Source
CareStack

CareStack

Destination
Ortto

Ortto

CRM MigrationStarting at $500

Migrate from CareStack to Ortto

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from CareStack 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 CareStack 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

CareStack vs Ortto

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

Migrating from
CareStack

CareStack

Simplify dental practice management

Cloud-based dental practice management software designed to help dental practices manage operations, elevate patient relationships, and accelerate business growth. CareStack offers AI-powered features, integrated payment solutions, and industry-leading dental RCM.

Founded 2015
Celebration, Florida, USA
Best for
Small BusinessMid-Market
Industries
dentistryhealthcaredental practices
Top Strength

AI-powered features for new patient conversion

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 CareStack to Ortto

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

Core Objects

Contacts
Supported
Companies
Supported
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
Mapping Required

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

CareStack to Ortto Migration FAQ

Common questions about migrating from CareStack to Ortto.

Related Migration Paths

Explore other popular CRM migrations similar to CareStack to Ortto

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Prefer email? talk@ambrstack.com