Source
Practifi

Practifi

Destination
Propertyware

Propertyware

CRM MigrationStarting at $500

Migrate from Practifi to Propertyware

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Practifi to Propertyware. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Practifi to Propertyware migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Practifi vs Propertyware

A quick look at both platforms to help you understand your migration path

Migrating from
Practifi

Practifi

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.

Founded 2013
Chicago, Illinois, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Wealth ManagementFinancial ServicesInvestment Advisory+1 more
Top Strength

Purpose-built for wealth management industry

Migrating to
Propertyware

Propertyware

Built by single-family experts

Propertyware is a property management software platform designed specifically for single-family rental properties. It offers a full suite of CRM, accounting, tenant screening, maintenance management, and marketing solutions with owner and tenant portals for streamlined communication.

Founded 2001
Richardson, Texas, United States
Best for
Small BusinessMid-Market
Industries
Property ManagementReal EstateSingle-Family Rentals+1 more
Top Strength

Purpose-built for single-family property management

Your New CRM

Why Propertyware is a great choice

Propertyware

Propertyware

"Built by single-family experts"

Propertyware is a property management software platform designed specifically for single-family rental properties. It offers a full suite of CRM, accounting, tenant screening, maintenance management, and marketing solutions with owner and tenant portals for streamlined communication.

Ideal for: Single-family property management companies seeking a scalable platform with robust CRM, accounting, and open API capabilities.

Purpose-built for single-family property management

Open API with two-way data connection

Industries
Property ManagementReal EstateSingle-Family Rentals+1
Best For
Small BusinessMid-Market

Customizable fields, dashboards, and reports

Owner and tenant portals for self-service

Learn more at

propertyware.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Practifi to Propertyware

Practifi
Propertyware
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Practifi to Propertyware Migration FAQ

Common questions about migrating from Practifi to Propertyware.

Related Migration Paths

Explore other popular CRM migrations similar to Practifi to Propertyware

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com