CaseFleet
Planports CRM
Transfer contacts, companies, activities, and more from CaseFleet to Planports CRM. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your CaseFleet to Planports 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
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.
AI-powered document intelligence with automatic summarization
CRM, process management, and pre-accounting
Planports CRM is a cloud-based platform combining customer relationship management, process management, project tracking, and pre-accounting tools. It serves businesses across various industries with task management and workflow automation.
Integrated CRM with project and task management
"CRM, process management, and pre-accounting"
Planports CRM is a cloud-based platform combining customer relationship management, process management, project tracking, and pre-accounting tools. It serves businesses across various industries with task management and workflow automation.
Ideal for: Small to medium businesses seeking an integrated platform for CRM, project management, task tracking, and basic accounting without complex ERP systems.
Integrated CRM with project and task management
Pre-accounting and financial tracking
API infrastructure for custom integrations
Multi-industry solution adaptability
Learn more at
planports.com
See exactly which data objects transfer from CaseFleet to Planports CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from CaseFleet to Planports CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
