SolutionsChanging systems
Leaving a CRM, or moving to a new PMS? Each guide shows what moves, what stays and how follow-up keeps running through the switch.
What are you changing?
Keep HubSpot for marketing if you use it. Hand patient follow-up to Coherent.
All clinics · /migrate/hubspotLeaving a CRMSwitchMove patient follow-up off general automations, without losing your lead flow.
Aesthetics · /migrate/gohighlevelChanging PMSGuideKeep follow-up running while your records move, from the old system to the new one.
All clinics · /migrate/switching-pmsChanging PMSGuideMulti-site physio groups bringing several systems into one.
Physio and MSK, Multi-site · /migrate/consolidating-to-nookalMoving somewhere not listed? Check that we work with both your old and new system, or ask us on a call.
Find your way in
Every page here runs on the PMS you already have. These routes take you to the rest of the corridor.
How Coherent connects to the system your team already uses.
ClinikoTM3DentallyMeddbase+ moreAll PMSFollow-up for every moment outside the treatment room.
CancellationsEnquiriesRecallAll use casesHonest comparisons, with where the other option is stronger.
vs HubSpotvs hiringvs AI receptionistsAll comparisonsNo. Your new PMS vendor moves the records, and your CRM data stays in your CRM account. Coherent keeps follow-up running around the switch.
Yes. Each programme starts on its own, and the old workflow it replaces pauses the same day, so no patient hears from both.
No. We keep follow-up running whichever PMS you choose.
Switch planning call
A walkthrough of your switch, what moves, what stays, and how follow-up keeps running from day one.
What are you changing?
SolutionsChanging systems
Leaving a CRM, or moving to a new PMS? Each guide shows what moves, what stays and how follow-up keeps running through the switch.
What are you changing?
Keep HubSpot for marketing if you use it. Hand patient follow-up to Coherent.
All clinics · /migrate/hubspotLeaving a CRMSwitchMove patient follow-up off general automations, without losing your lead flow.
Aesthetics · /migrate/gohighlevelChanging PMSGuideKeep follow-up running while your records move, from the old system to the new one.
All clinics · /migrate/switching-pmsChanging PMSGuideMulti-site physio groups bringing several systems into one.
Physio and MSK, Multi-site · /migrate/consolidating-to-nookalMoving somewhere not listed? Check that we work with both your old and new system, or ask us on a call.
Find your way in
Every page here runs on the PMS you already have. These routes take you to the rest of the corridor.
How Coherent connects to the system your team already uses.
ClinikoTM3DentallyMeddbase+ moreAll PMSFollow-up for every moment outside the treatment room.
CancellationsEnquiriesRecallAll use casesHonest comparisons, with where the other option is stronger.
vs HubSpotvs hiringvs AI receptionistsAll comparisonsNo. Your new PMS vendor moves the records, and your CRM data stays in your CRM account. Coherent keeps follow-up running around the switch.
Yes. Each programme starts on its own, and the old workflow it replaces pauses the same day, so no patient hears from both.
No. We keep follow-up running whichever PMS you choose.
Switch planning call
A walkthrough of your switch, what moves, what stays, and how follow-up keeps running from day one.
What are you changing?