Source
Perfectview

Perfectview

Destination
Klara

Klara

CRM MigrationStarting at $500

Migrate from Perfectview to Klara

Effortlessly & Accurately

Transfer contacts, activities, and more from Perfectview to Klara. 8 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 Perfectview 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

Perfectview vs Klara

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

Migrating from
Perfectview

Perfectview

Dutch CRM for European businesses

PerfectView is the largest independent CRM software developer in the Netherlands, offering a user-friendly, all-in-one CRM system for relationship management, sales, marketing, and customer service. With 5,000+ customers across 19 countries and ISO-27001 certification, it provides GDPR-compliant solutions hosted within Europe.

Founded 1984
's-Hertogenbosch, Netherlands
Best for
Small BusinessMid-Market
Industries
Professional ServicesTradeHealthcare+2 more
Top Strength

Largest independent Dutch CRM developer (40+ years)

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 Perfectview to Klara

Perfectview
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
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Not Available

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

Perfectview to Klara Migration FAQ

Common questions about migrating from Perfectview to Klara.

Related Migration Paths

Explore other popular CRM migrations similar to Perfectview to Klara

Ready to get started?

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

Prefer email? talk@ambrstack.com