Source
Buildertrend

Buildertrend

Destination
Ortto

Ortto

CRM MigrationStarting at $500

Migrate from Buildertrend to Ortto

Effortlessly & Accurately

Transfer contacts, activities, and more from Buildertrend to Ortto. 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 Buildertrend to Ortto 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

Buildertrend vs Ortto

A quick look at both platforms to help you understand your migration path

Migrating from
Buildertrend

Buildertrend

Construction management and CRM

Buildertrend is the leading construction management platform for home builders, remodelers, and contractors featuring integrated CRM, project management, document storage, and client communication tools. It manages entire project lifecycles from sales through completion.

Founded 2006
Omaha, Nebraska
Best for
Small BusinessMid-MarketEnterprise
Industries
ConstructionHome BuildingRemodeling+1 more
Top Strength

Industry-leading project management with Gantt charts

Migrating to
Ortto

Ortto

Customer data, marketing automation, and analytics together

Ortto (formerly Autopilot) is a unified marketing automation platform combining customer data platform (CDP), visual journey builder, and analytics in one solution. It enables marketers to create hyper-personalized, omnichannel campaigns with automated workflows for email, SMS, and in-app messaging.

Founded 2015
Sydney, Australia
Best for
Small BusinessMid-Market
Industries
E-commerceSaaSTechnology+2 more
Top Strength

Unified CDP, marketing automation, and analytics platform

Your New CRM

Why Ortto is a great choice

Ortto

Ortto

"Customer data, marketing automation, and analytics together"

Ortto (formerly Autopilot) is a unified marketing automation platform combining customer data platform (CDP), visual journey builder, and analytics in one solution. It enables marketers to create hyper-personalized, omnichannel campaigns with automated workflows for email, SMS, and in-app messaging.

Ideal for: Marketing teams seeking a unified platform for customer data management, visual journey building, and omnichannel campaign automation.

Unified CDP, marketing automation, and analytics platform

Visual drag-and-drop customer journey builder

Industries
E-commerceSaaSTechnology+2
Best For
Small BusinessMid-Market

Lead scoring and behavioral automation

Native integrations with Salesforce, HubSpot, Shopify

Learn more at

ortto.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Buildertrend to Ortto

Buildertrend
Ortto
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Not Available
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
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

Buildertrend to Ortto Migration FAQ

Common questions about migrating from Buildertrend to Ortto.

Related Migration Paths

Explore other popular CRM migrations similar to Buildertrend to Ortto

Ready to get started?

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

Prefer email? talk@ambrstack.com