Source
Kasisto

Kasisto

Destination
OroCRM

OroCRM

CRM MigrationStarting at $500

Migrate from Kasisto to OroCRM

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Kasisto to OroCRM. 6 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 Kasisto to OroCRM 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

Kasisto vs OroCRM

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

Migrating from
Kasisto

Kasisto

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.

Founded 2013
New York, New York
Best for
Mid-MarketEnterprise
Industries
BankingFinancial ServicesCredit Unions+2 more
Top Strength

Banking-specific AI trained on financial domain

Migrating to
OroCRM

OroCRM

Commerce-native open-source CRM

OroCRM is an open-source customer relationship management application built for B2B commerce, offering a 360-degree view of customers across multiple channels. Built on PHP/Symfony, it provides contact management, pipeline tracking, marketing tools, and seamless integration with e-commerce platforms like Magento and WooCommerce.

Founded 2012
Los Angeles, California, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
E-commerceB2B CommerceRetail+2 more
Top Strength

Open-source with full customization capabilities

Your New CRM

Why OroCRM is a great choice

OroCRM

OroCRM

"Commerce-native open-source CRM"

OroCRM is an open-source customer relationship management application built for B2B commerce, offering a 360-degree view of customers across multiple channels. Built on PHP/Symfony, it provides contact management, pipeline tracking, marketing tools, and seamless integration with e-commerce platforms like Magento and WooCommerce.

Ideal for: B2B commerce businesses seeking an open-source, highly customizable CRM with deep e-commerce platform integrations.

Open-source with full customization capabilities

Native integration with OroCommerce and Magento

Industries
E-commerceB2B CommerceRetail+2
Best For
Small BusinessMid-MarketEnterprise

Multi-channel customer tracking and account merging

Built-in marketing automation tools

Learn more at

orocrm.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Kasisto to OroCRM

Kasisto
OroCRM
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Mapping Required

Specialized

Tickets
Supported
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Kasisto to OroCRM Migration FAQ

Common questions about migrating from Kasisto to OroCRM.

Related Migration Paths

Explore other popular CRM migrations similar to Kasisto to OroCRM

Reverse Migration

Need to go the other way? We support bidirectional migrations.

OroCRM → Kasisto

Ready to get started?

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Prefer email? talk@ambrstack.com