Source
CaseFleet

CaseFleet

Destination
Efficy

Efficy

CRM MigrationStarting at $500

Migrate from CaseFleet to Efficy

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from CaseFleet to Efficy. 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 Efficy 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 Efficy

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
Efficy

Efficy

Grow Your Business with All-in-One CRM

Efficy is a leading European CRM platform serving 13,500+ customers across 60 countries. It provides modular solutions for sales, marketing, customer support, and management with customizable automation and robust reporting.

Founded 2005
Brussels, Belgium
Best for
Small BusinessMid-MarketEnterprise
Industries
BankingInsuranceReal Estate+2 more
Top Strength

Highly customizable modular CRM system

Your New CRM

Why Efficy is a great choice

Efficy

Efficy

"Grow Your Business with All-in-One CRM"

Efficy is a leading European CRM platform serving 13,500+ customers across 60 countries. It provides modular solutions for sales, marketing, customer support, and management with customizable automation and robust reporting.

Ideal for: European and international businesses seeking a flexible, customizable CRM with strong automation capabilities.

Highly customizable modular CRM system

Powerful automation tools for scalable operations

Industries
BankingInsuranceReal Estate+2
Best For
Small BusinessMid-MarketEnterprise

360-degree customer view and opportunity tracking

Strong reporting and analytics

Learn more at

efficy.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from CaseFleet to Efficy

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

Core Objects

Contacts
Supported
Companies
Supported
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
Not Available
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 Efficy Migration FAQ

Common questions about migrating from CaseFleet to Efficy.

Related Migration Paths

Explore other popular CRM migrations similar to CaseFleet to Efficy

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