Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
Introducing Practifi Intelligence: Our Built-in AI Assistant. Learn More >
See everything included with the only AI-native CRM built for wealth management on compliant, enterprise-grade foundations.
And we mean it.
Every Sentir license, regardless of role, includes the full lineup of features and functionality, plus unlimited call transcripts, uncapped AI agents, unrestricted chat, and full access to Practifi’s MCP, subject to permissions.
No consumption-based pricing. No usage allotments. No starter credits. Just one clear price for your entire team, no matter how much you use Sentir.
Launch pricing only. Sign by December 31, 2026, to lock in for your full contract term.
$245 user/month thereafter.
With intelligence as the foundation, Sentir is an all-in-one product that has everything your firm needs at a single price. Even replacing the Project Management tool, the notetaker, the survey tool, and the knowledge base in your stack.
AI briefings and intelligent summaries on every record.
Unified alert surface on the home page and every record.
Prep Notes pre-drafted from your firm template.
Native Project Management tool with Kanban, Calendar, Timeline, and List views.
Unlimited transcripts for in-person and online meetings.
Every relationship event in one chronological view.
Threaded email in every record list.
Simpler, composable, AI-first.
Relationship-health monitoring on a firm-defined window.
Log Activity, Add Work, and quick edits all streamlined.
Front Office, Back Office, and Executive experiences.
Uncapped access to a team of AI agents trained on industry data and governed by your firm's controls.
Process, log, and match incoming and outgoing emails.
Connect Sentir to your other AI tools.
One hub for users, licenses, and permissions.
