Source
Phreesia

Phreesia

Destination
Dubsado

Dubsado

CRM MigrationStarting at $500

Migrate from Phreesia to Dubsado

Effortlessly & Accurately

Transfer contacts, activities, and more from Phreesia to Dubsado. 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 Phreesia to Dubsado 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 Dubsado

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
Dubsado

Dubsado

Client Management for Creative Professionals

Dubsado is a comprehensive client relationship management system built for service-based businesses and creatives. It integrates project management, invoicing, contract management, and client communication in one intuitive platform.

Founded 2015
Burbank, California, USA
Best for
Small Business
Industries
Creative ServicesPhotographyConsulting+1 more
Top Strength

All-in-one client management with invoicing and contracts

Your New CRM

Why Dubsado is a great choice

Dubsado

Dubsado

"Client Management for Creative Professionals"

Dubsado is a comprehensive client relationship management system built for service-based businesses and creatives. It integrates project management, invoicing, contract management, and client communication in one intuitive platform.

Ideal for: Freelancers and service-based businesses looking for an all-in-one client management and invoicing solution.

All-in-one client management with invoicing and contracts

Customizable workflows and automation

Industries
Creative ServicesPhotographyConsulting+1
Best For
Small Business

Built-in payment processing via Stripe, PayPal, Square

Client portal for transparency and engagement

Learn more at

dubsado.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Phreesia to Dubsado

Phreesia
Dubsado
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
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

Phreesia to Dubsado Migration FAQ

Common questions about migrating from Phreesia to Dubsado.

Related Migration Paths

Explore other popular CRM migrations similar to Phreesia to Dubsado

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