Source
Relatient

Relatient

Destination
Ometria

Ometria

CRM MigrationStarting at $500

Migrate from Relatient to Ometria

Effortlessly & Accurately

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

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
Ometria

Ometria

The retail marketing platform

Ometria is a customer data and experience platform for retail that combines CDP capabilities with cross-channel marketing orchestration, using AI trained on over 20 billion retail touchpoints to drive CRM revenue growth.

Founded 2013
London, United Kingdom
Best for
Mid-MarketEnterprise
Industries
retailecommercefashion+2 more
Top Strength

Proprietary Retail Success Model with AI algorithms

Your New CRM

Why Ometria is a great choice

Ometria

Ometria

"The retail marketing platform"

Ometria is a customer data and experience platform for retail that combines CDP capabilities with cross-channel marketing orchestration, using AI trained on over 20 billion retail touchpoints to drive CRM revenue growth.

Ideal for: Retail brands seeking AI-driven customer data unification and personalized cross-channel marketing at scale.

Proprietary Retail Success Model with AI algorithms

Co-Marketer AI trained on 20 billion retail touchpoints

Industries
retailecommercefashion+2
Best For
Mid-MarketEnterprise

Cross-channel orchestration (email, mobile, social, direct mail)

Comprehensive customer lifecycle segmentation

Learn more at

ometria.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Relatient to Ometria

Relatient
Ometria
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
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
Not Available
Subscriptions
Mapping Required

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

FAQ

Relatient to Ometria Migration FAQ

Common questions about migrating from Relatient to Ometria.

Related Migration Paths

Explore other popular CRM migrations similar to Relatient to Ometria

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