Practifi
Top Producer
Transfer contacts, deals, activities, and more from Practifi to Top Producer. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Top Producer 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
All-in-one real estate CRM for top agents
Top Producer is a comprehensive real estate CRM platform providing agents with MLS-integrated contact management, automated follow-up workflows, AI-powered communication tools, and property insights to convert leads into repeat clients.
40+ years of real estate industry expertise since 1982
"All-in-one real estate CRM for top agents"
Top Producer is a comprehensive real estate CRM platform providing agents with MLS-integrated contact management, automated follow-up workflows, AI-powered communication tools, and property insights to convert leads into repeat clients.
Ideal for: Real estate agents and teams seeking a mature CRM with deep MLS integration, automated follow-up coaching, and AI-powered communication tools.
40+ years of real estate industry expertise since 1982
MLS integration with automatic property status updates
AI-powered Follow-Up Coach with recommended touch points
150+ lead source integrations including Gmail, Outlook, and iCloud
Learn more at
topproducer.com
See exactly which data objects transfer from Practifi to Top Producer
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Top Producer.
Explore other popular CRM migrations similar to Practifi to Top Producer
Need to go the other way? We support bidirectional migrations.
Top Producer → PractifiJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
