Practifi
Sellsy
Transfer contacts, companies, deals, and more from Practifi to Sellsy. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Sellsy 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
Your all-in-one sales launchpad
Sellsy is a comprehensive cloud-based CRM, ERP, and invoicing platform designed for small to medium-sized businesses. It provides lead generation, sales automation, invoicing, project management, and customer service tools all in one integrated solution.
Complete CRM, ERP, and invoicing in one platform
"Your all-in-one sales launchpad"
Sellsy is a comprehensive cloud-based CRM, ERP, and invoicing platform designed for small to medium-sized businesses. It provides lead generation, sales automation, invoicing, project management, and customer service tools all in one integrated solution.
Ideal for: Small to medium-sized European businesses seeking an all-in-one platform combining CRM, invoicing, and project management without multiple tool subscriptions.
Complete CRM, ERP, and invoicing in one platform
360-degree customer view with pipeline management
Integrated time tracking and project management
Multi-channel marketing automation and campaigns
Learn more at
sellsy.com
See exactly which data objects transfer from Practifi to Sellsy
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Sellsy.
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