Practifi
Apollo.io
Transfer contacts, companies, deals, and more from Practifi to Apollo.io. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Apollo.io migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Financial advisor CRM purpose-built for wealth management
Practifi is a performance optimization platform and CRM purpose-built for the wealth management sector. Built on Salesforce, it offers workflow automation, compliance management, analytics, and unified client records to help financial advisors and RIAs manage relationships and drive growth.
Purpose-built for wealth management industry
Find and close your next customer with AI
Apollo.io is a unified sales intelligence and engagement platform combining a database of 275+ million verified B2B contacts with email sequences, a built-in dialer, and CRM functionality to replace multiple sales tools.
Massive verified B2B contact database
"Find and close your next customer with AI"
Apollo.io is a unified sales intelligence and engagement platform combining a database of 275+ million verified B2B contacts with email sequences, a built-in dialer, and CRM functionality to replace multiple sales tools.
Ideal for: Sales teams seeking an all-in-one prospecting and engagement platform that combines contact data, email automation, and calling in a single affordable solution.
Massive verified B2B contact database
Built-in email sequences and power dialer
Buying intent data and lead scoring
Chrome extension for LinkedIn prospecting
Learn more at
apollo.io
See exactly which data objects transfer from Practifi to Apollo.io
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Apollo.io.
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Prefer email? talk@ambrstack.com
