Practifi
ClientLook
Transfer contacts, deals, activities, and more from Practifi to ClientLook. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to ClientLook 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
Commercial Real Estate CRM
ClientLook is a cloud-based CRM platform built exclusively for commercial real estate professionals. It provides property tracking, contact management, deal pipeline, email marketing, and a virtual assistant service for administrative tasks.
Built exclusively for commercial real estate
"Commercial Real Estate CRM"
ClientLook is a cloud-based CRM platform built exclusively for commercial real estate professionals. It provides property tracking, contact management, deal pipeline, email marketing, and a virtual assistant service for administrative tasks.
Ideal for: Commercial real estate agents, brokers, and investors who need specialized property tracking and deal management.
Built exclusively for commercial real estate
Specialized property tracking with tenant movements
Included virtual assistant service for data entry
Highly rated mobile apps for field access
Learn more at
clientlook.com
See exactly which data objects transfer from Practifi to ClientLook
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to ClientLook.
Explore other popular CRM migrations similar to Practifi to ClientLook
Need to go the other way? We support bidirectional migrations.
ClientLook → PractifiJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
