Source
Sumac

Sumac

Destination
Isoratec

Isoratec

CRM MigrationStarting at $500

Migrate from Sumac to Isoratec

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Sumac to Isoratec. 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 Sumac to Isoratec 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

Sumac vs Isoratec

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

Migrating from
Sumac

Sumac

The #1 Nonprofit Case Management Software

Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.

Founded 1994
Toronto, Ontario, Canada
Best for
Small BusinessMid-Market
Industries
NonprofitsSocial ServicesHealthcare+2 more
Top Strength

HIPAA and PIPEDA compliant with encrypted storage

Migrating to
Isoratec

Isoratec

HIPAA-compliant CRM for home health care referrals

Isoratec is a HIPAA-compliant CRM solution designed for home care, hospice, home infusion, and DME providers to increase referrals and manage sales teams. It provides real-time dashboards, Medicare referral data access, GPS tracking, and EHR integration to help healthcare organizations target physicians and grow their referral networks.

Summit, New Jersey, United States
Best for
Small BusinessMid-Market
Industries
Home Health CareHospiceHome Infusion+2 more
Top Strength

HIPAA-compliant for healthcare data security

Your New CRM

Why Isoratec is a great choice

Isoratec

Isoratec

"HIPAA-compliant CRM for home health care referrals"

Isoratec is a HIPAA-compliant CRM solution designed for home care, hospice, home infusion, and DME providers to increase referrals and manage sales teams. It provides real-time dashboards, Medicare referral data access, GPS tracking, and EHR integration to help healthcare organizations target physicians and grow their referral networks.

Ideal for: Home health care, hospice, and home infusion agencies seeking a HIPAA-compliant CRM with Medicare referral data and physician targeting capabilities.

HIPAA-compliant for healthcare data security

Access to CMS Medicare referral utilization data

Industries
Home Health CareHospiceHome Infusion+2
Best For
Small BusinessMid-Market

Mobile app works offline in rural areas

GPS-based referral source tracking

Learn more at

isoratec.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Sumac to Isoratec

Sumac
Isoratec
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Sumac to Isoratec Migration FAQ

Common questions about migrating from Sumac to Isoratec.

Related Migration Paths

Explore other popular CRM migrations similar to Sumac to Isoratec

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Isoratec → Sumac

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Prefer email? talk@ambrstack.com