Source
Phreesia

Phreesia

Destination
Salesforce

Salesforce

CRM MigrationStarting at $500

Migrate from Phreesia to Salesforce

Effortlessly & Accurately

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

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
Salesforce

Salesforce

The #1 AI CRM

Enterprise-grade CRM with comprehensive sales, service, marketing automation, and AI capabilities.

Founded 1999
San Francisco, CA
Best for
Mid-MarketEnterprise
Industries
TechnologyFinancial ServicesHealthcare+2 more
Top Strength

Highly customizable with AppExchange ecosystem

Your New CRM

Why Salesforce is a great choice

Salesforce

Salesforce

"The #1 AI CRM"

Enterprise-grade CRM with comprehensive sales, service, marketing automation, and AI capabilities.

Ideal for: Large sales teams needing advanced customization, reporting, and enterprise-grade security

Highly customizable with AppExchange ecosystem

Advanced reporting and analytics with AI insights

Industries
TechnologyFinancial ServicesHealthcare+2
Best For
Mid-MarketEnterprise

Enterprise-grade security and compliance

Extensive third-party integrations

Learn more at

salesforce.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Phreesia to Salesforce

Phreesia
Salesforce
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
Supported
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
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 Salesforce Migration FAQ

Common questions about migrating from Phreesia to Salesforce.

Related Migration Paths

Explore other popular CRM migrations similar to Phreesia to Salesforce

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Prefer email? talk@ambrstack.com