CARET Legal
Maximizer CRM
Transfer contacts, companies, deals, and more from CARET Legal to Maximizer CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your CARET Legal to Maximizer CRM 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
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.
Integrated case and document management
Trusted, customizable, easy-to-use CRM
Maximizer CRM is a customer relationship management solution for small to midsize businesses, offering sales pipeline management, marketing automation, and customer service tools. With both cloud and on-premise options, it serves industries including financial services, manufacturing, and distribution.
Over 35 years of CRM experience serving 120,000+ companies
"Trusted, customizable, easy-to-use CRM"
Maximizer CRM is a customer relationship management solution for small to midsize businesses, offering sales pipeline management, marketing automation, and customer service tools. With both cloud and on-premise options, it serves industries including financial services, manufacturing, and distribution.
Ideal for: SMBs and financial advisors seeking a customizable CRM with flexible deployment options and Microsoft Office integration.
Over 35 years of CRM experience serving 120,000+ companies
Cloud-based and on-premise deployment options
Canadian and UK data centers for compliance
Deep Microsoft Outlook, Word, and Excel integration
Learn more at
maximizer.com
See exactly which data objects transfer from CARET Legal to Maximizer CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from CARET Legal to Maximizer CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
