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Frequently Asked Questions

Learn what’s included in a Practifi subscription and get answers to the questions we get asked the most.

What does a  subscription include?

  • Guided implementation

  • Access to PractifiU

  • Access to the knowledgebase

  • Dedicated Client Success Manager (CSM)

  • Free partial sandbox

  • Free upgrades

Contact Us for pricing

Do you offer free trials?

No. We want to ensure you have a personalized and successful product experience, and unfortunately, free trials just can’t provide this for CRMs. Similar to building a house, it’s a better experience with expert guidance and support.

If you’d like to learn more about Practifi and see it in action, our Sales team would be more than happy to assist. They’ll get to know your business, deliver a tailored demo and answer any questions you have along the way.

What support is provided as part of our Practifi subscription?

As a Practifi client, you’ll have a variety of support options to suit your needs. From implementation to go-live and ongoing training, our team of Practifi experts will help you achieve your technology vision. 

Our implementations are designed to ensure firms are set up for success. After go-live, you’ll be assigned a dedicated Client Success Manager who will be your main point of contact going forward. You’ll also have access to PractifiU, our e-learning portal, and the knowledgebase for ongoing training and support.

Do I need to buy a Salesforce subscription in addition to my Practifi one?

No. Your Practifi subscription contains everything you need in order to use Practifi in the wild. Access to the Salesforce platform is included, but you’ll work directly with us for all things Practifi.

What if I want to customize my Practifi instance?

If you want to customize your Practifi instance after implementation and go-live, our internal Professional Services team will be happy to help. 

We offer multiple technical resourcing options to meet client needs. If you’re interested, please speak to your CSM.

What if I want to increase or decrease the number of users during my subscription?

If you need to add additional users to your subscription, those users are added to your existing contract term and billed only for the remaining contract period. 

If you wish to reduce the number of users on your subscription, you can do this at your contract renewal time.

How does billing work?

Your Practifi subscription is an annual commitment. You can opt to be billed on either an annual or quarterly basis.

Thousands of users love Practifi

“Practifi has been exceptional during our onboarding process. Their ability to understand our challenges and come up with solutions has been second to none. We’re excited for this long-term strategic partnership.”

Kyle Wesley

Chief Digital Officer
Bleakley Financial Group

Read the case study

“I truly appreciate the relationship we’ve built and feel like we’re always helping improve the product in all the different ways we’re using the tool. We love our partnership with Practifi.”

Sarah Ellis

Client Experience Manager, Morton Capital management

“Working with the Practifi team has resulted in a highly customized version of our platform that enables our business partners and clients to interact with our team in an intuitive, user-friendly way. The result has been a simple solution for a complex set of challenges that has improved our client relationships and interactions dramatically.”

Adam Silverman

Head of Private Mortgage, Focus Financial Partners

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