Source
Phreesia

Phreesia

Destination
Simplicate

Simplicate

CRM MigrationStarting at $500

Migrate from Phreesia to Simplicate

Effortlessly & Accurately

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

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
Simplicate

Simplicate

CRM and project software for professional services

Simplicate is a cloud-based business management platform for service-driven companies like consultancies and agencies. It centralizes CRM, sales, time tracking, project workflows, and billing to streamline operations.

Founded 2014
Groningen, Netherlands
Best for
Small BusinessMid-Market
Industries
ConsultingMarketing AgenciesEngineering Firms+2 more
Top Strength

Unified CRM, project management, and billing platform

Your New CRM

Why Simplicate is a great choice

Simplicate

Simplicate

"CRM and project software for professional services"

Simplicate is a cloud-based business management platform for service-driven companies like consultancies and agencies. It centralizes CRM, sales, time tracking, project workflows, and billing to streamline operations.

Ideal for: Professional service firms and agencies in the Netherlands seeking integrated CRM, project management, time tracking, and invoicing in one platform.

Unified CRM, project management, and billing platform

Time tracking integrated with project workflows

Industries
ConsultingMarketing AgenciesEngineering Firms+2
Best For
Small BusinessMid-Market

Quote creation and sales pipeline monitoring

ISO 27001-certified security standards

Learn more at

simplicate.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Phreesia to Simplicate

Phreesia
Simplicate
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
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 Simplicate Migration FAQ

Common questions about migrating from Phreesia to Simplicate.

Related Migration Paths

Explore other popular CRM migrations similar to Phreesia to Simplicate

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Prefer email? talk@ambrstack.com