Source
Phreesia

Phreesia

Destination
Piano

Piano

CRM MigrationStarting at $500

Migrate from Phreesia to Piano

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Phreesia to Piano. 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 Phreesia to Piano 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 Piano

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
Piano

Piano

Understand and influence customer behavior

Piano is a digital experience platform that empowers organizations to understand customer behavior and drive personalized engagement. It offers subscription management, content monetization, analytics, and customer data integration for publishers and digital businesses.

Founded 2010
Amsterdam, Netherlands
Best for
Mid-MarketEnterprise
Industries
Media & PublishingDigital NewsEntertainment+2 more
Top Strength

Advanced subscription and paywall management

Your New CRM

Why Piano is a great choice

Piano

Piano

"Understand and influence customer behavior"

Piano is a digital experience platform that empowers organizations to understand customer behavior and drive personalized engagement. It offers subscription management, content monetization, analytics, and customer data integration for publishers and digital businesses.

Ideal for: Publishers and digital businesses seeking comprehensive subscription management, content monetization, and audience engagement with robust analytics.

Advanced subscription and paywall management

Real-time behavioral analytics at scale

Industries
Media & PublishingDigital NewsEntertainment+2
Best For
Mid-MarketEnterprise

Multi-channel access management

Support for 150+ countries and payment methods

Learn more at

piano.io

Data Compatibility

What gets migrated

See exactly which data objects transfer from Phreesia to Piano

Phreesia
Piano
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
Not Available
Tasks
Not Available

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
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 Piano Migration FAQ

Common questions about migrating from Phreesia to Piano.

Related Migration Paths

Explore other popular CRM migrations similar to Phreesia to Piano

Reverse Migration

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

Piano → Phreesia

Ready to get started?

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Prefer email? talk@ambrstack.com