Source
CaseFleet

CaseFleet

Destination
TargetX

TargetX

CRM MigrationStarting at $500

Migrate from CaseFleet to TargetX

Effortlessly & Accurately

Transfer contacts, activities, and more from CaseFleet to TargetX. 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 TargetX 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 TargetX

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
TargetX

TargetX

Salesforce's #1 recruiting and admissions platform

TargetX is a higher education CRM built on the Salesforce platform, providing enterprise-wide solutions for managing relationships with prospective students, current students, alumni, and donors throughout the student lifecycle.

Founded 1998
Conshohocken, Pennsylvania
Best for
Mid-MarketEnterprise
Industries
Higher EducationCommunity CollegesUniversities+1 more
Top Strength

Built natively on Salesforce Education Cloud platform

Your New CRM

Why TargetX is a great choice

TargetX

TargetX

"Salesforce's #1 recruiting and admissions platform"

TargetX is a higher education CRM built on the Salesforce platform, providing enterprise-wide solutions for managing relationships with prospective students, current students, alumni, and donors throughout the student lifecycle.

Ideal for: Colleges and universities seeking a comprehensive CRM for student recruitment, enrollment management, retention, and alumni engagement built on Salesforce.

Built natively on Salesforce Education Cloud platform

Bi-directional integrations with major SIS systems (Banner, Colleague, PeopleSoft)

Industries
Higher EducationCommunity CollegesUniversities+1
Best For
Mid-MarketEnterprise

15+ years of higher education expertise with 90% former higher ed staff

Mobile-first functionality for enrollment teams

Learn more at

targetx.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from CaseFleet to TargetX

CaseFleet
TargetX
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 TargetX Migration FAQ

Common questions about migrating from CaseFleet to TargetX.

Related Migration Paths

Explore other popular CRM migrations similar to CaseFleet to TargetX

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