Source
Carepatron

Carepatron

Destination
Fortellis

Fortellis

CRM MigrationStarting at $500

Migrate from Carepatron to Fortellis

Effortlessly & Accurately

Transfer your CRM data, and more from Carepatron to Fortellis. 1 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 Fortellis 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 Fortellis

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
Fortellis

Fortellis

Automotive commerce exchange platform

Fortellis is an open, agnostic API platform and marketplace created by CDK Global for the automotive industry. It enables dealers, manufacturers, and developers to discover, build, and integrate solutions through a secure ecosystem of APIs and applications, facilitating seamless data exchange and business process automation.

Founded 2018
Chicago, Illinois, United States
Best for
Mid-MarketEnterprise
Industries
AutomotiveAutomotive RetailDealerships+2 more
Top Strength

Open, agnostic API platform for automotive industry

Your New CRM

Why Fortellis is a great choice

Fortellis

Fortellis

"Automotive commerce exchange platform"

Fortellis is an open, agnostic API platform and marketplace created by CDK Global for the automotive industry. It enables dealers, manufacturers, and developers to discover, build, and integrate solutions through a secure ecosystem of APIs and applications, facilitating seamless data exchange and business process automation.

Ideal for: Automotive dealers, manufacturers, and software developers seeking to integrate applications and automate workflows across the automotive commerce ecosystem.

Open, agnostic API platform for automotive industry

API Data Management and Field Management capabilities

Industries
AutomotiveAutomotive RetailDealerships+2
Best For
Mid-MarketEnterprise

Async APIs with OpenAPI standards compliance

Robust developer network and marketplace

Learn more at

fortellis.io

Data Compatibility

What gets migrated

See exactly which data objects transfer from Carepatron to Fortellis

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

Core Objects

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

Communication

Emails
Not Available
Notes
Not Available
Tasks
Not Available

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
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 Fortellis Migration FAQ

Common questions about migrating from Carepatron to Fortellis.

Related Migration Paths

Explore other popular CRM migrations similar to Carepatron to Fortellis

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Prefer email? talk@ambrstack.com