Source
Klara

Klara

Destination
Ortto

Ortto

CRM MigrationStarting at $500

Migrate from Klara to Ortto

Effortlessly & Accurately

Transfer contacts, activities, and more from Klara to Ortto. 7 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 Klara 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

Klara vs Ortto

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

Migrating from
Klara

Klara

Conversational patient engagement software

Klara is a HIPAA-compliant conversational patient engagement platform that centralizes multi-channel patient communication, automates administrative tasks like appointment reminders, and enables secure messaging and telemedicine capabilities.

Founded 2013
Boca Raton, Florida
Best for
Small BusinessMid-Market
Industries
HealthcareMedical PracticesDermatology+2 more
Top Strength

Multi-channel patient communication centralized

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 Klara to Ortto

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

Core Objects

Contacts
Supported
Companies
Mapping Required
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
Not Available
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Klara to Ortto Migration FAQ

Common questions about migrating from Klara to Ortto.

Related Migration Paths

Explore other popular CRM migrations similar to Klara to Ortto

Reverse Migration

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

Ortto → Klara

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Prefer email? talk@ambrstack.com