Source
CARET Legal

CARET Legal

Destination
Ylopo

Ylopo

CRM MigrationStarting at $500

Migrate from CARET Legal to Ylopo

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from CARET Legal to Ylopo. 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 CARET Legal to Ylopo 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 Ylopo

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
Ylopo

Ylopo

AI-Driven Digital Marketing Platform for Real Estate

Ylopo is a comprehensive digital marketing platform for real estate professionals, combining AI-powered lead generation and nurturing, custom branded websites, and intelligent CRM integrations to help agents close more deals.

Founded 2013
Santa Monica, California
Best for
Small BusinessMid-Market
Industries
Real Estate
Top Strength

AI Voice and Text assistants trained on 50+ million conversations

Your New CRM

Why Ylopo is a great choice

Ylopo

Ylopo

"AI-Driven Digital Marketing Platform for Real Estate"

Ylopo is a comprehensive digital marketing platform for real estate professionals, combining AI-powered lead generation and nurturing, custom branded websites, and intelligent CRM integrations to help agents close more deals.

Ideal for: Real estate agents and teams seeking AI-powered lead generation with intelligent nurturing through voice and text conversations, integrated with their existing CRM.

AI Voice and Text assistants trained on 50+ million conversations

Facebook and Google PPC campaign management with unlimited lead generation

Industries
Real Estate
Best For
Small BusinessMid-Market

Dynamic video ads and Listing Rocket for automated listing marketing

Seamless integration with Follow Up Boss, Sierra Interactive, and other top CRMs

Learn more at

ylopo.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from CARET Legal to Ylopo

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

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

CARET Legal to Ylopo Migration FAQ

Common questions about migrating from CARET Legal to Ylopo.

Related Migration Paths

Explore other popular CRM migrations similar to CARET Legal to Ylopo

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