---
description: Get a quick and detailed side-by-side comparison for Zoho CRM vs Practifi. GetApp will help you learn more about each of these software benefits and disadvantages.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Zoho CRM vs Practifi Comparison | GetApp Australia 2026
---

Breadcrumb: [Home](/) > [Construction CRM Software](/directory/759/construction-crm/software) > [Zoho CRM \<span\>vs\</span\> Practifi](https://www.getapp.com.au/compare/9908/2053227/zoho-crm/vs/practifi)

# Compare Zoho CRM vs Practifi

Canonical: https://www.getapp.com.au/compare/9908/2053227/zoho-crm/vs/practifi

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

-----

## At a Glance

| Metric | Zoho CRM | Practifi |
| **Overall rating** | 4.3/5 | - |
| **Total Reviews** | 6978 | 0 |
| **Starting Price** | USD 14.00 | USD 120.00 |
| **Free Trial** | Yes | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, 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** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Zoho CRM

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

### Practifi

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

## Links

- [View Zoho CRM Profile](https://www.getapp.com.au/software/9908/zoho-crm)
- [View Practifi Profile](https://www.getapp.com.au/software/2053227/practifi)
- [View Original Comparison](https://www.getapp.com.au/compare/9908/2053227/zoho-crm/vs/practifi)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Zoho CRM vs Practifi Comparison | GetApp Australia 2026","description":"Get a quick and detailed side-by-side comparison for Zoho CRM vs Practifi. GetApp will help you learn more about each of these software benefits and disadvantages.","url":"https://www.getapp.com.au/compare/9908/2053227/zoho-crm/vs/practifi","about":[{"@id":"https://www.getapp.com.au/software/9908/zoho-crm#software"},{"@id":"https://www.getapp.com.au/software/2053227/practifi#software"}],"breadcrumb":{"@id":"https://www.getapp.com.au/compare/9908/2053227/zoho-crm/vs/practifi#breadcrumblist"},"@id":"https://www.getapp.com.au/compare/9908/2053227/zoho-crm/vs/practifi#webpage","@type":["WebPage","CollectionPage"],"publisher":{"@id":"https://www.getapp.com.au/#organization"},"isPartOf":{"@id":"https://www.getapp.com.au/#website"},"inLanguage":"en-AU"},{"name":"Zoho CRM","description":"Zoho CRM is an omnichannel customer relationship management platform that helps global businesses to take control of the business processes to build lasting customer relationships. The web-based platform can be personalized to suit industries of all types and sizes. Zoho CRM offers integration with various Zoho products and extends its capacity with various third-party app extensions, including G Suite, Office 365, Salesforce, and other popular apps.\n\nZia is an AI-based sales assistant for Zoho CRM that helps individual reps and sales teams detect anomalies in the sales process before they occur, suggest the best time to contact a prospect, and study sales patterns. Zia can provide each sales rep with personalized CRM data, intelligent alerts, task reminders, and suggestions in order to aid sales. \n\nBusinesses can use the Zoho CRM omnichannel CRM to nurture customer relationships anytime, anywhere. From phone, to live chat, to email, to social media, businesses can communicate and connect with their clients to enhance the customer experience. Notifications can automatically alert users of each new customer interaction or new contact. \n\nThe advanced CRM analytics module, allows users to sync and integrate Zoho CRM data to gain better insights. Users can create custom dashboards and reports on metrics such as lead generation, revenue, deals, and more. When it comes to a CRM solution, one size doesn't fit all businesses. That's why Zoho CRM lets businesses personalize the interface to meet the particular requirements of the organization.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/cd6e1641-20aa-4d86-96c4-09d6ac07c156.jpeg","url":"https://www.getapp.com.au/software/9908/zoho-crm","@id":"https://www.getapp.com.au/software/9908/zoho-crm#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.com.au/#organization"},"aggregateRating":{"@type":"AggregateRating","bestRating":5,"ratingCount":6978,"ratingValue":4.3},"offers":{"price":"14","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"name":"Practifi","description":"Today’s wealth management firms rely on a number of critical software platforms to provide excellent client service. However, when these software systems don’t ‘speak’ to each other, important client data becomes isolated in separate platforms. As a result, business efficiency stalls, client relationships suffer and businesses struggle to scale.\n\nPractifi’s product suite solves this problem by providing a single, unified workspace for every role in an advisory firm. With rich client views, intelligent automation, sophisticated analytics, and a user-friendly platform, Practifi helps advisory firms scale sustainably and build better client relationships.\n\nBy providing a curated experience for advisory, client service, compliance, management and marketing teams, our role-based apps won Outstanding Achievement in CRM in the 2021 WealthManagement.com Industry Awards.\n\nIn addition to a strong technological foundation, Practifi also provides clients with exceptional support. Our experienced onboarding, client success, and professional services teams work closely with clients to ensure they are achieving success with Practifi.\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/7b7c4d9f-16d2-4556-8a89-41222d895f8e.png","url":"https://www.getapp.com.au/software/2053227/practifi","@id":"https://www.getapp.com.au/software/2053227/practifi#software","@type":"SoftwareApplication","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.getapp.com.au/#organization"},"offers":{"price":"120","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud"},{"@id":"https://www.getapp.com.au/compare/9908/2053227/zoho-crm/vs/practifi#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Construction CRM Software","position":2,"item":"/directory/759/construction-crm/software","@type":"ListItem"},{"name":"Zoho CRM vs Practifi","position":3,"item":"https://www.getapp.com.au/compare/9908/2053227/zoho-crm/vs/practifi","@type":"ListItem"}]}]}
</script>