Practifi
SuiteCRM
Transfer contacts, companies, deals, and more from Practifi to SuiteCRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to SuiteCRM 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
Open source CRM for the world
SuiteCRM is the world's most popular open-source CRM solution, offering complete sales, marketing, and service functionality with full customization capabilities and no licensing costs.
Completely free and open-source
"Open source CRM for the world"
SuiteCRM is the world's most popular open-source CRM solution, offering complete sales, marketing, and service functionality with full customization capabilities and no licensing costs.
Ideal for: Organizations seeking a feature-rich, fully customizable CRM without licensing fees and with complete control over their data and deployment.
Completely free and open-source
Highly customizable modules and workflows
Self-hosted or cloud deployment options
Active community and extensive documentation
Learn more at
suitecrm.com
See exactly which data objects transfer from Practifi to SuiteCRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to SuiteCRM.
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Prefer email? talk@ambrstack.com
