Source
Klaviyo

Klaviyo

Destination
ReferralMD

ReferralMD

CRM MigrationStarting at $500

Migrate from Klaviyo to ReferralMD

Effortlessly & Accurately

Transfer contacts, activities, and more from Klaviyo to ReferralMD. 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 Klaviyo to ReferralMD 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

Klaviyo vs ReferralMD

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

Migrating from
Klaviyo

Klaviyo

Power smarter digital relationships

Klaviyo is an AI-powered B2C CRM platform combining marketing automation, analytics, and customer service for consumer brands. It specializes in personalized email and SMS campaigns powered by first-party data unification.

Founded 2012
Boston, Massachusetts
Best for
Small BusinessMid-MarketEnterprise
Industries
E-commerceRetailConsumer Goods+2 more
Top Strength

Deep native Shopify and e-commerce integrations

Migrating to
ReferralMD

ReferralMD

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.

Founded 2011
Mount Pleasant, South Carolina
Best for
Mid-MarketEnterprise
Industries
HealthcareHospitalsHealth Systems+1 more
Top Strength

AI-powered referral management and analytics

Your New CRM

Why ReferralMD is a great choice

ReferralMD

ReferralMD

"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)

Industries
HealthcareHospitalsHealth Systems+1
Best For
Mid-MarketEnterprise

eConsult and appointment scheduling automation

HIPAA-compliant with SOC2 and PCI certifications

Learn more at

getreferralmd.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Klaviyo to ReferralMD

Klaviyo
ReferralMD
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Supported
Notes
Mapping Required
Tasks
Mapping Required

Advanced Features

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

Specialized

Tickets
Not Available
Invoices
Mapping Required
Subscriptions
Not Available

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

FAQ

Klaviyo to ReferralMD Migration FAQ

Common questions about migrating from Klaviyo to ReferralMD.

Related Migration Paths

Explore other popular CRM migrations similar to Klaviyo to ReferralMD

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