Practifi
Twenty CRM
Transfer contacts, companies, deals, and more from Practifi to Twenty CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to Twenty 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
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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 #1 open-source CRM alternative to Salesforce
Twenty is a modern, open-source CRM platform designed as an alternative to Salesforce and HubSpot. Built with GPL licensing, it offers full customization, data ownership, and a community-powered approach to customer relationship management.
Open-source GPL license with full data ownership and control
"The #1 open-source CRM alternative to Salesforce"
Twenty is a modern, open-source CRM platform designed as an alternative to Salesforce and HubSpot. Built with GPL licensing, it offers full customization, data ownership, and a community-powered approach to customer relationship management.
Ideal for: Organizations seeking a customizable, self-hosted CRM with full data ownership and the flexibility of open-source software.
Open-source GPL license with full data ownership and control
REST and GraphQL APIs for extensive integration capabilities
Custom objects and fields for tailored data modeling
Email synchronization with metadata or full content options
Learn more at
twenty.com
See exactly which data objects transfer from Practifi to Twenty CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to Twenty CRM.
Explore other popular CRM migrations similar to Practifi to Twenty CRM
Need to go the other way? We support bidirectional migrations.
Twenty CRM → PractifiJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
