The Practifi Insider’s Guide
Everything we know about Practifi in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Practifi
The Insider’s Guide
CRM for wealth management firms, in AI-first or configurable form
Every plan, grade, refund rule and rival among CRM tools, read from Practifi’s own pages.
Made by Practifi · checked Nov 12, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Practifi’s own pages, its app-store listings and our grades. Every fact in it is on Practifi’s page too, where it is kept up to date. Checked Nov 12, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
1.6
GPA, above 0 of the 72 other CRM tools we grade
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.
To get you started, here are 8 things to know about Practifi, taken from its own pages and our grades.
Configured per firm, with workflows to set up.
- 1
Best for a wealth management CRM, bought through sales
Neither can be bought without talking to sales, and it is not a general sales CRM.
- 2
Paid plans start at $135 a month for each person
As its pricing page puts it: $135 per user / month (Naya, tiered by firm size and configuration).
- 3
It runs on Web
Web.
- 4
Wealth-management data model
Client records cover households, entities and relationships, with role-specific views for advisors, operations and leadership.
- 5
Workflow engine
Naya includes pre-built workflows for account openings and annual client reviews, which firms can configure.
- 6
Pipeline and centers of influence
A pipeline built for advisory firms, plus tracking of referral sources with attribution.
- 7
A 1.6 GPA, above 0 of 72
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 8
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.
Practifi at a glance
- Pricing
- Paid, from $135 per user / month (Naya, tiered by firm size and configuration)
- Free plan
- No
- Free trial
- None stated
- Runs on
- Web
- Made by
- Practifi
- Category
- CRM Software
- Our grade
- 1.6 GPA, weak
The report card
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.
| Subject | Grade | Comment |
|---|---|---|
| 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. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
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 it 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
Good to know
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.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$135
A month to start, for each person
Practifi is a paid product, starting at $135 per user / month (Naya, tiered by firm size and configuration).
No free plan and no trial; both products are sold through sales.
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 practifi.com on Nov 12, 2026.
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
1
Place it runs: Web
CRM for wealth management firms, in AI-first or configurable form. Here is what it does, as its own site describes it, and what it covers: public API, AI features, meeting notes, sales pipeline, workflow automation, AI agents, reports.
A wealth management data model, workflows, pipelines, compliance records and AI briefings.
- 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.
Where it runs
- Web
What it works with
Its own pages name no integrations.
Practifi is made by Practifi.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
0/72
Other CRM tools it is graded above
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
- FFree plan and trialAbove 0 of 72
- BFeaturesAbove 35 of 72
- CEase of useAbove 1 of 72
- CPlatforms and integrationsAbove 0 of 72
Price against what you get
Each dot is one of 67 CRM tools. Further left costs less; higher up scores better on features, ease of use and platforms. Practifi is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
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.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Wealthbox, Redtail CRM, Salesforce and Affinity
The 4 tools Practifi is most often weighed against, with where each one differs from it.
- 1.8GPA
Wealthbox
Free trial · from $65/mo
CRM built for financial advisors and wealth management firms.
- Only Wealthbox lists iOS and Android apps.
- Practifi also covers AI agents.
- Wealthbox also covers tasks and dashboards.
- 2.0GPA
Redtail CRM
Free trial · from $39/mo
CRM for financial advisors, with compliant texting and imaging.
- Practifi also covers meeting notes and AI agents.
- Redtail CRM also covers calendar, documents and business texting.
- 2.8GPA
Salesforce
Free plan · from $25/mo
CRM platform for sales teams with AI agents and a free 2-user suite.
- Salesforce has a free plan. Practifi does not.
- Only Salesforce lists iOS and Android apps.
- Only Salesforce lists a browser extension.
- 1.6GPA
Affinity
From $2,000/yr
Relationship-intelligence CRM for investment and deal teams.
- Only Affinity lists a browser extension.
- Practifi also covers workflow automation.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
12
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Practifi free?
No. Practifi is a paid product, starting at $135 per user / month (Naya, tiered by firm size and configuration).
How much does Practifi cost?
Practifi lists 2 plans. Naya: $135 per user / month, starting price.
What platforms does Practifi work on?
Practifi is available on Web.
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.
Who makes Practifi?
Practifi is made by a company of the same name.
What are the alternatives to Practifi?
The closest alternatives to Practifi in our directory are Wealthbox, Redtail CRM, Salesforce and Affinity.
How does Practifi compare with other CRM tools?
Practifi's GPA of 1.6 is higher than 0 of the 72 other CRM tools we grade, and level with 4.
Is Practifi good value for money?
ToolGPA grades Practifi D for value for money. 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.
Could I make my own version of Practifi?
To replace Practifi you would be making connections to other products, each kept working as those products change.
Where this guide comes from
The prices, plans, platforms and features were read from Practifi’s own pages on Nov 12, 2026, and the grades were given on Nov 12, 2026. 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.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Practifi. Prices change, so check practifi.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
5,038
Tools graded, in 95 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
5,038
tools graded
95
categories
739
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Practifi, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/practifi
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Practifi: The Insider's Guide", checked Nov 12, 2026. https://toolgpa.com/tools/practifi
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/practifi/guide
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See our other guides
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- Bitrix24 Insider's GuideFlat-priced CRM with tasks, chat, video calls and a site builder2.8 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Practifi’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Practifi is a trademark of its owner, and this guide is not made, paid for or approved by Practifi. Prices and plans change: check practifi.com before you buy.