisory firms, in two products: Naya from $135 a user and Sentir with AI at $195 a user. Neither can be bought without talking to sales, and it is not a general sales CRM.
Who Practifi is for
- Fits if you run an RIA or wealth management firm
- Makes sense if you want a notetaker and AI briefings bundled into the licence
Who Practifi is not for
- 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
Why Practifi gets a 1.6
Five grades, each with its reason. The GPA is their average: an A is 4 points, an F is none.
- DValue for moneyNaya starts at $135 a user and Sentir at $195, rising to $245. The category's dearest tenth starts at $99.
- FFree plan and trialNo free plan and no trial; both products are sold through sales.
- BFeaturesA wealth management data model, workflows, pipelines, compliance records and AI briefings. Nothing in the listing is missing for advisory firms.
- CEase of useNo store rating on record. Configured per firm, with workflows to set up.
- CPlatforms and integrationsWeb only, and the listing names no integrations.
What these grades rest on. Graded from this listing, whose facts were read from Practifi's own pages on 12 November 2026. Not based on using the product, and shorter than our full reviews. How we review and grade.
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<a href="https://toolgpa.com/tools/practifi#review"><img src="https://toolgpa.com/badge/practifi.svg" alt="Practifi: 1.6 GPA on ToolGPA" width="196" height="56"></a>Where Practifi stands among CRM tools
Practifi's GPA of 1.6 is higher than 0 of the 72 other CRM tools we grade, and level with 4.
It stands best on features (B, above 35 of 72) and worst on free plan and trial (F, above 0).
Its paid plans start at $135 a month for each person, against a middle price of $27.92 for the category: 61 of the 66 others that charge start lower.
On features, ease of use and platforms it scores 2.3 out of 4. 39 tools score higher and cost less.
Each grade against the category
Every bar is all 73 CRM tools we grade, cut by the letter each got. Practifi’s own letter is outlined.
- DValue for moneyAbove 0 of 72, level with 26
- FFree plan and trialAbove 0 of 72, level with 11
- BFeaturesAbove 35 of 72, level with 33
- CEase of useAbove 1 of 72, level with 59
- CPlatforms and integrationsAbove 0 of 72, level with 9
Price against what you get
Each dot is one of 67 CRM tools. Further left costs less, and higher up scores better on features, ease of use and platforms. Point at a dot to see which tool it is.
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
Keep Practifi, or make your own?
Keep it
To replace Practifi you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 68 of the 72 other CRM tools grade higher. It costs $1,620 a year.
What you could make
- Sales pipeline and reports: an app builder makes these well.
What you could not
- Connections to other products, each kept working as those products change.
- An AI agent, with the models and the safeguards behind it.
- A bot that joins your calls and turns the talk into notes.
- It is priced for each person, which means accounts and billing for a team.
- The depth: we grade its features B, which means it covers the whole job.
What this rests on. Practifi’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
What is Practifi?
Practifi sells CRM software to registered investment advisor (RIA) firms and other wealth managers. It comes in two products: Sentir, which builds AI agents and briefings into the CRM, and Naya, a configurable CRM with a wealth-management workflow engine. Both track clients, households, workflows, pipeline and compliance records.
Worth knowing
- 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.
Key features
- 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.
Practifi pricing
As of Nov 12, 2026, Practifi is a paid product, starting at $135 per user / month (Naya, tiered by firm size and configuration).
- Starts at
- $135 per user / month (Naya, tiered by firm size and configuration)
- Free plan
- None
- Free trial
- None listed
| Plan | Price | What you get |
|---|---|---|
| Naya | $135per 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 | $195per 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. |
Read from practifi.com on Nov 12, 2026. Prices change, so confirm with Practifi before you buy.
Practifi alternatives
- Practifi vs Wealthbox
Free trial · from $65/mo
- Practifi vs Redtail CRM
Free trial · from $39/mo
- Practifi vs Salesforce
Free plan · from $25/mo
- Practifi vs Affinity
From $2,000/yr
Common questions
Does Practifi have an Android app?
No Android app was listed when its pages were read on Nov 12, 2026. Practifi is listed for Web.
Does Practifi have an iPhone app?
No iPhone app was listed when its pages were read on Nov 12, 2026. Practifi is listed for Web.
Is Practifi open source?
Practifi is not described as open source on its own site, as read on Nov 12, 2026.
Does Practifi have an API?
Yes. Practifi offers a public API, according to its own site.
Sources for this page
The prices, plans, platforms and features above were read from these pages on Nov 12, 2026.