Source
Crelate

Crelate

Destination
Phreesia

Phreesia

CRM MigrationStarting at $500

Migrate from Crelate to Phreesia

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Crelate to Phreesia. 9 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 Crelate to Phreesia 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

Crelate vs Phreesia

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

Migrating from
Crelate

Crelate

Modern recruiting CRM and ATS platform

Crelate is a modern Talent Relationship Management platform that combines an intuitive Applicant Tracking System with a specialized recruiting CRM. Designed for staffing agencies and recruiting firms, it streamlines the entire hiring process and manages client and candidate relationships with customizable workflows.

Founded 2012
Kirkland, Washington
Best for
Small BusinessMid-Market
Industries
Staffing and RecruitingExecutive SearchProfessional Services+1 more
Top Strength

Purpose-built for recruiting and talent management

Migrating to
Phreesia

Phreesia

Healthcare simplified

Phreesia is a patient intake and digital engagement platform for healthcare organizations, offering digital registration, consent management, payment processing, and clinical intake. It streamlines administrative workflows and enhances patient engagement.

Founded 2005
Wilmington, Delaware
Best for
Mid-MarketEnterprise
Industries
HealthcareHealth SystemsMedical Practices+2 more
Top Strength

Bi-directional EHR and PMS integrations

Your New CRM

Why Phreesia is a great choice

Phreesia

Phreesia

"Healthcare simplified"

Phreesia is a patient intake and digital engagement platform for healthcare organizations, offering digital registration, consent management, payment processing, and clinical intake. It streamlines administrative workflows and enhances patient engagement.

Ideal for: Healthcare organizations seeking to digitize patient intake, streamline registration workflows, and improve revenue cycle management with EHR integration.

Bi-directional EHR and PMS integrations

Real-time insurance verification

Industries
HealthcareHealth SystemsMedical Practices+2
Best For
Mid-MarketEnterprise

Mobile intake in 20+ languages

HIPAA, HITRUST, and PCI DSS compliance

Learn more at

phreesia.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Crelate to Phreesia

Crelate
Phreesia
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Crelate to Phreesia Migration FAQ

Common questions about migrating from Crelate to Phreesia.

Related Migration Paths

Explore other popular CRM migrations similar to Crelate to Phreesia

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