Source
ReferralMD

ReferralMD

Destination
Lofty

Lofty

CRM MigrationStarting at $500

Migrate from ReferralMD to Lofty

Effortlessly & Accurately

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

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
Lofty

Lofty

AI-powered all-in-one real estate platform

Lofty, formerly Chime, is an all-in-one real estate management platform blending CRM capabilities with powerful marketing and lead generation tools. It offers IDX-integrated websites, AI-powered automation, dynamic lead scoring, and comprehensive team management features for real estate professionals.

Founded 2016
Phoenix, Arizona, United States
Best for
Small BusinessMid-Market
Industries
Real EstateProperty ManagementMortgage+1 more
Top Strength

AI Workforce with intelligent automation

Your New CRM

Why Lofty is a great choice

Lofty

Lofty

"AI-powered all-in-one real estate platform"

Lofty, formerly Chime, is an all-in-one real estate management platform blending CRM capabilities with powerful marketing and lead generation tools. It offers IDX-integrated websites, AI-powered automation, dynamic lead scoring, and comprehensive team management features for real estate professionals.

Ideal for: Real estate agents, teams, and brokerages seeking an AI-powered platform with integrated CRM, IDX websites, and marketing automation.

AI Workforce with intelligent automation

33+ built-in lead generation methods

Industries
Real EstateProperty ManagementMortgage+1
Best For
Small BusinessMid-Market

IDX-integrated, SEO-optimized websites

Dynamic lead scoring based on behavior

Learn more at

lofty.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from ReferralMD to Lofty

ReferralMD
Lofty
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 Lofty Migration FAQ

Common questions about migrating from ReferralMD to Lofty.

Related Migration Paths

Explore other popular CRM migrations similar to ReferralMD to Lofty

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Prefer email? talk@ambrstack.com