Practifi
Sierra Interactive
Transfer contacts, deals, activities, and more from Practifi to Sierra Interactive. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Sierra Interactive 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
Real estate CRM and IDX websites
Sierra Interactive is an integrated real estate platform offering IDX websites, CRM, lead routing, and marketing automation for teams and brokerages. It combines website generation with powerful lead nurturing and conversion tools.
Integrated IDX website with powerful CRM in one login
"Real estate CRM and IDX websites"
Sierra Interactive is an integrated real estate platform offering IDX websites, CRM, lead routing, and marketing automation for teams and brokerages. It combines website generation with powerful lead nurturing and conversion tools.
Ideal for: Real estate teams and brokerages seeking an all-in-one platform combining IDX website, CRM, lead management, and automated marketing campaigns.
Integrated IDX website with powerful CRM in one login
Smart lead routing by geography, price, or agent availability
Built-in drip campaigns and behavioral triggers
Over 90 integrations with open API access
Learn more at
sierrainteractive.com
See exactly which data objects transfer from Practifi to Sierra Interactive
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Sierra Interactive.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
