Practifi
Capsule CRM
Transfer contacts, companies, deals, and more from Practifi to Capsule CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Capsule CRM 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
Simple yet powerful CRM
Capsule CRM is a user-friendly customer relationship management platform designed for small to medium businesses, offering contact management, sales pipeline tracking, task management, and email integration with a focus on simplicity.
Clean, intuitive interface with minimal learning curve
"Simple yet powerful CRM"
Capsule CRM is a user-friendly customer relationship management platform designed for small to medium businesses, offering contact management, sales pipeline tracking, task management, and email integration with a focus on simplicity.
Ideal for: Small businesses wanting a straightforward, easy-to-use CRM with essential contact and pipeline management features without unnecessary complexity.
Clean, intuitive interface with minimal learning curve
Visual Kanban pipeline with multi-currency support
AI-driven email assistant for faster follow-ups
Deep integrations with Google Workspace and Microsoft 365
Learn more at
capsulecrm.com
See exactly which data objects transfer from Practifi to Capsule CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Capsule CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
