Source
Practifi

Practifi

Destination
mykaarma

mykaarma

CRM MigrationStarting at $500

Migrate from Practifi to mykaarma

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Practifi to mykaarma. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Practifi to mykaarma migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Practifi vs mykaarma

A quick look at both platforms to help you understand your migration path

Migrating from
Practifi

Practifi

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.

Founded 2013
Chicago, Illinois, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Wealth ManagementFinancial ServicesInvestment Advisory+1 more
Top Strength

Purpose-built for wealth management industry

Migrating to
mykaarma

mykaarma

Auto dealership service software for payments, scheduling and communication

myKaarma is a cloud-based software platform for automotive dealership service departments, offering customer communication, scheduling, payments, video multi-point inspections, and BDC solutions. Its Workflow AI powers seamless service drive operations across nearly 2,000 dealerships.

Founded 2012
Long Beach, California, United States
Best for
Mid-MarketEnterprise
Industries
AutomotiveDealershipsAuto Service
Top Strength

Omnichannel communication (calls, texts, emails) in one dashboard

Your New CRM

Why mykaarma is a great choice

mykaarma

mykaarma

"Auto dealership service software for payments, scheduling and communication"

myKaarma is a cloud-based software platform for automotive dealership service departments, offering customer communication, scheduling, payments, video multi-point inspections, and BDC solutions. Its Workflow AI powers seamless service drive operations across nearly 2,000 dealerships.

Ideal for: Franchised auto dealerships seeking to modernize service department operations with omnichannel communication and integrated payments.

Omnichannel communication (calls, texts, emails) in one dashboard

ServiceCart Video MPI for multi-point inspections

Industries
AutomotiveDealershipsAuto Service
Best For
Mid-MarketEnterprise

AI-powered workflow automation for service efficiency

Mobile Check-in and Scheduler+ scheduling tools

Learn more at

mykaarma.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Practifi to mykaarma

Practifi
mykaarma
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Practifi to mykaarma Migration FAQ

Common questions about migrating from Practifi to mykaarma.

Related Migration Paths

Explore other popular CRM migrations similar to Practifi to mykaarma

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