Source
Relatient

Relatient

Destination
mHelpDesk

mHelpDesk

CRM MigrationStarting at $500

Migrate from Relatient to mHelpDesk

Effortlessly & Accurately

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

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
mHelpDesk

mHelpDesk

Simplify your field service operations

mHelpDesk is a field service management software that helps service businesses automate scheduling, dispatching, invoicing, and customer management. It features offline mode for technicians in remote areas and integrates with QuickBooks for accounting.

Fairfax, Virginia
Best for
Small BusinessMid-Market
Industries
Field ServicesHVACPlumbing+2 more
Top Strength

Offline mode with auto-sync when reconnected

Your New CRM

Why mHelpDesk is a great choice

mHelpDesk

mHelpDesk

"Simplify your field service operations"

mHelpDesk is a field service management software that helps service businesses automate scheduling, dispatching, invoicing, and customer management. It features offline mode for technicians in remote areas and integrates with QuickBooks for accounting.

Ideal for: Field service businesses looking to streamline work orders, scheduling, dispatching, and billing with mobile accessibility.

Offline mode with auto-sync when reconnected

GPS tracking for real-time technician visibility

Industries
Field ServicesHVACPlumbing+2
Best For
Small BusinessMid-Market

QuickBooks Online and Desktop integration

Customer notifications when technicians are en route

Learn more at

mhelpdesk.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Relatient to mHelpDesk

Relatient
mHelpDesk
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
Supported
Subscriptions
Mapping Required

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

FAQ

Relatient to mHelpDesk Migration FAQ

Common questions about migrating from Relatient to mHelpDesk.

Related Migration Paths

Explore other popular CRM migrations similar to Relatient to mHelpDesk

Ready to get started?

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

Prefer email? talk@ambrstack.com