Source
Phreesia

Phreesia

Destination
Teamleader

Teamleader

CRM MigrationStarting at $500

Migrate from Phreesia to Teamleader

Effortlessly & Accurately

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

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
Teamleader

Teamleader

CRM, invoices, quotations and projects in one tool

Teamleader is a Belgian unified platform combining CRM, invoicing, and project planning for small and medium enterprises, offering contact management, automated invoicing, time tracking, support tickets, and calendar planning.

Founded 2012
Ghent, Belgium
Best for
Small BusinessMid-Market
Industries
Professional ServicesAgenciesConsulting+2 more
Top Strength

Integrated CRM, project management, and invoicing

Your New CRM

Why Teamleader is a great choice

Teamleader

Teamleader

"CRM, invoices, quotations and projects in one tool"

Teamleader is a Belgian unified platform combining CRM, invoicing, and project planning for small and medium enterprises, offering contact management, automated invoicing, time tracking, support tickets, and calendar planning.

Ideal for: European SMEs and agencies seeking an all-in-one work management tool combining CRM, project management, time tracking, and automated invoicing.

Integrated CRM, project management, and invoicing

Automatic invoice sending with status tracking

Industries
Professional ServicesAgenciesConsulting+2
Best For
Small BusinessMid-Market

Built-in time tracking for employee hours

Support ticket functionality included

Learn more at

teamleadercrm.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Phreesia to Teamleader

Phreesia
Teamleader
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 Teamleader Migration FAQ

Common questions about migrating from Phreesia to Teamleader.

Related Migration Paths

Explore other popular CRM migrations similar to Phreesia to Teamleader

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