Source
ReferralMD

ReferralMD

Destination
Uplead

Uplead

CRM MigrationStarting at $500

Migrate from ReferralMD to Uplead

Effortlessly & Accurately

Transfer contacts, companies, and more from ReferralMD to Uplead. 5 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 Uplead 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 Uplead

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
Uplead

Uplead

B2B prospecting with 95% data accuracy guaranteed

UpLead is a B2B data provider and sales intelligence platform that delivers real-time verified contact and company data. It offers access to over 160 million contacts across 200+ countries with email verification, technographics, and intent data for targeted prospecting.

Founded 2017
Covina, California
Best for
Small BusinessMid-MarketEnterprise
Industries
B2B SalesMarketingTechnology+2 more
Top Strength

95%+ email accuracy guarantee with real-time verification

Your New CRM

Why Uplead is a great choice

Uplead

Uplead

"B2B prospecting with 95% data accuracy guaranteed"

UpLead is a B2B data provider and sales intelligence platform that delivers real-time verified contact and company data. It offers access to over 160 million contacts across 200+ countries with email verification, technographics, and intent data for targeted prospecting.

Ideal for: Sales and marketing teams seeking high-accuracy B2B contact data with real-time email verification and seamless CRM integration.

95%+ email accuracy guarantee with real-time verification

50+ search filters including technographics and intent data

Industries
B2B SalesMarketingTechnology+2
Best For
Small BusinessMid-MarketEnterprise

Direct integrations with Salesforce, HubSpot, Zoho, and Pipedrive

Robust API for automated prospecting and data enrichment

Learn more at

uplead.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from ReferralMD to Uplead

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

Core Objects

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

Communication

Emails
Supported
Notes
Not Available
Tasks
Not Available

Advanced Features

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

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 Uplead Migration FAQ

Common questions about migrating from ReferralMD to Uplead.

Related Migration Paths

Explore other popular CRM migrations similar to ReferralMD to Uplead

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Prefer email? talk@ambrstack.com