Practifi
HighLevel
Transfer contacts, companies, deals, and more from Practifi to HighLevel. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to HighLevel 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
All-in-one marketing platform for agencies
HighLevel (GoHighLevel) is an all-in-one CRM and marketing automation platform built for agencies, consultants, and SaaS resellers. It combines funnels, websites, email/SMS marketing, automation workflows, and white-label capabilities with flat-rate pricing for unlimited contacts.
#1 marketing automation software worldwide by usage
"All-in-one marketing platform for agencies"
HighLevel (GoHighLevel) is an all-in-one CRM and marketing automation platform built for agencies, consultants, and SaaS resellers. It combines funnels, websites, email/SMS marketing, automation workflows, and white-label capabilities with flat-rate pricing for unlimited contacts.
Ideal for: Marketing agencies and consultants seeking a white-labelable platform to consolidate CRM, marketing automation, funnels, and client management in one system.
#1 marketing automation software worldwide by usage
Unlimited contacts and users with flat-rate pricing
Full white-label SaaS mode for agencies
AI Employee with Voice AI, Funnel AI, and Conversation AI
Learn more at
gohighlevel.com
See exactly which data objects transfer from Practifi to HighLevel
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to HighLevel.
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