Practifi
Groove
Transfer contacts, companies, deals, and more from Practifi to Groove. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Groove 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
Sales engagement platform built for Salesforce
Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy with automation, driving efficiency across the customer lifecycle. Acquired by Clari in 2023, it is Salesforce-native and captures 3x the activities of competing platforms.
Salesforce-native with no data latency
"Sales engagement platform built for Salesforce"
Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy with automation, driving efficiency across the customer lifecycle. Acquired by Clari in 2023, it is Salesforce-native and captures 3x the activities of competing platforms.
Ideal for: Enterprise sales teams using Salesforce who need a native sales engagement platform with comprehensive activity capture and multi-channel automation.
Salesforce-native with no data latency
Captures 3x more activities than competitors
Multi-channel campaigns (email, SMS, LinkedIn, calls)
#1 in enterprise customer satisfaction on G2 for four consecutive years
Learn more at
groove.co
See exactly which data objects transfer from Practifi to Groove
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Groove.
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