Source
Brivity

Brivity

Destination
Zola Suite

Zola Suite

CRM MigrationStarting at $500

Migrate from Brivity to Zola Suite

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from Brivity to Zola Suite. 9 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 Brivity to Zola Suite 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

Brivity vs Zola Suite

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

Migrating from
Brivity

Brivity

All-in-one real estate platform

Brivity is a comprehensive real estate CRM platform designed for agents and teams featuring lead generation, transaction management, IDX websites, marketing automation, and reporting tools. It provides smart lead routing, automated nurturing, and centralized client management.

Founded 2012
Bellingham, Washington
Best for
Small BusinessMid-Market
Industries
Real EstateResidential Real EstateReal Estate Teams
Top Strength

Purpose-built for real estate with transaction management

Migrating to
Zola Suite

Zola Suite

End-to-End Legal Practice Management

Zola Suite (now CARET Legal) is a cloud-based legal practice management platform that integrates matter management, CRM, time tracking, billing, and accounting for law firms of all sizes.

Founded 2015
Del Mar, California
Best for
Small BusinessMid-Market
Industries
LegalLaw FirmsProfessional Services
Top Strength

Unified platform connecting front and back office operations

Your New CRM

Why Zola Suite is a great choice

Zola Suite

Zola Suite

"End-to-End Legal Practice Management"

Zola Suite (now CARET Legal) is a cloud-based legal practice management platform that integrates matter management, CRM, time tracking, billing, and accounting for law firms of all sizes.

Ideal for: Solo practitioners and small to mid-sized law firms seeking an all-in-one practice management solution with built-in CRM, billing, and compliance features.

Unified platform connecting front and back office operations

Built-in CRM with lead tracking and intake form automation

Industries
LegalLaw FirmsProfessional Services
Best For
Small BusinessMid-Market

Military-grade encryption and SOC 2 compliance

Integration with LawPay, QuickBooks, and Microsoft 365

Learn more at

zolasuite.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Brivity to Zola Suite

Brivity
Zola Suite
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Supported
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
Supported
Campaigns
Not Available

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

Brivity to Zola Suite Migration FAQ

Common questions about migrating from Brivity to Zola Suite.

Related Migration Paths

Explore other popular CRM migrations similar to Brivity to Zola Suite

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Prefer email? talk@ambrstack.com