Practifi
PBS Systems
Transfer contacts, companies, deals, and more from Practifi to PBS Systems. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to PBS Systems 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
All-in-one dealership management system
PBS Systems provides a comprehensive dealer management system (DMS) for automotive dealerships, integrating accounting, sales, service, parts, business intelligence, and CRM in one platform. With 35+ years in the industry, their v10 platform serves thousands of dealerships across North America.
35+ years of automotive dealership expertise
"All-in-one dealership management system"
PBS Systems provides a comprehensive dealer management system (DMS) for automotive dealerships, integrating accounting, sales, service, parts, business intelligence, and CRM in one platform. With 35+ years in the industry, their v10 platform serves thousands of dealerships across North America.
Ideal for: Automotive dealerships seeking an all-in-one DMS with integrated CRM, accounting, sales, service, and parts management.
35+ years of automotive dealership expertise
All-in-one DMS with integrated CRM module
Digital Retailing and Digital Service Suite
99% customer retention rate
Learn more at
pbssystems.com
See exactly which data objects transfer from Practifi to PBS Systems
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to PBS Systems.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
