
Espresso Agent

ReferralMD
Transfer contacts, and more from Espresso Agent to ReferralMD. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Espresso Agent 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
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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

Real estate CRM with lead generation
Espresso Agent is a real estate CRM and lead generation platform providing agents with expired, FSBO, and FRBO leads along with an integrated dialer, CRM, email marketing, and video messaging capabilities. All packages include the built-in dialer and CRM.
Integrated dialer with AI noise suppression and call transcription

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 Espresso Agent to ReferralMD


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Espresso Agent to ReferralMD.
Explore other popular CRM migrations similar to Espresso Agent to ReferralMD

Need to go the other way? We support bidirectional migrations.
ReferralMD → Espresso AgentJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com