Practifi
Odoo CRM
Transfer contacts, companies, deals, and more from Practifi to Odoo CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Odoo 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
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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 #1 Open Source CRM software
Odoo CRM is part of the comprehensive Odoo open-source business suite, offering pipeline management, lead scoring, automation, and AI-driven insights. It seamlessly connects with other Odoo modules for sales, accounting, and inventory.
Open-source with extensive customization capabilities
"The #1 Open Source CRM software"
Odoo CRM is part of the comprehensive Odoo open-source business suite, offering pipeline management, lead scoring, automation, and AI-driven insights. It seamlessly connects with other Odoo modules for sales, accounting, and inventory.
Ideal for: Organizations seeking an open-source, modular CRM that integrates natively with ERP, inventory, and accounting without third-party integration complexity.
Open-source with extensive customization capabilities
Native integration with 50+ Odoo business applications
AI-driven sales forecasting and insights
Active community with 4,500+ contributed modules
Learn more at
odoo.com
See exactly which data objects transfer from Practifi to Odoo CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Odoo CRM.
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