Practifi
Doctible
Transfer contacts, activities, and more from Practifi to Doctible. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Doctible 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
Patient engagement platform
Doctible is a patient engagement and practice management platform designed for healthcare providers including medical, dental, optometry, and chiropractic practices. It enables digital communication through appointment scheduling, automated reminders, patient recall systems, and online reputation management.
Two-way texting capabilities
"Patient engagement platform"
Doctible is a patient engagement and practice management platform designed for healthcare providers including medical, dental, optometry, and chiropractic practices. It enables digital communication through appointment scheduling, automated reminders, patient recall systems, and online reputation management.
Ideal for: Healthcare practices seeking to improve patient communication and online presence.
Two-way texting capabilities
Automated appointment reminders
Online reputation management
Digital patient intake forms
Learn more at
doctible.com
See exactly which data objects transfer from Practifi to Doctible
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Doctible.
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