Source
Relatient

Relatient

Destination
ForceManager

ForceManager

CRM MigrationStarting at $500

Migrate from Relatient to ForceManager

Effortlessly & Accurately

Transfer contacts, activities, and more from Relatient to ForceManager. 7 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 ForceManager 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 ForceManager

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
ForceManager

ForceManager

CRM for mobile sales teams

ForceManager (now Sage Sales Management) is a mobile-first CRM designed for field sales teams, offering geolocated account management, AI-powered insights, real-time activity logging, and seamless communication tools. It enables sales representatives to manage accounts, track visits, log activities, and collaborate with team members from anywhere.

Founded 2011
Barcelona, Spain
Best for
Small BusinessMid-Market
Industries
Field SalesDistributionTechnology+2 more
Top Strength

Mobile-first design with high adoption rates

Your New CRM

Why ForceManager is a great choice

ForceManager

ForceManager

"CRM for mobile sales teams"

ForceManager (now Sage Sales Management) is a mobile-first CRM designed for field sales teams, offering geolocated account management, AI-powered insights, real-time activity logging, and seamless communication tools. It enables sales representatives to manage accounts, track visits, log activities, and collaborate with team members from anywhere.

Ideal for: Field sales teams and mobile-heavy sales organizations seeking real-time account management, geolocation tracking, and activity logging.

Mobile-first design with high adoption rates

Geolocated account management and route planning

Industries
Field SalesDistributionTechnology+2
Best For
Small BusinessMid-Market

AI-powered sales insights via Sage Copilot

Real-time activity logging (calls, visits, emails)

Learn more at

forcemanager.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Relatient to ForceManager

Relatient
ForceManager
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
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 ForceManager Migration FAQ

Common questions about migrating from Relatient to ForceManager.

Related Migration Paths

Explore other popular CRM migrations similar to Relatient to ForceManager

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