Source
Relatient

Relatient

Destination
Kartra

Kartra

CRM MigrationStarting at $500

Migrate from Relatient to Kartra

Effortlessly & Accurately

Transfer contacts, activities, and more from Relatient to Kartra. 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 Kartra 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 Kartra

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
Kartra

Kartra

The all-in-one marketing platform

Kartra is a comprehensive all-in-one online business platform combining sales funnels, email marketing, landing pages, membership hosting, helpdesk, affiliate management, and video hosting in a single integrated system.

Founded 2018
San Diego, California
Best for
Small Business
Industries
Digital MarketingCoachingOnline Courses+2 more
Top Strength

All-in-one platform replacing 8-12 separate tools

Your New CRM

Why Kartra is a great choice

Kartra

Kartra

"The all-in-one marketing platform"

Kartra is a comprehensive all-in-one online business platform combining sales funnels, email marketing, landing pages, membership hosting, helpdesk, affiliate management, and video hosting in a single integrated system.

Ideal for: Coaches, consultants, and digital entrepreneurs seeking an all-in-one platform for funnels, email marketing, memberships, and online courses without multiple tool integrations.

All-in-one platform replacing 8-12 separate tools

Native video hosting and membership sites

Industries
Digital MarketingCoachingOnline Courses+2
Best For
Small Business

Advanced marketing automation sequences

Built-in affiliate management system

Learn more at

kartra.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Relatient to Kartra

Relatient
Kartra
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
Not Available
Tasks
Not Available

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

Relatient to Kartra Migration FAQ

Common questions about migrating from Relatient to Kartra.

Related Migration Paths

Explore other popular CRM migrations similar to Relatient to Kartra

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com