Practifi
GoldMine CRM
Transfer contacts, companies, deals, and more from Practifi to GoldMine CRM. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to GoldMine 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
Affordable CRM you can own
GoldMine is a veteran CRM solution for small businesses offering contact management, sales forecasting, email integration, and marketing campaign tools. Now owned by Ivanti, it provides cloud, mobile, and on-premise deployment options with a one-time purchase licensing model.
One of the few CRMs you can own outright
"Affordable CRM you can own"
GoldMine is a veteran CRM solution for small businesses offering contact management, sales forecasting, email integration, and marketing campaign tools. Now owned by Ivanti, it provides cloud, mobile, and on-premise deployment options with a one-time purchase licensing model.
Ideal for: Small businesses seeking an affordable CRM with flexible deployment options and the ability to own rather than rent their software.
One of the few CRMs you can own outright
Flexible deployment (cloud, mobile, on-premise)
Over 30 years of CRM experience
Comprehensive contact and calendar management
Learn more at
goldmine.com
See exactly which data objects transfer from Practifi to GoldMine CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to GoldMine CRM.
Explore other popular CRM migrations similar to Practifi to GoldMine CRM
Need to go the other way? We support bidirectional migrations.
GoldMine CRM → PractifiJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
