Practifi
Maximizer CRM
Transfer contacts, companies, deals, and more from Practifi to Maximizer CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Maximizer 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
Trusted, customizable, easy-to-use CRM
Maximizer CRM is a customer relationship management solution for small to midsize businesses, offering sales pipeline management, marketing automation, and customer service tools. With both cloud and on-premise options, it serves industries including financial services, manufacturing, and distribution.
Over 35 years of CRM experience serving 120,000+ companies
"Trusted, customizable, easy-to-use CRM"
Maximizer CRM is a customer relationship management solution for small to midsize businesses, offering sales pipeline management, marketing automation, and customer service tools. With both cloud and on-premise options, it serves industries including financial services, manufacturing, and distribution.
Ideal for: SMBs and financial advisors seeking a customizable CRM with flexible deployment options and Microsoft Office integration.
Over 35 years of CRM experience serving 120,000+ companies
Cloud-based and on-premise deployment options
Canadian and UK data centers for compliance
Deep Microsoft Outlook, Word, and Excel integration
Learn more at
maximizer.com
See exactly which data objects transfer from Practifi to Maximizer CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Maximizer CRM.
Explore other popular CRM migrations similar to Practifi to Maximizer CRM
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
