Practifi
Jobvite
Transfer contacts, companies, activities, and more from Practifi to Jobvite. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Jobvite 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
Simplify complex hiring with recruitment software
Jobvite is a comprehensive talent acquisition suite providing applicant tracking, candidate relationship management, and recruitment marketing tools designed to streamline the entire hiring process from sourcing to onboarding.
Comprehensive applicant tracking system
"Simplify complex hiring with recruitment software"
Jobvite is a comprehensive talent acquisition suite providing applicant tracking, candidate relationship management, and recruitment marketing tools designed to streamline the entire hiring process from sourcing to onboarding.
Ideal for: HR teams and recruiters seeking an end-to-end talent acquisition platform with ATS, CRM capabilities, AI sourcing, and seamless HRIS integration.
Comprehensive applicant tracking system
AI-powered candidate sourcing and ranking
Text and social recruiting capabilities
Branded career sites and video screening
Learn more at
jobvite.com
See exactly which data objects transfer from Practifi to Jobvite
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Jobvite.
Explore other popular CRM migrations similar to Practifi to Jobvite
Join hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
