Practifi
ZoomInfo
Transfer contacts, companies, activities, and more from Practifi to ZoomInfo. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Practifi to ZoomInfo 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 leading go-to-market intelligence platform
ZoomInfo is a B2B sales intelligence and go-to-market platform providing verified contact and company data, buyer intent signals, and workflow automation to help sales and marketing teams find and engage decision-makers.
Industry-leading B2B contact database accuracy
"The leading go-to-market intelligence platform"
ZoomInfo is a B2B sales intelligence and go-to-market platform providing verified contact and company data, buyer intent signals, and workflow automation to help sales and marketing teams find and engage decision-makers.
Ideal for: B2B sales and marketing teams needing accurate contact data, intent signals, and prospecting automation to accelerate pipeline generation and revenue growth.
Industry-leading B2B contact database accuracy
Real-time buyer intent signals
Native CRM and sales tool integrations
Automated workflow and enrichment capabilities
Learn more at
zoominfo.com
See exactly which data objects transfer from Practifi to ZoomInfo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Practifi to ZoomInfo.
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