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Practifi

A CRM and practice management platform for wealth management firms.

CRM Software
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FoxyCRM homepage screenshot – CRM software for small businesses

FoxyCRM Software

Simple cloud CRM for small businesses. Track leads, automate follow-ups and see your sales pipeline. From $35/month, no contract, setup in under 3 minutes.

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Salesforce Sales Cloud homepage screenshot

Salesforce Sales Cloud

One of the best-known CRM platforms. Manages leads, opportunities, forecasts and sales teams, with a large app marketplace and deep customization for growing and enterprise companies.

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HubSpot CRM homepage screenshot

HubSpot CRM

A popular CRM with a free starting tier. Tracks contacts, deals and email activity, and connects to HubSpot's marketing, sales and service tools as a business grows.

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