Source
Carepatron

Carepatron

Destination
Contactually

Contactually

CRM MigrationStarting at $500

Migrate from Carepatron to Contactually

Effortlessly & Accurately

Transfer contacts, and more from Carepatron to Contactually. 6 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 Carepatron to Contactually 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

Carepatron vs Contactually

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

Migrating from
Carepatron

Carepatron

Healthcare practice management platform

Carepatron is an all-in-one healthcare practice management platform featuring appointment scheduling, client records management, notes, billing, payments, telehealth, and communication tools. It provides HIPAA-compliant features designed specifically for healthcare practitioners.

Founded 2019
Tauranga, New Zealand
Best for
Small Business
Industries
HealthcareMental HealthTherapy+2 more
Top Strength

HIPAA-compliant security and data handling

Migrating to
Contactually

Contactually

Relationships over data management

Contactually was an intelligent CRM platform designed specifically for real estate professionals that emphasized authentic relationship building and consistent communication workflows. It was acquired by Compass and closed on March 31, 2022.

Founded 2011
Washington, District of Columbia, USA
Best for
Small BusinessMid-Market
Industries
real estateproperty managementresidential sales+1 more
Top Strength

Relationship-centric CRM design

Your New CRM

Why Contactually is a great choice

Contactually

Contactually

"Relationships over data management"

Contactually was an intelligent CRM platform designed specifically for real estate professionals that emphasized authentic relationship building and consistent communication workflows. It was acquired by Compass and closed on March 31, 2022.

Ideal for: Real estate agents and brokers seeking relationship-focused CRM tools for maintaining client connections and follow-ups. (Platform closed March 2022)

Relationship-centric CRM design

Intuitive follow-up and activity management

Industries
real estateproperty managementresidential sales+1
Best For
Small BusinessMid-Market

AI-powered contact insights

Strong real estate-specific features

Learn more at

contactually.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Carepatron to Contactually

Carepatron
Contactually
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Mapping Required
Activities
Mapping Required

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Not Available

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

FAQ

Carepatron to Contactually Migration FAQ

Common questions about migrating from Carepatron to Contactually.

Related Migration Paths

Explore other popular CRM migrations similar to Carepatron to Contactually

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Prefer email? talk@ambrstack.com