
Shape

Swell
Transfer contacts, activities, and more from Shape to Swell. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Shape to Swell 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
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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

The all-in-one business management solution
Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.
Built-in click-to-dial and SMS with 10DLC compliance

Patient Experience & Reputation Management Platform
Swell is a patient experience and reputation management platform designed for healthcare organizations. It automates review generation, collects patient and employee feedback through surveys, and centralizes online reviews from Google, Yelp, and Facebook in one dashboard.
Automated text and email review invitations

"Patient Experience & Reputation Management Platform"
Swell is a patient experience and reputation management platform designed for healthcare organizations. It automates review generation, collects patient and employee feedback through surveys, and centralizes online reviews from Google, Yelp, and Facebook in one dashboard.
Ideal for: Healthcare organizations seeking to improve patient experience, boost online reputation, and gather actionable feedback across multiple locations.
Automated text and email review invitations
Centralized review dashboard for Google, Yelp, and Facebook
Employee NPS and satisfaction tracking
EHR/PMS integration with automated workflows
Learn more at
swellcx.com
See exactly which data objects transfer from Shape to Swell


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Shape to Swell.
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Prefer email? talk@ambrstack.com