Practifi
Bigin by Zoho
Transfer contacts, companies, deals, and more from Practifi to Bigin by Zoho. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Bigin by Zoho 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
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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
The easiest small business CRM
Bigin by Zoho CRM is a pipeline-centric CRM built and priced specifically for small businesses and freelancers. It offers spreadsheet-like simplicity with built-in telephony, email, workflow automation, and customizable dashboards.
Ultra-simple setup in under 30 minutes
"The easiest small business CRM"
Bigin by Zoho CRM is a pipeline-centric CRM built and priced specifically for small businesses and freelancers. It offers spreadsheet-like simplicity with built-in telephony, email, workflow automation, and customizable dashboards.
Ideal for: Micro-businesses, freelancers, and small teams wanting to move beyond spreadsheets with a simple, affordable CRM that requires minimal setup and training.
Ultra-simple setup in under 30 minutes
Most affordable CRM at $7 per user per month
Built-in telephony and WhatsApp integration
Pipeline-centric visual deal management
Learn more at
bigin.com
See exactly which data objects transfer from Practifi to Bigin by Zoho
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Bigin by Zoho.
Explore other popular CRM migrations similar to Practifi to Bigin by Zoho
Need to go the other way? We support bidirectional migrations.
Bigin by Zoho → PractifiJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
