Source
Avant2

Avant2

Destination
Kareo

Kareo

CRM MigrationStarting at $500

Migrate from Avant2 to Kareo

Effortlessly & Accurately

Transfer contacts, activities, and more from Avant2 to Kareo. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Avant2 to Kareo migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Avant2 vs Kareo

A quick look at both platforms to help you understand your migration path

Migrating from
Avant2

Avant2

CRM for insurance sales and brokerage

Avant2 is an insurance-focused CRM and multi-pricer platform for brokers, enabling policy quoting across 120+ products from 50+ insurance companies, client relationship management, portfolio management, and policy contracting in under 6 minutes.

Spain
Best for
Small BusinessMid-Market
Industries
InsuranceBrokerageFinancial Services
Top Strength

120+ insurance products and 50+ companies

Migrating to
Kareo

Kareo

Cloud-based practice management for healthcare

Kareo, now Tebra, is a cloud-based electronic health records and practice management platform specifically built for independent medical practices, offering EHR, billing, patient engagement, and revenue cycle management.

Founded 2004
Irvine, California
Best for
Small BusinessMid-Market
Industries
HealthcareMedical PracticesPhysician Groups+2 more
Top Strength

Integrated EHR and practice management

Your New CRM

Why Kareo is a great choice

Kareo

Kareo

"Cloud-based practice management for healthcare"

Kareo, now Tebra, is a cloud-based electronic health records and practice management platform specifically built for independent medical practices, offering EHR, billing, patient engagement, and revenue cycle management.

Ideal for: Independent medical practices seeking an integrated EHR and practice management solution with billing, patient scheduling, and patient engagement tools.

Integrated EHR and practice management

Revenue cycle management and billing

Industries
HealthcareMedical PracticesPhysician Groups+2
Best For
Small BusinessMid-Market

HIPAA and ICD-10 compliant

Patient portal and engagement tools

Learn more at

kareo.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Avant2 to Kareo

Avant2
Kareo
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Mapping Required
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Not Available
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Avant2 to Kareo Migration FAQ

Common questions about migrating from Avant2 to Kareo.

Related Migration Paths

Explore other popular CRM migrations similar to Avant2 to Kareo

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Kareo → Avant2

Ready to get started?

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Prefer email? talk@ambrstack.com