Source
CaseFleet

CaseFleet

Destination
Brivity

Brivity

CRM MigrationStarting at $500

Migrate from CaseFleet to Brivity

Effortlessly & Accurately

Transfer contacts, activities, and more from CaseFleet to Brivity. 6 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 CaseFleet to Brivity 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

CaseFleet vs Brivity

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

Migrating from
CaseFleet

CaseFleet

AI-powered case management software

Cloud-based AI-powered case management platform built for litigators with advanced document intelligence, timeline visualization, and semantic search. Designed to help attorneys organize evidence, review documents faster, and manage litigation workflows.

Founded 2015
Atlanta, Georgia, USA
Best for
Small BusinessMid-Market
Industries
legal serviceslitigationlaw firms
Top Strength

AI-powered document intelligence with automatic summarization

Migrating to
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

Your New CRM

Why Brivity is a great choice

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.

Ideal for: Real estate agents and brokerages seeking an integrated platform for lead management, transaction coordination, and marketing automation.

Purpose-built for real estate with transaction management

Smart lead routing and automated nurturing programs

Industries
Real EstateResidential Real EstateReal Estate Teams
Best For
Small BusinessMid-Market

Integrated IDX websites and lead generation tools

Automated deadline tracking and task management

Learn more at

brivity.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from CaseFleet to Brivity

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

Core Objects

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

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Supported

Advanced Features

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

CaseFleet to Brivity Migration FAQ

Common questions about migrating from CaseFleet to Brivity.

Related Migration Paths

Explore other popular CRM migrations similar to CaseFleet to Brivity

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