
ReferralMD

Zoho CRM
Transfer contacts, companies, activities, and more from ReferralMD to Zoho CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ReferralMD to Zoho CRM migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path

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.
AI-powered referral management and analytics

The Operating System for Business
Feature-rich CRM platform offering sales automation, marketing tools, and analytics at competitive pricing.
Excellent value for money with comprehensive features

"The Operating System for Business"
Feature-rich CRM platform offering sales automation, marketing tools, and analytics at competitive pricing.
Ideal for: Cost-conscious businesses seeking feature-rich CRM with deep integration into the Zoho ecosystem
Excellent value for money with comprehensive features
Deep integration with 40+ Zoho applications
Powerful AI assistant (Zia) for insights and predictions
Highly customizable with Canvas design studio
Learn more at
zoho.com
See exactly which data objects transfer from ReferralMD to Zoho CRM


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ReferralMD to Zoho CRM.
Explore other popular CRM migrations similar to ReferralMD to Zoho CRM
Need to go the other way? We support bidirectional migrations.
Zoho CRM → ReferralMDJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com