Considering switching to Clinic Software® ?

Let us handle the migration for you.

Our free Expert Migration service makes it easy to
move to Clinic Software® from your old CRM software

We offer two free migration options

Quick Migration

We'll import your contacts for you and we'll rebuild a single automation workflow for you. Average turnaround time is 3-5 business days.

Structured Migration

We'll import your contacts, services and courses, and build your consent forms.
Average turnaround time is 2-3 weeks depending on the complexity and number of workflows to be rebuilt.

Our Expert Migration services are free for all new customers.

Frequently Asked Questions

How long will my migration take?

We complete migrations as quickly as possible. The complexity of your migration (and our current volume) will determine the timeframe. After you submit your migration request we will contact you by email to work out an estimate.

What if there are differences in functionality between providers?

In instances when there isn't perfectly analogous functionality, we'll make note of those differences so you're aware of any changes. If you're wondering about specific features and functionality, feel free to ask our support team if that will be included in the migration.

Is there anything you can't or won't migrate?

Our Expert Migration service does not include custom coding so, for instance, if you have functionality that needs to be ported submit your request and we will contact you by email.

I want to do my migration myself, do you have any resources to help me?

Yes, we can provide you with a comprehensive migration guide and assist you in migrating your data.

Start your 14-day FREE trial • Cancel anytime