Tamarac CRM
ReferralMD
Transfer contacts, companies, activities, and more from Tamarac CRM to ReferralMD. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to ReferralMD 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
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
"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)
eConsult and appointment scheduling automation
HIPAA-compliant with SOC2 and PCI certifications
Learn more at
getreferralmd.com
See exactly which data objects transfer from Tamarac CRM to ReferralMD
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to ReferralMD.
Explore other popular CRM migrations similar to Tamarac CRM to ReferralMD
Need to go the other way? We support bidirectional migrations.
ReferralMD → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
