Practifi
Rethink CRM
Transfer contacts, companies, deals, and more from Practifi to Rethink CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Rethink 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
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
CRE CRM Built by Brokers, for Brokers
Rethink CRM is a commercial real estate CRM platform built natively on Salesforce, offering deal pipeline management, property tracking, stacking plans, comp tracking, and marketing automation for CRE professionals.
Native Salesforce platform with no additional license required
"CRE CRM Built by Brokers, for Brokers"
Rethink CRM is a commercial real estate CRM platform built natively on Salesforce, offering deal pipeline management, property tracking, stacking plans, comp tracking, and marketing automation for CRE professionals.
Ideal for: Commercial real estate brokers, agents, and investors who need an industry-specific CRM with Salesforce's enterprise capabilities and CRE-focused workflows.
Native Salesforce platform with no additional license required
CRE-specific features including stacking plans and comp tracking
Deal pipeline management tailored for commercial transactions
Integration with Buildout marketing platform
Learn more at
rethinkcre.com
See exactly which data objects transfer from Practifi to Rethink CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Rethink CRM.
Explore other popular CRM migrations similar to Practifi to Rethink CRM
Need to go the other way? We support bidirectional migrations.
Rethink CRM → PractifiJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
