X2CRM
Phreesia
Transfer contacts, companies, activities, and more from X2CRM to Phreesia. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your X2CRM to Phreesia 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
Open Source CRM and Workflow Automation
X2CRM is an open-source CRM platform offering sales, marketing, and customer service capabilities with a compact, blog-style interface and powerful workflow automation through X2Flow.
Founded by former SugarCRM CEO with deep CRM expertise
Healthcare simplified
Phreesia is a patient intake and digital engagement platform for healthcare organizations, offering digital registration, consent management, payment processing, and clinical intake. It streamlines administrative workflows and enhances patient engagement.
Bi-directional EHR and PMS integrations
"Healthcare simplified"
Phreesia is a patient intake and digital engagement platform for healthcare organizations, offering digital registration, consent management, payment processing, and clinical intake. It streamlines administrative workflows and enhances patient engagement.
Ideal for: Healthcare organizations seeking to digitize patient intake, streamline registration workflows, and improve revenue cycle management with EHR integration.
Bi-directional EHR and PMS integrations
Real-time insurance verification
Mobile intake in 20+ languages
HIPAA, HITRUST, and PCI DSS compliance
Learn more at
phreesia.com
See exactly which data objects transfer from X2CRM to Phreesia
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from X2CRM to Phreesia.
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