Practifi
Chime
Transfer contacts, companies, deals, and more from Practifi to Chime. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Chime 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
Real estate lead and deal management
Real estate-focused CRM (formerly Lofty) offering lead generation, management, and intelligent deal tracking. Features AI-powered lead scoring, behavioral analysis, automated nurturing, and integration with real estate platforms like Zillow and Realtor.com.
AI-powered behavioral lead scoring
"Real estate lead and deal management"
Real estate-focused CRM (formerly Lofty) offering lead generation, management, and intelligent deal tracking. Features AI-powered lead scoring, behavioral analysis, automated nurturing, and integration with real estate platforms like Zillow and Realtor.com.
Ideal for: Real estate agents and brokerages seeking AI-powered lead scoring and automation for residential property sales.
AI-powered behavioral lead scoring
Automated lead distribution and nurturing
Integration with Zillow and Realtor.com
Smart Plans with AI-recommended actions
Learn more at
chime.me
See exactly which data objects transfer from Practifi to Chime
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Chime.
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