Source
Dentrix

Dentrix

Destination
Shape

Shape

CRM MigrationStarting at $500

Migrate from Dentrix to Shape

Effortlessly & Accurately

Transfer contacts, activities, and more from Dentrix to Shape. 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 Dentrix to Shape 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

Dentrix vs Shape

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

Migrating from
Dentrix

Dentrix

All-in-one dental practice management

Dentrix is a comprehensive dental practice management platform by Henry Schein One that integrates scheduling, clinical tools, imaging, revenue cycle management, patient communication, and document management. It serves over 45,000 practices with scalable solutions for solo practices to large multi-site organizations.

Founded 1985
American Fork, Utah, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
dentalhealthcaredental practice management
Top Strength

Integrated imaging with AI-powered caries and bone loss detection

Migrating to
Shape

Shape

The all-in-one business management solution

Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.

Founded 2017
Irvine, California
Best for
Small BusinessMid-Market
Industries
MortgageInsuranceLegal+4 more
Top Strength

Built-in click-to-dial and SMS with 10DLC compliance

Your New CRM

Why Shape is a great choice

Shape

Shape

"The all-in-one business management solution"

Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.

Ideal for: Sales teams in regulated industries needing an all-in-one CRM with built-in communication tools, compliance features, and AI-powered lead scoring.

Built-in click-to-dial and SMS with 10DLC compliance

AI-powered call analysis, scoring, and summarization

Industries
MortgageInsuranceLegal+4
Best For
Small BusinessMid-Market

SOC 2, HIPAA, and PIPEDA compliance certifications

CRO-optimized landing pages and lead funnels

Learn more at

setshape.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Dentrix to Shape

Dentrix
Shape
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Not Available
Quotes
Not Available
Documents
Supported
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Not Available

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

FAQ

Dentrix to Shape Migration FAQ

Common questions about migrating from Dentrix to Shape.

Related Migration Paths

Explore other popular CRM migrations similar to Dentrix to Shape

Reverse Migration

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

Shape → Dentrix

Ready to get started?

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Prefer email? talk@ambrstack.com