Practifi
Nimble
Transfer contacts, deals, activities, and more from Practifi to Nimble. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Nimble 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
The only CRM that works for you
Nimble is a social-first CRM that auto-enriches contact profiles from social media and email, offering contact management, email tracking, deal management, and workflow automation with a focus on social intelligence.
Social contact enrichment and auto-population
"The only CRM that works for you"
Nimble is a social-first CRM that auto-enriches contact profiles from social media and email, offering contact management, email tracking, deal management, and workflow automation with a focus on social intelligence.
Ideal for: Small teams wanting a social-first CRM with automatic contact enrichment from multiple sources and integrated email tracking capabilities.
Social contact enrichment and auto-population
Email tracking with open and click analytics
Multiple deal pipeline management
LinkedIn Prospector integration
Learn more at
nimble.com
See exactly which data objects transfer from Practifi to Nimble
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Nimble.
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Prefer email? talk@ambrstack.com
