Practifi
Kartra
Transfer contacts, deals, activities, and more from Practifi to Kartra. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Kartra 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
The all-in-one marketing platform
Kartra is a comprehensive all-in-one online business platform combining sales funnels, email marketing, landing pages, membership hosting, helpdesk, affiliate management, and video hosting in a single integrated system.
All-in-one platform replacing 8-12 separate tools
"The all-in-one marketing platform"
Kartra is a comprehensive all-in-one online business platform combining sales funnels, email marketing, landing pages, membership hosting, helpdesk, affiliate management, and video hosting in a single integrated system.
Ideal for: Coaches, consultants, and digital entrepreneurs seeking an all-in-one platform for funnels, email marketing, memberships, and online courses without multiple tool integrations.
All-in-one platform replacing 8-12 separate tools
Native video hosting and membership sites
Advanced marketing automation sequences
Built-in affiliate management system
Learn more at
kartra.com
See exactly which data objects transfer from Practifi to Kartra
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Kartra.
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Prefer email? talk@ambrstack.com
