Practifi
CoConstruct
Transfer contacts, activities, and more from Practifi to CoConstruct. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to CoConstruct 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
Construction management made simple
CoConstruct is an all-in-one project, client, and financial management software designed specifically for independent home builders and remodelers. It combines CRM functionality with project scheduling, communication management, and accounting tools.
Intuitive interface for construction workflows
"Construction management made simple"
CoConstruct is an all-in-one project, client, and financial management software designed specifically for independent home builders and remodelers. It combines CRM functionality with project scheduling, communication management, and accounting tools.
Ideal for: Home builders and remodelers who need integrated project management, CRM, and financial tracking in one platform.
Intuitive interface for construction workflows
Integrated project scheduling and client management
Built-in financial and accounting tools
Strong proposal and contract management
Learn more at
coconstruct.com
See exactly which data objects transfer from Practifi to CoConstruct
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to CoConstruct.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
