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Head-to-head · Financial Services CRM Software

Zoho CRM vs Practifi

  • Updated Oct 2026
  • Both researched from official sources
  • 7 checks side by side
Higher score Zoho CRM #2 in Financial Services CRM Software 9.0/10 Free plan · 15-day trial Free planFree trial✓ 0 of 5 features Visit Zoho CRM
Practifi #4 in Financial Services CRM Software 8.8/10 Paid ✓ 5 of 5 features Visit Practifi

Zoho CRM leads on 2 checks, Practifi on 0, and 5 are even. Who comes out ahead on the 7 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreZoho CRM · 9.0/10
  • Lowest starting priceZoho CRM · $14/user/mo
  • Free planonly Zoho CRM
  • Free trialonly Zoho CRM
  • Most featuresPractifi · 5 of 5

Zoho CRM scores higher on our rubric for financial services crm software: 9.0 against 8.8 out of 10; our editors rank them #2 and #4.

Zoho CRM offers free plan; Practifi doesn't. Zoho CRM is cheaper to start at $14/user/mo against $135/user/mo.

Zoho CRM is the better fit for small firms seeking low-cost flexibility. Practifi is the better fit for advisors needing portals and compliance.

  • Zoho CRM fits best

    Small firms seeking low-cost flexibility

  • Practifi fits best

    Advisors needing portals and compliance

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Zoho CRM 9.0/10 Visit ↗ Practifi 8.8/10 Visit ↗
At a glance
Editor score 9.0 8.8
Ranking #2 in Financial Services CRM Software #4 in Financial Services CRM Software
Best for Small firms seeking low-cost flexibility Advisors needing portals and compliance
Pricing model Free plan + paid Paid
Starting price $14/user/mo (best) $135/user/mo
Free plan ✓ (best) —
Free trial 15 days —
Deployment Cloud, Mobile Cloud
Platforms Web, iOS, Android Web
Support Email, Live chat, Phone, Tickets, Community, Docs Docs, Tickets
Compliance GDPR SOC 2, ISO 27001, GDPR, PCI DSS
Integrations 1,100+ integrations 3,000+ integrations
Built for Solo, Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Zoho 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
  • Free plan supports up to 3 users
  • Sales, marketing, workflow, and AI features in one CRM
  • Web, iOS, Android, and API access
  • 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
  • Financial-services-specific workflows are limited
  • No verified audit trail or client portal
  • Pricing varies by billing term, region, and currency
  • Starts at $135 per user per month
  • No free plan is available
  • Client portal is a Naya add-on
Our verdict

Zoho CRM is a cloud-based customer relationship management platform for sales teams and customer-facing organizations. It manages leads, contacts, accounts, deals, activities, pipelines, campaigns, workflows, analytics, and customer…

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 →
  1. Zoho CRMFinancial Services CRM Software 9.0Free plan · 15-day trial
  2. PractifiFinancial Services CRM Software 8.8Paid

Strengths and trade-offs

  • Zoho CRM — where it wins

    • Free plan supports up to 3 users
    • Sales, marketing, workflow, and AI features in one CRM
    • Web, iOS, Android, and API access

    Where it doesn't

    • Financial-services-specific workflows are limited
    • No verified audit trail or client portal
    • Pricing varies by billing term, region, and currency

  • 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
  • Zoho CRM9.0/10 · Free plan · 15-day trial

    Flexible CRM coverage at a low entry price, with limited financial-services specialization.

    Visit Zoho CRMFull verdict →
  • Practifi8.8/10 · Paid

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

    Visit PractifiFull verdict →

More comparisons

All financial services CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update