Source
Phreesia

Phreesia

Destination
Meritto

Meritto

CRM MigrationStarting at $500

Migrate from Phreesia to Meritto

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Phreesia to Meritto. 10 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 Meritto 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 Meritto

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
Meritto

Meritto

Purpose-built enrollment platform for education

Meritto (formerly NoPaperForms) is an AI-powered enrollment platform built specifically for educational organizations, combining CRM, application management, payments, and marketing automation. It serves over 1,000 educational organizations globally across K-12, higher education, and EdTech.

Founded 2017
New Delhi, India
Best for
Small BusinessMid-MarketEnterprise
Industries
EducationEdTechHigher Education+2 more
Top Strength

Purpose-built for education sector with enrollment expertise

Your New CRM

Why Meritto is a great choice

Meritto

Meritto

"Purpose-built enrollment platform for education"

Meritto (formerly NoPaperForms) is an AI-powered enrollment platform built specifically for educational organizations, combining CRM, application management, payments, and marketing automation. It serves over 1,000 educational organizations globally across K-12, higher education, and EdTech.

Ideal for: Educational organizations seeking a unified platform for student recruitment, enrollment management, and fee collection.

Purpose-built for education sector with enrollment expertise

AI-powered Mio agents for student engagement

Industries
EducationEdTechHigher Education+2
Best For
Small BusinessMid-MarketEnterprise

Integrated payment platform with fee forecasting

360-degree communication and nurturing tools

Learn more at

meritto.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Phreesia to Meritto

Phreesia
Meritto
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

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 Meritto Migration FAQ

Common questions about migrating from Phreesia to Meritto.

Related Migration Paths

Explore other popular CRM migrations similar to Phreesia to Meritto

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