# Practifi review (2026): is it worth $135 a month per user? > CRM for wealth management firms, in AI-first or configurable form Checked Nov 12, 2026 ยท graded Nov 12, 2026 by ToolGPA. 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. - **Category:** CRM Software - **Made by:** Practifi - **Website:** https://www.practifi.com - **Runs on:** Web - **Who should skip it:** Pricey if you are a small practice: $135 a user is the entry point and it depends on firm size. - **Facts last checked:** Nov 12, 2026 ## Pricing As of Nov 12, 2026, Practifi is a paid product, starting at $135 per user / month (Naya, tiered by firm size and configuration). - **Pricing model:** Paid - **Free plan:** None. - **Free trial:** None listed. | Plan | Price | What you get | | --- | --- | --- | | 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. | Read from https://www.practifi.com/pricing/ on Nov 12, 2026. Prices change, so confirm with Practifi before buying. ## 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. ## Good for - RIA and wealth management firms that want a CRM shaped around advisory workflows - Firms that want AI briefings and a notetaker bundled into the CRM license ## 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. ## ToolGPA grades **GPA: 1.6 out of 4**, graded Nov 12, 2026. 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. - **Value for money: D.** Naya starts at $135 a user and Sentir at $195, rising to $245. The category's dearest tenth starts at $99. - **Free plan and trial: F.** No free plan and no trial; both products are sold through sales. - **Features: B.** A wealth management data model, workflows, pipelines, compliance records and AI briefings. Nothing in the listing is missing for advisory firms. - **Ease of use: C.** No store rating on record. Configured per firm, with workflows to set up. - **Platforms and integrations: C.** Web only, and the listing names no integrations. These are ToolGPA's own grades. 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. ## Where it 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. The category's chart of price against score: https://toolgpa.com/charts/crm ## Keep it, 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. - You could make: Sales pipeline and reports: an app builder makes these well. - You could not: Connections to other products, each kept working as those products change. - You could not: An AI agent, with the models and the safeguards behind it. - You could not: A bot that joins your calls and turns the talk into notes. - You could not: It is priced for each person, which means accounts and billing for a team. - You could not: The depth: we grade its features B, which means it covers the whole job. A judgement by ToolGPA from this listing, by rules that are the same for every tool. Nothing was built to test it. **Tags:** Sales pipeline, Workflow automation, AI features, AI agents, Meeting notes, Reports, Public API ## Alternatives - [Wealthbox](https://toolgpa.com/tools/wealthbox): CRM built for financial advisors and wealth management firms. [Compare](https://toolgpa.com/compare/practifi-vs-wealthbox) - [Redtail CRM](https://toolgpa.com/tools/redtail-crm): CRM for financial advisors, with compliant texting and imaging. [Compare](https://toolgpa.com/compare/practifi-vs-redtail-crm) - [Salesforce](https://toolgpa.com/tools/salesforce): CRM platform for sales teams with AI agents and a free 2-user suite. [Compare](https://toolgpa.com/compare/practifi-vs-salesforce) - [Affinity](https://toolgpa.com/tools/affinity): Relationship-intelligence CRM for investment and deal teams. [Compare](https://toolgpa.com/compare/affinity-vs-practifi) ## Sources The prices, plans, platforms and features above were read from these pages on Nov 12, 2026: - https://www.practifi.com/ - https://www.practifi.com/pricing/ - https://www.practifi.com/pricing/sentir-pricing/ - https://www.practifi.com/pricing/naya-pricing/ - https://www.practifi.com/sentir/ - https://www.practifi.com/naya/ Page: https://toolgpa.com/tools/practifi Listed by ToolGPA (toolgpa.com).