Agent Legend
Phreesia
Transfer contacts, activities, and more from Agent Legend to Phreesia. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Agent Legend to Phreesia 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
Lead management for real estate pros
Agent Legend is an online lead management and automation platform designed for real estate agents and mortgage professionals. It provides automated voicemail, SMS, and email campaigns, lead intelligence scoring, and customizable workflows to convert prospects into clients and nurture long-term relationships.
Multi-channel automation (voicemail, SMS, email, letters)
Healthcare simplified
Phreesia is a patient intake and digital engagement platform for healthcare organizations, offering digital registration, consent management, payment processing, and clinical intake. It streamlines administrative workflows and enhances patient engagement.
Bi-directional EHR and PMS integrations
"Healthcare simplified"
Phreesia is a patient intake and digital engagement platform for healthcare organizations, offering digital registration, consent management, payment processing, and clinical intake. It streamlines administrative workflows and enhances patient engagement.
Ideal for: Healthcare organizations seeking to digitize patient intake, streamline registration workflows, and improve revenue cycle management with EHR integration.
Bi-directional EHR and PMS integrations
Real-time insurance verification
Mobile intake in 20+ languages
HIPAA, HITRUST, and PCI DSS compliance
Learn more at
phreesia.com
See exactly which data objects transfer from Agent Legend to Phreesia
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Agent Legend to Phreesia.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
