Source
SmartZip

SmartZip

Destination
ReferralMD

ReferralMD

CRM MigrationStarting at $500

Migrate from SmartZip to ReferralMD

Effortlessly & Accurately

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

SmartZip vs ReferralMD

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

Migrating from
SmartZip

SmartZip

Predictive Analytics for Real Estate

SmartZip is a predictive marketing platform for real estate professionals, using big data analytics to identify homeowners most likely to sell and automating targeted marketing campaigns.

Founded 2008
Pleasanton, California
Best for
Small BusinessMid-Market
Industries
Real EstateMortgage
Top Strength

Patent-pending predictive analytics with 24 data sources and 1 billion data points

Migrating to
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

Your New CRM

Why ReferralMD is a great choice

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.

Ideal for: Healthcare organizations seeking end-to-end visibility into referral activity, care coordination, and patient engagement with EHR integration capabilities.

AI-powered referral management and analytics

Bidirectional EHR integrations (Epic, Cerner, Meditech)

Industries
HealthcareHospitalsHealth Systems+1
Best For
Mid-MarketEnterprise

eConsult and appointment scheduling automation

HIPAA-compliant with SOC2 and PCI certifications

Learn more at

getreferralmd.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from SmartZip to ReferralMD

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

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Not Available
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
Mapping Required
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

SmartZip to ReferralMD Migration FAQ

Common questions about migrating from SmartZip to ReferralMD.

Related Migration Paths

Explore other popular CRM migrations similar to SmartZip to ReferralMD

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