Source
Carepatron

Carepatron

Destination
HawkSoft

HawkSoft

CRM MigrationStarting at $500

Migrate from Carepatron to HawkSoft

Effortlessly & Accurately

Transfer contacts, and more from Carepatron to HawkSoft. 7 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 HawkSoft 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 HawkSoft

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
HawkSoft

HawkSoft

Agency management system for independent insurance agents

HawkSoft is a leading insurance agency management system designed for independent agencies to manage their book of business, retention, and sales pipeline. It offers cloud-based data access with desktop performance, built-in accounting workflows, and no long-term contracts.

Founded 1995
Canby, Oregon, United States
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance AgenciesIndependent Agents+2 more
Top Strength

No long-term contracts or data extraction fees

Your New CRM

Why HawkSoft is a great choice

HawkSoft

HawkSoft

"Agency management system for independent insurance agents"

HawkSoft is a leading insurance agency management system designed for independent agencies to manage their book of business, retention, and sales pipeline. It offers cloud-based data access with desktop performance, built-in accounting workflows, and no long-term contracts.

Ideal for: Independent insurance agencies seeking a user-friendly management system with no long-term contracts, built-in accounting, and comprehensive policy management.

No long-term contracts or data extraction fees

Built-in insurance accounting with QuickBooks integration

Industries
InsuranceInsurance AgenciesIndependent Agents+2
Best For
Small BusinessMid-Market

Agency Intelligence reporting suite included at no extra cost

Integrated texting from agency phone number

Learn more at

hawksoft.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Carepatron to HawkSoft

Carepatron
HawkSoft
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
Supported
Subscriptions
Not Available

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

FAQ

Carepatron to HawkSoft Migration FAQ

Common questions about migrating from Carepatron to HawkSoft.

Related Migration Paths

Explore other popular CRM migrations similar to Carepatron to HawkSoft

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Prefer email? talk@ambrstack.com