Practifi
Pega CRM
Transfer contacts, companies, deals, and more from Practifi to Pega CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Pega 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
Enterprise CRM powered by AI decisioning
Pega CRM is an enterprise-level customer relationship management suite from Pegasystems that integrates sales automation, marketing, and customer service with AI-powered Next-Best-Action decisioning. Named a Leader in Forrester's CRM Wave Q1 2025, it offers low-code customization and real-time personalization.
Forrester-recognized Leader in CRM Software (Q1 2025)
"Enterprise CRM powered by AI decisioning"
Pega CRM is an enterprise-level customer relationship management suite from Pegasystems that integrates sales automation, marketing, and customer service with AI-powered Next-Best-Action decisioning. Named a Leader in Forrester's CRM Wave Q1 2025, it offers low-code customization and real-time personalization.
Ideal for: Large enterprises seeking an AI-powered CRM platform with advanced workflow automation, Next-Best-Action decisioning, and low-code customization.
Forrester-recognized Leader in CRM Software (Q1 2025)
Next-Best-Action AI engine for personalized experiences
Low-code/no-code model-based development
Unified platform for sales, marketing, and service
Learn more at
pega.com
See exactly which data objects transfer from Practifi to Pega CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Pega CRM.
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