Find the product that fits your firm

Discover the right CRM to make your firm smarter, faster, and more connected to the clients you serve, no matter where you are in your AI journey.

Practifi Sentir

AI-Native CRM

For firms ready to embed AI throughout how client work gets done. CRM with AI built in from the ground up. One product, one price with no add-ons needed.

Full CRM functionality including client records, workflows, and reporting, designed for AI
A workforce of AI agents across specialist domains
AI-powered briefings that provide the full client picture
Compliance, security, and governance controls built in
Native AI Notetaker for virtual and in-person meetings
Email sync, project management, and more built-in
Full, permissioned functionality for the entire team
Firm access to the Practifi MCP

$195 /user/month (launch pricing only until Dec. 31 2026)

One product, one price, all in.

Practifi Naya

Configurable, AI-compatible CRM

For firms that want a proven, configurable CRM and the flexibility to adopt AI on their own terms. Start with Naya’s base and add functionality where it fits.

Full CRM functionality that provides a unified, detailed view of every client
Enterprise workflow engine with pre-built workflows for account openings, annual client reviews, and more
Deeply configurable by role, team, and workflow
Connect with the best tools available at no additional cost with our open API
Enterprise-grade infrastructure that scales from boutique to enterprise
Role-specific views for advisors, ops, and leadership
Access to the Naya suite of add-ons

$135 /user/month

Tiered by firm size and configuration

Same foundation, either way

Sentir and Naya both run on Practifi’s enterprise-grade infrastructure and compliance controls. When your firm is ready to move from one path to the other, your configuration, workflows, and data carry forward, and nothing is lost.