Tamarac CRM
Doctible
Transfer contacts, activities, and more from Tamarac CRM to Doctible. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Doctible 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
CRM designed for independent advisors
Tamarac CRM by Envestnet is a web-based relationship management system built on Microsoft Dynamics, designed specifically for Registered Investment Advisors (RIAs) with deep integration into portfolio management, reporting, and trading tools.
Deep integration with Envestnet Tamarac Reporting and Trading
Patient engagement platform
Doctible is a patient engagement and practice management platform designed for healthcare providers including medical, dental, optometry, and chiropractic practices. It enables digital communication through appointment scheduling, automated reminders, patient recall systems, and online reputation management.
Two-way texting capabilities
"Patient engagement platform"
Doctible is a patient engagement and practice management platform designed for healthcare providers including medical, dental, optometry, and chiropractic practices. It enables digital communication through appointment scheduling, automated reminders, patient recall systems, and online reputation management.
Ideal for: Healthcare practices seeking to improve patient communication and online presence.
Two-way texting capabilities
Automated appointment reminders
Online reputation management
Digital patient intake forms
Learn more at
doctible.com
See exactly which data objects transfer from Tamarac CRM to Doctible
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Doctible.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
