Source
CaseFleet

CaseFleet

Destination
Pega CRM

Pega CRM

CRM MigrationStarting at $500

Migrate from CaseFleet to Pega CRM

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from CaseFleet to Pega CRM. 7 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 Pega CRM 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 Pega CRM

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
Pega CRM

Pega CRM

Enterprise CRM powered by AI decisioning

Pega CRM is an enterprise-level customer relationship management suite from Pegasystems that integrates sales automation, marketing, and customer service with AI-powered Next-Best-Action decisioning. Named a Leader in Forrester's CRM Wave Q1 2025, it offers low-code customization and real-time personalization.

Founded 1983
Waltham, Massachusetts, United States
Best for
Enterprise
Industries
Financial ServicesHealthcareTelecommunications+2 more
Top Strength

Forrester-recognized Leader in CRM Software (Q1 2025)

Your New CRM

Why Pega CRM is a great choice

Pega CRM

Pega CRM

"Enterprise CRM powered by AI decisioning"

Pega CRM is an enterprise-level customer relationship management suite from Pegasystems that integrates sales automation, marketing, and customer service with AI-powered Next-Best-Action decisioning. Named a Leader in Forrester's CRM Wave Q1 2025, it offers low-code customization and real-time personalization.

Ideal for: Large enterprises seeking an AI-powered CRM platform with advanced workflow automation, Next-Best-Action decisioning, and low-code customization.

Forrester-recognized Leader in CRM Software (Q1 2025)

Next-Best-Action AI engine for personalized experiences

Industries
Financial ServicesHealthcareTelecommunications+2
Best For
Enterprise

Low-code/no-code model-based development

Unified platform for sales, marketing, and service

Learn more at

pega.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from CaseFleet to Pega CRM

CaseFleet
Pega CRM
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
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 Pega CRM Migration FAQ

Common questions about migrating from CaseFleet to Pega CRM.

Related Migration Paths

Explore other popular CRM migrations similar to CaseFleet to Pega CRM

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Prefer email? talk@ambrstack.com