Practifi
Concord CRM
Transfer contacts, companies, deals, and more from Practifi to Concord CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Concord 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
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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
Self-hosted deal management simplified
Concord CRM is a modern, self-hosted open-source CRM platform for managing deals, leads, and customer relationships. It offers unlimited users with a one-time license fee and full source code access.
One-time lifetime license with unlimited users
"Self-hosted deal management simplified"
Concord CRM is a modern, self-hosted open-source CRM platform for managing deals, leads, and customer relationships. It offers unlimited users with a one-time license fee and full source code access.
Ideal for: Teams seeking a cost-effective, self-hosted CRM with full control over source code and data privacy.
One-time lifetime license with unlimited users
Full source code access for customization
No per-user subscription fees
Intuitive kanban-style deal management
Learn more at
concordcrm.com
See exactly which data objects transfer from Practifi to Concord CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Concord CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
