Practifi
Offrs
Transfer contacts, deals, activities, and more from Practifi to Offrs. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Offrs 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
Predict future real estate listings
Offrs is a real estate predictive analytics platform that uses over 250 data points and machine learning to identify homeowners likely to sell, helping over 10,000 agents generate listing and seller leads through AI-powered targeting.
Predicted 72% of US listings last year
"Predict future real estate listings"
Offrs is a real estate predictive analytics platform that uses over 250 data points and machine learning to identify homeowners likely to sell, helping over 10,000 agents generate listing and seller leads through AI-powered targeting.
Ideal for: Real estate agents and brokers seeking data-driven seller lead generation through predictive analytics.
Predicted 72% of US listings last year
Over 1 billion real estate data points aggregated
AI-powered targeting on Facebook, Google, and Instagram
250+ data points per property analysis
Learn more at
offrs.com
See exactly which data objects transfer from Practifi to Offrs
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Offrs.
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