Practifi
LeadSimple
Transfer contacts, companies, deals, and more from Practifi to LeadSimple. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to LeadSimple 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
Property management CRM and workflow automation
LeadSimple is a CRM and workflow automation platform built specifically for property management companies, providing tools for lead management, process automation, shared inbox communications, and VoIP integration. It helps property managers track owner, tenant, and referral prospects while automating workflows with pre-built templates.
Purpose-built for property management industry
"Property management CRM and workflow automation"
LeadSimple is a CRM and workflow automation platform built specifically for property management companies, providing tools for lead management, process automation, shared inbox communications, and VoIP integration. It helps property managers track owner, tenant, and referral prospects while automating workflows with pre-built templates.
Ideal for: Property management companies seeking a specialized CRM with workflow automation and communication tools to manage owners, tenants, and referral partners.
Purpose-built for property management industry
50+ pre-built lead stages and workflows
Over 80 email and text templates
Shared inbox for team collaboration
Learn more at
leadsimple.com
See exactly which data objects transfer from Practifi to LeadSimple
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to LeadSimple.
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Need to go the other way? We support bidirectional migrations.
LeadSimple → PractifiJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
