Source
Practifi

Practifi

Destination
eClinicalWorks

eClinicalWorks

CRM MigrationStarting at $500

Migrate from Practifi to eClinicalWorks

Effortlessly & Accurately

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

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Practifi to eClinicalWorks migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Practifi vs eClinicalWorks

A quick look at both platforms to help you understand your migration path

Migrating from
Practifi

Practifi

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.

Founded 2013
Chicago, Illinois, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Wealth ManagementFinancial ServicesInvestment Advisory+1 more
Top Strength

Purpose-built for wealth management industry

Migrating to
eClinicalWorks

eClinicalWorks

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.

Founded 1999
Westborough, Massachusetts, USA
Best for
Mid-MarketEnterprise
Industries
HealthcareMedical PracticeTelehealth
Top Strength

Cloud-based platform used by 850,000+ medical professionals

Your New CRM

Why eClinicalWorks is a great choice

eClinicalWorks

eClinicalWorks

"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

Industries
HealthcareMedical PracticeTelehealth
Best For
Mid-MarketEnterprise

Advanced AI-powered medical documentation and scribing

Comprehensive revenue cycle management

Learn more at

eclinicalworks.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Practifi to eClinicalWorks

Practifi
eClinicalWorks
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Practifi to eClinicalWorks Migration FAQ

Common questions about migrating from Practifi to eClinicalWorks.

Related Migration Paths

Explore other popular CRM migrations similar to Practifi to eClinicalWorks

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