Practifi
Insightly
Transfer contacts, companies, deals, and more from Practifi to Insightly. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Insightly 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
Modern, scalable CRM teams love
Insightly is a cloud-based CRM platform designed for small to mid-sized businesses, combining traditional CRM with project management capabilities. It provides contact and lead management, sales pipeline tracking, and workflow automation.
Integrated project management with CRM
"Modern, scalable CRM teams love"
Insightly is a cloud-based CRM platform designed for small to mid-sized businesses, combining traditional CRM with project management capabilities. It provides contact and lead management, sales pipeline tracking, and workflow automation.
Ideal for: Small to medium-sized teams that need an integrated CRM with project management features for managing complex sales and service workflows.
Integrated project management with CRM
Strong email and calendar integration
Workflow automation capabilities
RESTful API with Python SDK support
Learn more at
insightly.com
See exactly which data objects transfer from Practifi to Insightly
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Insightly.
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Prefer email? talk@ambrstack.com
