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Practifi Reviews, Pricing, Features & Alternatives in 2026

Practifi is a comprehensive professional services automation platform designed to help financial advisory firms manage client relationships, business operations, and workflows more effectively and efficiently.

Professional Services Automation Software CRM Software Business Management Software Financial Services Software

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Founded • Australia • Cloud-based

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Product Overview & Demo

Main Demo Video

What is Practifi?

Professional Services Automation Software

Screenshots & Interface

Dashboard View

Main dashboard with project overview

Kanban Board

Kanban-style task management

Timeline View

Gantt chart timeline view

Automations

Workflow automation builder

Key Features

Integrations

:

Pricing Plans

Pros & Cons

Pros

Cons

Who Should Use Practifi?

Best for Company Sizes

Popular Industries

Our Verdict

Start your 30-day free trial today—no credit card required. See why over 15,000 teams trust Practifi

User Reviews

Overall Rating

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Ratings Breakdown

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Secondary Ratings

Ease of Use

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Value for Money

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Customer Support

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Functionality

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