Freshworks CRM
Kasisto
Transfer contacts, companies, activities, and more from Freshworks CRM to Kasisto. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Freshworks CRM to Kasisto 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
Streamlined sales CRM solution
Freshworks CRM (marketed as Freshsales) is an AI-powered customer relationship management platform offering contact and deal management, communication tools, and intelligent workflows. It helps sales teams manage pipelines, automate tasks, track activities, and close deals faster with Freddy AI providing lead scoring and behavior analytics.
Affordable pricing with free plan available
The trusted agentic AI platform for financial services
Kasisto is a conversational AI platform specializing in banking and finance, powering intelligent digital assistants through its KAI platform that deliver personalized, human-like banking experiences across mobile, web, and voice channels.
Banking-specific AI trained on financial domain
"The trusted agentic AI platform for financial services"
Kasisto is a conversational AI platform specializing in banking and finance, powering intelligent digital assistants through its KAI platform that deliver personalized, human-like banking experiences across mobile, web, and voice channels.
Ideal for: Financial institutions seeking to deploy AI-powered virtual assistants for customer service, digital banking experiences, and omnichannel engagement.
Banking-specific AI trained on financial domain
Omnichannel deployment across mobile, web, and voice
Integration with major digital banking partners
Agentic AI with compliance system predictability
Learn more at
kasisto.com
See exactly which data objects transfer from Freshworks CRM to Kasisto
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Freshworks CRM to Kasisto.
Explore other popular CRM migrations similar to Freshworks CRM to Kasisto
Need to go the other way? We support bidirectional migrations.
Kasisto → Freshworks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
