Sentir
by Practifi · CRM and customer experience · Sydney, NSW, Australia
AI-native wealth CRM with embedded agents.
What Sentir is used for
- Generate AI briefings and summaries on records
- Run project management inside the CRM
- Monitor relationship health on a firm-defined window
Who Sentir is for
- Wealth and investment managers
About Practifi
Salesforce-based CRM and practice management software for wealth management firms, including AI-native tools for meeting prep (Sentir).
Practifi in the vendor registry: its products, features and similar vendors.
Also by Practifi
- Naya: Configurable CRM for advice and wealth firms.
- Practifi Intelligence: Built-in AI assistant for meeting prep and follow-ups.
More in this category: CRM and customer experience software for financial services.
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