Practifi
Jetpack CRM
Transfer contacts, companies, deals, and more from Practifi to Jetpack CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Jetpack 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
The simplest CRM for WordPress
Jetpack CRM is a self-hosted, open-source CRM plugin for WordPress that enables businesses to manage customers, send proposals, create invoices, and track transactions. Acquired by Automattic in 2019, it offers a free core with premium extensions for WooCommerce integration, email marketing, and payment processing.
Open-source and self-hosted for data ownership
"The simplest CRM for WordPress"
Jetpack CRM is a self-hosted, open-source CRM plugin for WordPress that enables businesses to manage customers, send proposals, create invoices, and track transactions. Acquired by Automattic in 2019, it offers a free core with premium extensions for WooCommerce integration, email marketing, and payment processing.
Ideal for: WordPress site owners and small businesses seeking a self-hosted, open-source CRM with invoicing, proposals, and WooCommerce integration.
Open-source and self-hosted for data ownership
Deep WooCommerce integration
Built-in invoicing and proposal system
Client portal for quotes and document access
Learn more at
jetpackcrm.com
See exactly which data objects transfer from Practifi to Jetpack CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Jetpack CRM.
Explore other popular CRM migrations similar to Practifi to Jetpack CRM
Need to go the other way? We support bidirectional migrations.
Jetpack CRM → PractifiJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
