Planports CRM
Ortto
Transfer contacts, companies, activities, and more from Planports CRM to Ortto. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Planports CRM to Ortto 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
CRM, process management, and pre-accounting
Planports CRM is a cloud-based platform combining customer relationship management, process management, project tracking, and pre-accounting tools. It serves businesses across various industries with task management and workflow automation.
Integrated CRM with project and task management
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.
Unified CDP, marketing automation, and analytics platform
"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
Lead scoring and behavioral automation
Native integrations with Salesforce, HubSpot, Shopify
Learn more at
ortto.com
See exactly which data objects transfer from Planports CRM to Ortto
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Planports CRM to Ortto.
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Need to go the other way? We support bidirectional migrations.
Ortto → Planports CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
