Practifi
Navis
Transfer contacts, companies, deals, and more from Practifi to Navis. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Navis 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 only complete hospitality CRM platform
NAVIS is a hospitality-specific CRM platform that unifies reservations, revenue management, and marketing teams around a single source of guest data. Now part of Revinate, it helps hotels and lodging providers drive more direct bookings through call center optimization and marketing automation.
360-degree guest profile from inquiry to loyalty
"The only complete hospitality CRM platform"
NAVIS is a hospitality-specific CRM platform that unifies reservations, revenue management, and marketing teams around a single source of guest data. Now part of Revinate, it helps hotels and lodging providers drive more direct bookings through call center optimization and marketing automation.
Ideal for: Hotels and lodging providers seeking to unify reservation sales, marketing, and revenue management with a complete guest CRM.
360-degree guest profile from inquiry to loyalty
Reservation Sales Suite for call center optimization
Marketing Suite for automated personalized messaging
RezForce 24/7 call overflow and after-hours support
Learn more at
thenavisway.com
See exactly which data objects transfer from Practifi to Navis
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Navis.
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