---
description: Compare Pipedrive vs Practifi to learn about each of the product's price, benefits and disadvantages. Choose the best software for your business in Australia.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Pipedrive vs Practifi Comparison - Capterra Australia 2026
---

Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/32554/insurance-crm/software) > [Pipedrive \<span\>vs\</span\> Practifi](https://www.capterra.com.au/compare/132666/178120/pipedrive/vs/practifi)

# Compare Pipedrive vs Practifi

Canonical: https://www.capterra.com.au/compare/132666/178120/pipedrive/vs/practifi

> Detailed comparison between Pipedrive and Practifi. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | Pipedrive | Practifi |
| **Overall rating** | 4.5/5 | - |
| **Total Reviews** | 3042 | 0 |
| **Starting Price** | USD 19.00 | USD 120.00 |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base |
| **Training** | Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Best for

### Pipedrive

Designed for sales teams in small and mid-sized businesses, the cloud-based sales tool helps teams stay organized.

### Practifi

Bringing together opportunities to strengthen client loyalty, enhance team collaboration and leverage data-driven insights, Practifi is the leading CRM purpose-built for wealth management.

## Key features

### Pipedrive

- API
- Activity Tracking
- CRM
- Customer Database
- Customizable Reports
- Document Management
- Email Management
- Email Templates
- Lead Capture
- Lead Management
- Marketing Automation
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Segmentation
- Template Management
- Workflow Management

### Practifi

- API
- Activity Tracking
- CRM
- Customer Database
- Customizable Reports
- Document Management
- Email Management
- Email Templates
- Lead Capture
- Lead Management
- Marketing Automation
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting/Analytics
- Sales Pipeline Management
- Search/Filter
- Segmentation
- Template Management
- Workflow Management

## Links

- [View Pipedrive Profile](https://www.capterra.com.au/software/132666/pipedrive)
- [View Practifi Profile](https://www.capterra.com.au/software/178120/practifi)
- [View Original Comparison](https://www.capterra.com.au/compare/132666/178120/pipedrive/vs/practifi)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Pipedrive vs Practifi Comparison - Capterra Australia 2026","description":"Compare Pipedrive vs Practifi to learn about each of the product's price, benefits and disadvantages. Choose the best software for your business in Australia.","url":"https://www.capterra.com.au/compare/132666/178120/pipedrive/vs/practifi","about":[{"@id":"https://www.capterra.com.au/software/132666/pipedrive#software"},{"@id":"https://www.capterra.com.au/software/178120/practifi#software"}],"breadcrumb":{"@id":"https://www.capterra.com.au/compare/132666/178120/pipedrive/vs/practifi#breadcrumblist"},"@type":["WebPage","CollectionPage"],"@id":"https://www.capterra.com.au/compare/132666/178120/pipedrive/vs/practifi#webpage","isPartOf":{"@id":"https://www.capterra.com.au/#website"},"inLanguage":"en-AU","publisher":{"@id":"https://www.capterra.com.au/#organization"}},{"name":"Pipedrive","description":"Pipedrive is a cloud-based customer relationship management (CRM) software that empowers teams of all sizes to close more deals. With its customizable sales pipelines, real-time insights and powerful AI features, it helps teams attract and close leads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/7525015d-be6c-485b-9e59-9425ba8448dc.png","url":"https://www.capterra.com.au/software/132666/pipedrive","@type":"SoftwareApplication","@id":"https://www.capterra.com.au/software/132666/pipedrive#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.5,"bestRating":5,"ratingCount":3042},"offers":{"price":"19","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Apple, Windows, Linux, Android, Platform ios, Platform ipad"},{"name":"Practifi","description":"Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling personalized client experiences that fortify relationships, Practifi transforms how financial professionals connect with and grow their client base. \n\nBringing together opportunities to strengthen client loyalty, enhance team collaboration and leverage data-driven insights into one integrated platform, Practifi empowers firms to own their relationships, own their growth and own their future.\n\nPractifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM to RIAs possible. We want to help RIAs harness the power of artificial intelligence to augment human relationships and drive unprecedented efficiency at scale.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/bf9e49ff-1eb7-40c5-8686-34ddce00935e.jpeg","url":"https://www.capterra.com.au/software/178120/practifi","@type":"SoftwareApplication","@id":"https://www.capterra.com.au/software/178120/practifi#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.com.au/#organization"},"offers":{"price":"120","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Insurance CRM Software","position":2,"item":"/directory/32554/insurance-crm/software","@type":"ListItem"},{"name":"Pipedrive vs Practifi","position":3,"item":"https://www.capterra.com.au/compare/132666/178120/pipedrive/vs/practifi","@type":"ListItem"}],"@id":"https://www.capterra.com.au/compare/132666/178120/pipedrive/vs/practifi#breadcrumblist"}]}
</script>