
Practifi

eClinicalWorks
Transfer contacts, activities, and more from Practifi to eClinicalWorks. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to eClinicalWorks 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

Cloud-Based AI-Powered EHR Platform
eClinicalWorks is a comprehensive electronic health record (EHR) and practice management solution used by healthcare providers worldwide. It offers patient management, clinical documentation, telehealth, patient engagement, and revenue cycle management.
Cloud-based platform used by 850,000+ medical professionals

"Cloud-Based AI-Powered EHR Platform"
eClinicalWorks is a comprehensive electronic health record (EHR) and practice management solution used by healthcare providers worldwide. It offers patient management, clinical documentation, telehealth, patient engagement, and revenue cycle management.
Ideal for: Medical practices and healthcare organizations seeking comprehensive EHR and practice management solutions.
Cloud-based platform used by 850,000+ medical professionals
Integrated telehealth and patient engagement
Advanced AI-powered medical documentation and scribing
Comprehensive revenue cycle management
Learn more at
eclinicalworks.com
See exactly which data objects transfer from Practifi to eClinicalWorks


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to eClinicalWorks.
Explore other popular CRM migrations similar to Practifi to eClinicalWorks
Need to go the other way? We support bidirectional migrations.
eClinicalWorks → PractifiJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com