Source
ReferralMD

ReferralMD

Destination
ClientLook

ClientLook

CRM MigrationStarting at $500

Migrate from ReferralMD to ClientLook

Effortlessly & Accurately

Transfer contacts, activities, and more from ReferralMD to ClientLook. 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 ReferralMD to ClientLook 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

ReferralMD vs ClientLook

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

Migrating from
ReferralMD

ReferralMD

Connect Every Referral, Every Provider, Every Patient

ReferralMD is an AI-powered healthcare technology platform providing referral management, eConsults, patient scheduling, intake and communications, fax management, and marketing CRM for healthcare organizations.

Founded 2011
Mount Pleasant, South Carolina
Best for
Mid-MarketEnterprise
Industries
HealthcareHospitalsHealth Systems+1 more
Top Strength

AI-powered referral management and analytics

Migrating to
ClientLook

ClientLook

Commercial Real Estate CRM

ClientLook is a cloud-based CRM platform built exclusively for commercial real estate professionals. It provides property tracking, contact management, deal pipeline, email marketing, and a virtual assistant service for administrative tasks.

Founded 2008
Laguna Niguel, California, USA
Best for
Small BusinessMid-Market
Industries
Commercial Real EstateReal EstateProperty Management+2 more
Top Strength

Built exclusively for commercial real estate

Your New CRM

Why ClientLook is a great choice

ClientLook

ClientLook

"Commercial Real Estate CRM"

ClientLook is a cloud-based CRM platform built exclusively for commercial real estate professionals. It provides property tracking, contact management, deal pipeline, email marketing, and a virtual assistant service for administrative tasks.

Ideal for: Commercial real estate agents, brokers, and investors who need specialized property tracking and deal management.

Built exclusively for commercial real estate

Specialized property tracking with tenant movements

Industries
Commercial Real EstateReal EstateProperty Management+2
Best For
Small BusinessMid-Market

Included virtual assistant service for data entry

Highly rated mobile apps for field access

Learn more at

clientlook.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from ReferralMD to ClientLook

ReferralMD
ClientLook
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

ReferralMD to ClientLook Migration FAQ

Common questions about migrating from ReferralMD to ClientLook.

Related Migration Paths

Explore other popular CRM migrations similar to ReferralMD to ClientLook

Ready to get started?

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

Prefer email? talk@ambrstack.com