XLR8
Relatient
Transfer contacts, activities, and more from XLR8 to Relatient. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your XLR8 to Relatient migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM Built Specifically for Financial Advisors
XLR8 is a highly customized Salesforce-based CRM designed specifically for financial advisors, wealth managers, and financial planners, offering entity management, workflow automation, and deep custodian integrations.
Purpose-built Salesforce configuration for financial advisors
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.
Best in KLAS 2024 for patient scheduling and engagement
"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.
Ideal for: Healthcare organizations seeking to modernize patient access with AI-powered scheduling automation, reduced no-shows, and improved patient communication.
Best in KLAS 2024 for patient scheduling and engagement
AI-powered scheduling automation and call center optimization
Connects with 50+ million unique patients annually
Self-scheduling, chat, and digital registration tools
Learn more at
relatient.com
See exactly which data objects transfer from XLR8 to Relatient
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from XLR8 to Relatient.
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Prefer email? talk@ambrstack.com
