Practifi
Fat Free CRM
Transfer contacts, companies, activities, and more from Practifi to Fat Free CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Fat Free 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
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
Open Source CRM Platform
Fat Free CRM is an open-source Ruby on Rails-based customer relationship management platform designed for small teams seeking a highly customizable CRM solution. It features group collaboration, campaign management, lead tracking, contact lists, and opportunity management.
Open source and completely free to use
"Open Source CRM Platform"
Fat Free CRM is an open-source Ruby on Rails-based customer relationship management platform designed for small teams seeking a highly customizable CRM solution. It features group collaboration, campaign management, lead tracking, contact lists, and opportunity management.
Ideal for: Small teams and startups looking for a free, customizable, open-source CRM they can self-host and modify.
Open source and completely free to use
Highly customizable with plugin architecture
Easy to self-host on own servers
Built with Ruby on Rails for developers
Learn more at
fatfreecrm.com
See exactly which data objects transfer from Practifi to Fat Free CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Fat Free CRM.
Explore other popular CRM migrations similar to Practifi to Fat Free CRM
Need to go the other way? We support bidirectional migrations.
Fat Free CRM → PractifiJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
