Clientjoy
ReferralMD
Transfer contacts, companies, activities, and more from Clientjoy to ReferralMD. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Clientjoy to ReferralMD migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Operating System and CRM for Agencies
Clientjoy is an all-in-one platform for freelancers and agencies that combines CRM, proposal management, invoicing, and project tracking. It replaces multiple tools by providing lead management, client portal, contract management, and payment processing.
All-in-one solution reducing tool sprawl
Connect Every Referral, Every Provider, Every Patient
ReferralMD is an AI-powered healthcare technology platform providing referral management, eConsults, patient scheduling, intake and communications, fax management, and marketing CRM for healthcare organizations.
AI-powered referral management and analytics
"Connect Every Referral, Every Provider, Every Patient"
ReferralMD is an AI-powered healthcare technology platform providing referral management, eConsults, patient scheduling, intake and communications, fax management, and marketing CRM for healthcare organizations.
Ideal for: Healthcare organizations seeking end-to-end visibility into referral activity, care coordination, and patient engagement with EHR integration capabilities.
AI-powered referral management and analytics
Bidirectional EHR integrations (Epic, Cerner, Meditech)
eConsult and appointment scheduling automation
HIPAA-compliant with SOC2 and PCI certifications
Learn more at
getreferralmd.com
See exactly which data objects transfer from Clientjoy to ReferralMD
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Clientjoy to ReferralMD.
Explore other popular CRM migrations similar to Clientjoy to ReferralMD
Need to go the other way? We support bidirectional migrations.
ReferralMD → ClientjoyJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
