Practifi
Perfectview
Transfer contacts, companies, deals, and more from Practifi to Perfectview. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Perfectview 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
Dutch CRM for European businesses
PerfectView is the largest independent CRM software developer in the Netherlands, offering a user-friendly, all-in-one CRM system for relationship management, sales, marketing, and customer service. With 5,000+ customers across 19 countries and ISO-27001 certification, it provides GDPR-compliant solutions hosted within Europe.
Largest independent Dutch CRM developer (40+ years)
"Dutch CRM for European businesses"
PerfectView is the largest independent CRM software developer in the Netherlands, offering a user-friendly, all-in-one CRM system for relationship management, sales, marketing, and customer service. With 5,000+ customers across 19 countries and ISO-27001 certification, it provides GDPR-compliant solutions hosted within Europe.
Ideal for: European SMBs seeking a user-friendly, GDPR-compliant CRM with Dutch/German language support and European data hosting.
Largest independent Dutch CRM developer (40+ years)
ISO-27001 certified and fully GDPR compliant
Cloud-based with European data hosting
Unlimited data storage with daily backups
Learn more at
perfectview.nl
See exactly which data objects transfer from Practifi to Perfectview
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Perfectview.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
