Source
Pipedrive

Pipedrive

Destination
Phreesia

Phreesia

CRM MigrationStarting at $500

Migrate from Pipedrive to Phreesia

Effortlessly & Accurately

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

Pipedrive vs Phreesia

A quick look at both platforms to help you understand your migration path

Migrating from
Pipedrive

Pipedrive

The one platform to grow your business

Sales-focused CRM with an intuitive visual pipeline designed to help teams close more deals.

Founded 2010
New York, NY
Best for
Small BusinessMid-Market
Industries
TechnologyReal EstateConsulting+2 more
Top Strength

Highly visual drag-and-drop sales pipeline

Migrating to
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

Your New CRM

Why Phreesia is a great choice

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.

Ideal for: Healthcare organizations seeking to digitize patient intake, streamline registration workflows, and improve revenue cycle management with EHR integration.

Bi-directional EHR and PMS integrations

Real-time insurance verification

Industries
HealthcareHealth SystemsMedical Practices+2
Best For
Mid-MarketEnterprise

Mobile intake in 20+ languages

HIPAA, HITRUST, and PCI DSS compliance

Learn more at

phreesia.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Pipedrive to Phreesia

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

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Pipedrive to Phreesia Migration FAQ

Common questions about migrating from Pipedrive to Phreesia.

Related Migration Paths

Explore other popular CRM migrations similar to Pipedrive to Phreesia

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com