Source
REDX

REDX

Destination
Kasisto

Kasisto

CRM MigrationStarting at $500

Migrate from REDX to Kasisto

Effortlessly & Accurately

Transfer contacts, activities, and more from REDX to Kasisto. 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 REDX to Kasisto 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

REDX vs Kasisto

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

Migrating from
REDX

REDX

The Ultimate Real Estate Prospecting Platform

REDX is a SaaS-based prospecting platform for real estate agents, providing high-quality lead data for expired listings, FSBOs, pre-foreclosures, and GeoLeads along with a power dialer and Vortex CRM.

Founded 2003
Orem, Utah
Best for
Small Business
Industries
Real Estate
Top Strength

Curated lead lists including Expired, FSBO, FRBO, and Pre-Foreclosure

Migrating to
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

Your New CRM

Why Kasisto is a great choice

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.

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

Industries
BankingFinancial ServicesCredit Unions+2
Best For
Mid-MarketEnterprise

Integration with major digital banking partners

Agentic AI with compliance system predictability

Learn more at

kasisto.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from REDX to Kasisto

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

Core Objects

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

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Not Available

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

REDX to Kasisto Migration FAQ

Common questions about migrating from REDX to Kasisto.

Related Migration Paths

Explore other popular CRM migrations similar to REDX to Kasisto

Reverse Migration

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

Kasisto → REDX

Ready to get started?

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Prefer email? talk@ambrstack.com