Source
CareStack

CareStack

Destination
Wise Agent

Wise Agent

CRM MigrationStarting at $500

Migrate from CareStack to Wise Agent

Effortlessly & Accurately

Transfer contacts, activities, and more from CareStack to Wise Agent. 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 CareStack to Wise Agent 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

CareStack vs Wise Agent

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

Migrating from
CareStack

CareStack

Simplify dental practice management

Cloud-based dental practice management software designed to help dental practices manage operations, elevate patient relationships, and accelerate business growth. CareStack offers AI-powered features, integrated payment solutions, and industry-leading dental RCM.

Founded 2015
Celebration, Florida, USA
Best for
Small BusinessMid-Market
Industries
dentistryhealthcaredental practices
Top Strength

AI-powered features for new patient conversion

Migrating to
Wise Agent

Wise Agent

The Best CRM for Top Real Estate Agents

Wise Agent is an all-in-one real estate CRM platform combining contact management, lead automation, transaction management, drip campaigns, and marketing tools designed specifically for real estate professionals.

Founded 2002
Fountain Hills, Arizona
Best for
Small Business
Industries
Real Estate
Top Strength

Named Best Real Estate CRM of 2022 by Forbes Advisor

Your New CRM

Why Wise Agent is a great choice

Wise Agent

Wise Agent

"The Best CRM for Top Real Estate Agents"

Wise Agent is an all-in-one real estate CRM platform combining contact management, lead automation, transaction management, drip campaigns, and marketing tools designed specifically for real estate professionals.

Ideal for: Real estate agents and teams seeking an affordable, purpose-built CRM with comprehensive contact management, transaction tracking, and automated marketing capabilities.

Named Best Real Estate CRM of 2022 by Forbes Advisor

Most coach-recommended CRM in the real estate industry

Industries
Real Estate
Best For
Small Business

AI Bot for automated lead engagement and qualification

Over 70 direct integrations including DocuSign and Mojo Dialer

Learn more at

wiseagent.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from CareStack to Wise Agent

CareStack
Wise Agent
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

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
Mapping Required

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

FAQ

CareStack to Wise Agent Migration FAQ

Common questions about migrating from CareStack to Wise Agent.

Related Migration Paths

Explore other popular CRM migrations similar to CareStack to Wise Agent

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Prefer email? talk@ambrstack.com