Practifi
Sisu
Transfer contacts, deals, activities, and more from Practifi to Sisu. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Sisu 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
The Original Real Estate Operating System
Sisu is an analytics and transaction management platform for real estate teams and brokerages, providing data visualization, agent coaching tools, commission management, and workflow automation.
Increases brokerage annual volume by 107% on average
"The Original Real Estate Operating System"
Sisu is an analytics and transaction management platform for real estate teams and brokerages, providing data visualization, agent coaching tools, commission management, and workflow automation.
Ideal for: Real estate teams and brokerages seeking to increase agent accountability and performance through data analytics, gamified leaderboards, and streamlined transaction management.
Increases brokerage annual volume by 107% on average
Full transaction management with e-signature and client portal
Gamified dashboards and leaderboards for agent motivation
Commission management and financial reporting
Learn more at
sfrealestatecrm.com
See exactly which data objects transfer from Practifi to Sisu
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Sisu.
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