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Practifi Alternatives with Better Features

AI-powered CRM for wealth management and financial advisors

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Trusted by 2M+ software buyers annually.

Main Features

  • Accounting Management
  • Calendar Management
  • Contact Management
  • Customer Data
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List of the Top Practifi alternatives as of August 2026

Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.

9.0

SpotScore

Bigin by Zoho CRM - CRM Software

Bigin by Zoho CRM

RECOMMENDED

Streamline your sales and build better relationships.

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Free plan available

What is Bigin by Zoho CRM?

Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to get productive within a day without extensive onboarding. Direct integrations are largely limited to ...

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Common Features

  • Contact Management

Unique Features

  • Quotes (Proposals)

  • List Management

  • Customer Support

+ 6 more

Pricing

Free Trial available, Try Now

Starts from $7/User/Month when Billed Yearly, also offers free forever plan

9.1

SpotScore

HubSpot CRM - CRM Software

HubSpot CRM

Streamline your sales and marketing efforts with ease.

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✦ Editor’s PickFree plan available

What is HubSpot CRM?

HubSpot CRM is our all-in-one sales, marketing, and customer communication software. Built from the ground up with a modern design inspired by our top-rated marketing and sales tools, HubSpot CRM provides everything you need to work with your leads, create powerful campaigns, convert quality ...

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Common Features

  • Contact Management

  • Calendar Management

  • Task Management

+ 1 more

Unique Features

  • Quotes (Proposals)

  • List Management

  • Customer Support

+ 31 more

Pricing

Free Trial available, Try Now

Starts from $45/Month when Billed Yearly, also offers free forever plan

7.7

SpotScore

Dex - CRM Software

Dex

Strengthen your connections with Dex.

Try for Free

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Free plan available

What is Dex?

Dex is an indispensable CRM platform that helps users build strong relationships and facilitates consistent communication with their contacts. Its functions, such as notifications and reminders, help users stay in touch with contacts and remember key conversations and details. Furthermore, ...

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Common Features

  • Contact Management

  • Task Management

Unique Features

  • Referral Tracking

  • Call Logging

  • Contact Import-Export

+ 6 more

Pricing

Starts from $12/Month, also offers free forever plan

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9.1

SpotScore

Salesflare - CRM Software

Salesflare

Boost your sales with streamlined CRM technology.

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What is Salesflare?

Salesflare is a CRM software designed for small businesses that helps your sales team track their activities, manage their leads, and increase their sales through email marketing. It comes with a number of interesting features such as activity stream (realtime activity tracking), lead scoring, ...

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Common Features

  • Contact Management

  • Calendar Management

Unique Features

  • Quotes (Proposals)

  • List Management

  • Customer Support

+ 13 more

Pricing

Free Trial available, Try Now

Starts from $29/User/Month when Billed Yearly

8.9

SpotScore

Capsule - CRM Software

Capsule

Boost business success with Capsule CRM.

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Free plan available

What is Capsule?

Capsule is the leading Customer Relationship management tool for small and medium SaaS inbound businesses. A CRM that combines a full suite of pre-built features, an array of out-of-the box integrations and data-driven email marketing capabilities to help the product or website owner ...

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Common Features

  • Contact Management

  • Task Management

  • Calendar Management

Unique Features

  • Quotes (Proposals)

  • List Management

  • Customer Support

+ 23 more

Pricing

Free Trial available, Try Now

Starts from $18/user/month when yearly, also offers free forever plan

9.0

SpotScore

WORKetc

WORKetc

Grow your business with ease.

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4.5

(66)

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What is WORKetc?

WORKetc is a CRM tool for small businesses to help them manage and grow. It is simple yet powerful, and out of the box it can be used by any team member with any kind of computer. From tracking leads to managing customer relationships, this software will keep you in the know with a private ...

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Common Features

  • Contact Management

  • Task Management

Unique Features

  • Call Logging

  • Product Catalog

  • Lead Scoring

+ 15 more

Pricing

Free Trial available, Try Now

WORKetc offers custom pricing plan

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].