Practifi
Dolibarr
Transfer contacts, companies, deals, and more from Practifi to Dolibarr. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Dolibarr 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
Open source business management
Dolibarr is a free, open-source ERP and CRM platform designed for businesses of any size, foundations, and freelancers. Written in PHP, it provides comprehensive features for contacts, suppliers, invoices, orders, stock management, accounting, and agenda management with extensive customization options.
Completely open source and free to use
"Open source business management"
Dolibarr is a free, open-source ERP and CRM platform designed for businesses of any size, foundations, and freelancers. Written in PHP, it provides comprehensive features for contacts, suppliers, invoices, orders, stock management, accounting, and agenda management with extensive customization options.
Ideal for: Businesses seeking cost-effective, customizable, and open-source ERP/CRM solutions.
Completely open source and free to use
Highly modular and customizable architecture
Support for 50+ languages
Comprehensive module marketplace
Learn more at
dolibarr.org
See exactly which data objects transfer from Practifi to Dolibarr
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Dolibarr.
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