Source
Cloze

Cloze

Destination
Kareo

Kareo

CRM MigrationStarting at $500

Migrate from Cloze to Kareo

Effortlessly & Accurately

Transfer contacts, activities, and more from Cloze to Kareo. 5 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 Cloze to Kareo 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

Cloze vs Kareo

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

Migrating from
Cloze

Cloze

Relationship Management Without Data Entry

Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.

Founded 2012
Wellesley, Massachusetts, USA
Best for
Small BusinessMid-Market
Industries
Real EstateSalesProfessional Services+2 more
Top Strength

Automatic capture of emails, calls, and communications

Migrating to
Kareo

Kareo

Cloud-based practice management for healthcare

Kareo, now Tebra, is a cloud-based electronic health records and practice management platform specifically built for independent medical practices, offering EHR, billing, patient engagement, and revenue cycle management.

Founded 2004
Irvine, California
Best for
Small BusinessMid-Market
Industries
HealthcareMedical PracticesPhysician Groups+2 more
Top Strength

Integrated EHR and practice management

Your New CRM

Why Kareo is a great choice

Kareo

Kareo

"Cloud-based practice management for healthcare"

Kareo, now Tebra, is a cloud-based electronic health records and practice management platform specifically built for independent medical practices, offering EHR, billing, patient engagement, and revenue cycle management.

Ideal for: Independent medical practices seeking an integrated EHR and practice management solution with billing, patient scheduling, and patient engagement tools.

Integrated EHR and practice management

Revenue cycle management and billing

Industries
HealthcareMedical PracticesPhysician Groups+2
Best For
Small BusinessMid-Market

HIPAA and ICD-10 compliant

Patient portal and engagement tools

Learn more at

kareo.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Cloze to Kareo

Cloze
Kareo
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Cloze to Kareo Migration FAQ

Common questions about migrating from Cloze to Kareo.

Related Migration Paths

Explore other popular CRM migrations similar to Cloze to Kareo

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Kareo → Cloze

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com