Source
Practifi

Practifi

Destination
CiviCRM

CiviCRM

CRM MigrationStarting at $500

Migrate from Practifi to CiviCRM

Effortlessly & Accurately

Transfer contacts, activities, and more from Practifi to CiviCRM. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Practifi to CiviCRM migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Practifi vs CiviCRM

A quick look at both platforms to help you understand your migration path

Migrating from
Practifi

Practifi

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.

Founded 2013
Chicago, Illinois, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Wealth ManagementFinancial ServicesInvestment Advisory+1 more
Top Strength

Purpose-built for wealth management industry

Migrating to
CiviCRM

CiviCRM

Open Source CRM for Nonprofits

CiviCRM is a free, open-source constituent relationship management system designed specifically for nonprofits, NGOs, and advocacy organizations. It provides contact management, donation tracking, membership management, event management, and email marketing capabilities.

Founded 2004
California, USA
Best for
Small BusinessMid-Market
Industries
NonprofitAdvocacyCommunity Organizations+2 more
Top Strength

Open source with no licensing costs

Your New CRM

Why CiviCRM is a great choice

CiviCRM

CiviCRM

"Open Source CRM for Nonprofits"

CiviCRM is a free, open-source constituent relationship management system designed specifically for nonprofits, NGOs, and advocacy organizations. It provides contact management, donation tracking, membership management, event management, and email marketing capabilities.

Ideal for: Nonprofit organizations and advocacy groups seeking affordable, customizable CRM solutions with donation and membership tracking.

Open source with no licensing costs

Built specifically for nonprofit needs

Industries
NonprofitAdvocacyCommunity Organizations+2
Best For
Small BusinessMid-Market

Comprehensive donation and contribution tracking

Membership management with renewals

Learn more at

civicrm.org

Data Compatibility

What gets migrated

See exactly which data objects transfer from Practifi to CiviCRM

Practifi
CiviCRM
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Not Available

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Practifi to CiviCRM Migration FAQ

Common questions about migrating from Practifi to CiviCRM.

Related Migration Paths

Explore other popular CRM migrations similar to Practifi to CiviCRM

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Prefer email? talk@ambrstack.com