Source
Relatient

Relatient

Destination
dotloop

dotloop

CRM MigrationStarting at $500

Migrate from Relatient to dotloop

Effortlessly & Accurately

Transfer contacts, activities, and more from Relatient to dotloop. 8 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 dotloop 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 dotloop

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
dotloop

dotloop

Where deals get done

dotloop is a real estate transaction management software founded in 2009 and acquired by Zillow Group in 2015. It streamlines real estate transactions with digital solutions including eSignatures, document editing, secure file sharing, and customized templates, boosting closings by 60% through predictive analytics.

Founded 2009
Cincinnati, Ohio, USA
Best for
Small BusinessMid-MarketEnterprise
Industries
real estatetransaction managementproperty sales+2 more
Top Strength

Comprehensive transaction automation

Your New CRM

Why dotloop is a great choice

dotloop

dotloop

"Where deals get done"

dotloop is a real estate transaction management software founded in 2009 and acquired by Zillow Group in 2015. It streamlines real estate transactions with digital solutions including eSignatures, document editing, secure file sharing, and customized templates, boosting closings by 60% through predictive analytics.

Ideal for: Real estate professionals and brokerages seeking to streamline transactions and improve client collaboration.

Comprehensive transaction automation

60% boost in transaction closings

Industries
real estatetransaction managementproperty sales+2
Best For
Small BusinessMid-MarketEnterprise

Secure eSignature capabilities

Integrates with 75+ real estate platforms

Learn more at

dotloop.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Relatient to dotloop

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

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
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 dotloop Migration FAQ

Common questions about migrating from Relatient to dotloop.

Related Migration Paths

Explore other popular CRM migrations similar to Relatient to dotloop

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