Practifi
Spotler CRM
Transfer contacts, companies, deals, and more from Practifi to Spotler CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Spotler 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
The marketer's CRM
Spotler CRM (formerly Really Simple Systems) is an easy-to-use cloud CRM designed for small and mid-sized B2B organizations. It offers customizable sales CRM, marketing tools, and service integrations with timeline-based contact management and workflow automation.
Free plan available with 100 accounts and 2 users
"The marketer's CRM"
Spotler CRM (formerly Really Simple Systems) is an easy-to-use cloud CRM designed for small and mid-sized B2B organizations. It offers customizable sales CRM, marketing tools, and service integrations with timeline-based contact management and workflow automation.
Ideal for: Small to medium-sized B2B companies seeking an affordable, user-friendly CRM with integrated marketing tools and excellent customer support.
Free plan available with 100 accounts and 2 users
Built-in email marketing with campaign tracking
GDPR compliant with cloud-based access
Extensive integrations including Mailchimp and Zapier
Learn more at
spotler.com
See exactly which data objects transfer from Practifi to Spotler CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Spotler CRM.
Explore other popular CRM migrations similar to Practifi to Spotler CRM
Need to go the other way? We support bidirectional migrations.
Spotler CRM → PractifiJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
