Creatio CRM vs Practifi

Creatio CRM8.9Visit Practifi8.8Visit

Higher score Creatio CRM #3 in Financial Services CRM Software 8.9/10 14-day trial Free trial✓ 0 of 5 features Visit Creatio

vs

Practifi #4 in Financial Services CRM Software 8.8/10 Paid ✓ 5 of 5 features Visit Practifi

• Creatio CRM fits best

  Teams wanting low-cost general CRM breadth

• Practifi fits best

  Advisors needing portals and compliance

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Side by side

Feature	Creatio CRM 8.9/10 Visit ↗	Practifi 8.8/10 Visit ↗
At a glance
Editor score	8.9	8.8
Ranking	#3 in Financial Services CRM Software	#4 in Financial Services CRM Software
Best for	Teams wanting low-cost general CRM breadth	Advisors needing portals and compliance
Pricing model	Paid	Paid
Starting price	—	$135/user/mo
Free plan	—	—
Free trial	14 days	—
Deployment	Cloud, Mobile	Cloud
Platforms	Web, iOS, Android	Web
Support	Email, Phone, Community, Docs · 24/7	Docs, Tickets
Compliance	SOC 2, ISO 27001, GDPR, HIPAA, SSO/SAML	SOC 2, ISO 27001, GDPR, PCI DSS
Integrations	700+ integrations	3,000+ integrations
Built for	Mid-market, Enterprise	Small business, Mid-market, Enterprise
Features Creatio CRM 0/5 · Practifi 5/5
Compliance workflows	Not checked yet	✓ (best)
Opportunity management	Not checked yet	✓ (best)
Client portal	Not checked yet	✓ (best)
Audit trail	Not checked yet	✓ (best)
Email and calendar sync	Not checked yet	✓ (best)
Specs
Deployment	Not checked yet	Cloud
Our review
Pros	Unified customer profiles across marketing, sales, and service No-code workflows, applications, and AI-assisted CRM automation Web, mobile, API access, and broad business integrations	Compliance workflows, audit history, and governance controls Client portal supports balances, documents, portfolios, and messaging Integrates with Microsoft 365, Orion, Schwab, HubSpot, and Salesforce
Cons	No free plan CRM products are priced separately from the required platform General CRM breadth may not suit specialized financial-services needs	Starts at $135 per user per month No free plan is available Client portal is a Naya add-on
Our verdict	Creatio CRM is an AI-native customer relationship management and workflow platform for marketing, sales, and service teams. It combines customer 360 data, lead and opportunity management, sales forecasting, marketing automation, case… Read the review →	Practifi is a cloud financial-services CRM for registered investment advisers and wealth-management firms. It combines client records, workflow automation, opportunity and pipeline tracking, compliance management, analytics, reporting,… Read the review →

Strengths and trade-offs

• Creatio CRM — where it wins

  • Unified customer profiles across marketing, sales, and service
  • No-code workflows, applications, and AI-assisted CRM automation
  • Web, mobile, API access, and broad business integrations

  Where it doesn't

  • No free plan
  • CRM products are priced separately from the required platform
  • General CRM breadth may not suit specialized financial-services needs

• Practifi — where it wins

  • Compliance workflows, audit history, and governance controls
  • Client portal supports balances, documents, portfolios, and messaging
  • Integrates with Microsoft 365, Orion, Schwab, HubSpot, and Salesforce

  Where it doesn't

  • Starts at $135 per user per month
  • No free plan is available
  • Client portal is a Naya add-on

• Creatio CRM8.9/10 · 14-day trial

  A broad, configurable CRM for teams that need cross-functional automation.

  Visit CreatioFull verdict →
• Practifi8.8/10 · Paid

  A feature-rich CRM for advisory firms that need workflows, portals, and compliance controls.

  Visit PractifiFull verdict →