Source
Phreesia

Phreesia

Destination
Customer.io

Customer.io

CRM MigrationStarting at $500

Migrate from Phreesia to Customer.io

Effortlessly & Accurately

Transfer contacts, and more from Phreesia to Customer.io. 4 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 Phreesia to Customer.io 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

Phreesia vs Customer.io

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

Migrating from
Phreesia

Phreesia

Healthcare simplified

Phreesia is a patient intake and digital engagement platform for healthcare organizations, offering digital registration, consent management, payment processing, and clinical intake. It streamlines administrative workflows and enhances patient engagement.

Founded 2005
Wilmington, Delaware
Best for
Mid-MarketEnterprise
Industries
HealthcareHealth SystemsMedical Practices+2 more
Top Strength

Bi-directional EHR and PMS integrations

Migrating to
Customer.io

Customer.io

Behavioral marketing automation platform

Customer.io is a cloud-based marketing automation platform that enables businesses to send targeted, behavioral-driven messages across email, push notifications, SMS, and in-app channels. It uses customer behavior and data to trigger timely, personalized communications that drive engagement and retention.

Founded 2012
Portland, Oregon
Best for
Small BusinessMid-MarketEnterprise
Industries
SaaSE-commerceDigital Marketing+2 more
Top Strength

Behavior-driven message triggering

Your New CRM

Why Customer.io is a great choice

Customer.io

Customer.io

"Behavioral marketing automation platform"

Customer.io is a cloud-based marketing automation platform that enables businesses to send targeted, behavioral-driven messages across email, push notifications, SMS, and in-app channels. It uses customer behavior and data to trigger timely, personalized communications that drive engagement and retention.

Ideal for: Product-led growth companies and digital businesses needing behavior-based customer communication across multiple channels.

Behavior-driven message triggering

Multi-channel messaging (email, SMS, push, in-app)

Industries
SaaSE-commerceDigital Marketing+2
Best For
Small BusinessMid-MarketEnterprise

Advanced segmentation and targeting

Comprehensive API and webhook capabilities

Learn more at

customer.io

Data Compatibility

What gets migrated

See exactly which data objects transfer from Phreesia to Customer.io

Phreesia
Customer.io
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Supported
Notes
Not Available
Tasks
Not Available

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

Phreesia to Customer.io Migration FAQ

Common questions about migrating from Phreesia to Customer.io.

Related Migration Paths

Explore other popular CRM migrations similar to Phreesia to Customer.io

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Prefer email? talk@ambrstack.com