Source
CARET Legal

CARET Legal

Destination
improveit 360

improveit 360

CRM MigrationStarting at $500

Migrate from CARET Legal to improveit 360

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from CARET Legal to improveit 360. 13 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 CARET Legal to improveit 360 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

CARET Legal vs improveit 360

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

Migrating from
CARET Legal

CARET Legal

Cloud-based practice management platform

Legal practice management software combining case management, billing, accounting, timekeeping, document management, workflows, CRM and intake in an all-in-one platform. Awarded Cloud-based Practice Management Platform of the Year 2025.

Founded 2015
Del Mar, California, USA
Best for
Small BusinessMid-Market
Industries
legal serviceslaw firmspractice management
Top Strength

Integrated case and document management

Migrating to
improveit 360

improveit 360

The most powerful remodeler and home improvement CRM

improveit 360 is an enterprise CRM built on Salesforce specifically for contractors, remodelers, and home improvement professionals. It manages leads, marketing, sales, scheduling, project management, and payments in one platform.

Founded 2000
Denver, Colorado
Best for
Small BusinessMid-MarketEnterprise
Industries
Home ImprovementRemodelingRoofing+2 more
Top Strength

Built on Salesforce Lightning with full customization capabilities

Your New CRM

Why improveit 360 is a great choice

improveit 360

improveit 360

"The most powerful remodeler and home improvement CRM"

improveit 360 is an enterprise CRM built on Salesforce specifically for contractors, remodelers, and home improvement professionals. It manages leads, marketing, sales, scheduling, project management, and payments in one platform.

Ideal for: Home improvement contractors and remodelers seeking an industry-specific CRM with lead management, project tracking, and Salesforce-powered customization.

Built on Salesforce Lightning with full customization capabilities

Comprehensive lead management and lifecycle communications

Industries
Home ImprovementRemodelingRoofing+2
Best For
Small BusinessMid-MarketEnterprise

Integrated scheduling, project management, and payments

Mobile app for field team productivity

Learn more at

improveit360.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from CARET Legal to improveit 360

CARET Legal
improveit 360
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

CARET Legal to improveit 360 Migration FAQ

Common questions about migrating from CARET Legal to improveit 360.

Related Migration Paths

Explore other popular CRM migrations similar to CARET Legal to improveit 360

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