Practifi
Hatchbuck
Transfer contacts, companies, deals, and more from Practifi to Hatchbuck. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Hatchbuck 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 and marketing automation for small business
BenchmarkONE (formerly Hatchbuck) is a sales and marketing automation solution designed for small to midsize businesses. It combines CRM, email marketing, lead capture, lead scoring, and automated follow-up campaigns in an easy-to-use platform.
Combined CRM and marketing automation in one platform
"Sales and marketing automation for small business"
BenchmarkONE (formerly Hatchbuck) is a sales and marketing automation solution designed for small to midsize businesses. It combines CRM, email marketing, lead capture, lead scoring, and automated follow-up campaigns in an easy-to-use platform.
Ideal for: Small businesses with high-value products and long sales cycles seeking an affordable, easy-to-learn CRM with integrated marketing automation.
Combined CRM and marketing automation in one platform
Lead scoring and behavioral tracking
450+ email templates with drag-and-drop editor
Free forever plan available
Learn more at
hatchbuck.com
See exactly which data objects transfer from Practifi to Hatchbuck
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Hatchbuck.
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Prefer email? talk@ambrstack.com
