Source
NowCerts

NowCerts

Destination
Klara

Klara

CRM MigrationStarting at $500

Migrate from NowCerts to Klara

Effortlessly & Accurately

Transfer contacts, activities, and more from NowCerts to Klara. 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 NowCerts to Klara 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

NowCerts vs Klara

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

Migrating from
NowCerts

NowCerts

Insurance agency management simplified

NowCerts is a cloud-based insurance agency management system providing policy management, certificate issuance, commission tracking, and data synchronization with carriers, featuring a customer self-service portal and numerous integrations.

Founded 2009
Flower Mound, Texas, USA
Best for
Small BusinessMid-Market
Industries
insuranceinsurance agency managementcommercial insurance+2 more
Top Strength

Comprehensive certificate of insurance automation

Migrating to
Klara

Klara

Conversational patient engagement software

Klara is a HIPAA-compliant conversational patient engagement platform that centralizes multi-channel patient communication, automates administrative tasks like appointment reminders, and enables secure messaging and telemedicine capabilities.

Founded 2013
Boca Raton, Florida
Best for
Small BusinessMid-Market
Industries
HealthcareMedical PracticesDermatology+2 more
Top Strength

Multi-channel patient communication centralized

Your New CRM

Why Klara is a great choice

Klara

Klara

"Conversational patient engagement software"

Klara is a HIPAA-compliant conversational patient engagement platform that centralizes multi-channel patient communication, automates administrative tasks like appointment reminders, and enables secure messaging and telemedicine capabilities.

Ideal for: Medical practices seeking to streamline patient communication across text, web chat, and phone with HIPAA-compliant messaging and automated administrative workflows.

Multi-channel patient communication centralized

HIPAA-compliant secure messaging

Industries
HealthcareMedical PracticesDermatology+2
Best For
Small BusinessMid-Market

Automated appointment reminders and follow-ups

Telemedicine with video visits

Learn more at

klara.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from NowCerts to Klara

NowCerts
Klara
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Supported
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

NowCerts to Klara Migration FAQ

Common questions about migrating from NowCerts to Klara.

Related Migration Paths

Explore other popular CRM migrations similar to NowCerts to Klara

Reverse Migration

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

Klara → NowCerts

Ready to get started?

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

Prefer email? talk@ambrstack.com