Source
Optiva

Optiva

Destination
Klara

Klara

CRM MigrationStarting at $500

Migrate from Optiva to Klara

Effortlessly & Accurately

Transfer contacts, activities, and more from Optiva to Klara. 4 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 Optiva to Klara 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

Optiva vs Klara

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

Migrating from
Optiva

Optiva

Cloud-native BSS for telecom monetization

Optiva is a leading provider of cloud-native BSS (Business Support Systems) software for the telecommunications industry, offering digital charging, monetization, and partner ecosystem management solutions. The platform supports telecom operators and MVNOs in maximizing 5G, IoT, and digital opportunities through AI-enabled, Google Cloud-powered infrastructure.

Founded 1999
Mississauga, Ontario, Canada
Best for
Mid-MarketEnterprise
Industries
TelecommunicationsMVNO5G+2 more
Top Strength

Cloud-native, 5G-ready BSS platform on Google Cloud

Migrating to
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

Your New CRM

Why Klara is a great choice

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.

Ideal for: Medical practices seeking to streamline patient communication across text, web chat, and phone with HIPAA-compliant messaging and automated administrative workflows.

Multi-channel patient communication centralized

HIPAA-compliant secure messaging

Industries
HealthcareMedical PracticesDermatology+2
Best For
Small BusinessMid-Market

Automated appointment reminders and follow-ups

Telemedicine with video visits

Learn more at

klara.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Optiva to Klara

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

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Mapping Required
Leads
Mapping Required
Activities
Supported

Communication

Emails
Mapping Required
Notes
Mapping Required
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Not Available
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Mapping Required

Specialized

Tickets
Supported
Invoices
Not Available
Subscriptions
Not Available

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

FAQ

Optiva to Klara Migration FAQ

Common questions about migrating from Optiva to Klara.

Related Migration Paths

Explore other popular CRM migrations similar to Optiva to Klara

Reverse Migration

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

Klara → Optiva

Ready to get started?

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Prefer email? talk@ambrstack.com