Source
Relatient

Relatient

Destination
Cloze

Cloze

CRM MigrationStarting at $500

Migrate from Relatient to Cloze

Effortlessly & Accurately

Transfer contacts, activities, and more from Relatient to Cloze. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Relatient to Cloze migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Relatient vs Cloze

A quick look at both platforms to help you understand your migration path

Migrating from
Relatient

Relatient

Better Health Starts with Better Access to Care

Relatient offers Dash, a patient scheduling and engagement platform for healthcare organizations, combining self-scheduling, patient messaging, digital registration, and payment solutions to improve patient access.

Founded 2012
Atlanta, Georgia
Best for
Mid-MarketEnterprise
Industries
HealthcareMedical PracticesHealth Systems+1 more
Top Strength

Best in KLAS 2024 for patient scheduling and engagement

Migrating to
Cloze

Cloze

Relationship Management Without Data Entry

Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.

Founded 2012
Wellesley, Massachusetts, USA
Best for
Small BusinessMid-Market
Industries
Real EstateSalesProfessional Services+2 more
Top Strength

Automatic capture of emails, calls, and communications

Your New CRM

Why Cloze is a great choice

Cloze

Cloze

"Relationship Management Without Data Entry"

Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.

Ideal for: Professionals and real estate agents seeking automatic relationship management without manual data entry.

Automatic capture of emails, calls, and communications

Intelligent contact prioritization based on relationship activity

Industries
Real EstateSalesProfessional Services+2
Best For
Small BusinessMid-Market

Smart reminders for follow-ups

AI email ghostwriter for personalized outreach

Learn more at

cloze.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Relatient to Cloze

Relatient
Cloze
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Not Available
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
Campaigns
Not Available

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Relatient to Cloze Migration FAQ

Common questions about migrating from Relatient to Cloze.

Related Migration Paths

Explore other popular CRM migrations similar to Relatient to Cloze

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