Source
Optiva

Optiva

Destination
CaseFleet

CaseFleet

CRM MigrationStarting at $500

Migrate from Optiva to CaseFleet

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Optiva to CaseFleet. 4 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 Optiva to CaseFleet 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

Optiva vs CaseFleet

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

Migrating from
Optiva

Optiva

Cloud-native BSS for telecom monetization

Optiva is a leading provider of cloud-native BSS (Business Support Systems) software for the telecommunications industry, offering digital charging, monetization, and partner ecosystem management solutions. The platform supports telecom operators and MVNOs in maximizing 5G, IoT, and digital opportunities through AI-enabled, Google Cloud-powered infrastructure.

Founded 1999
Mississauga, Ontario, Canada
Best for
Mid-MarketEnterprise
Industries
TelecommunicationsMVNO5G+2 more
Top Strength

Cloud-native, 5G-ready BSS platform on Google Cloud

Migrating to
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

Your New CRM

Why CaseFleet is a great choice

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.

Ideal for: Litigation firms and attorneys seeking AI-powered document review and intelligent case organization tools.

AI-powered document intelligence with automatic summarization

Visual timeline and fact mapping for complex cases

Industries
legal serviceslitigationlaw firms
Best For
Small BusinessMid-Market

Advanced search capabilities with semantic search

Deposition transcript review and markup tools

Learn more at

casefleet.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Optiva to CaseFleet

Optiva
CaseFleet
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
Mapping Required
Tasks
Mapping Required

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Not Available
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Mapping Required

Specialized

Tickets
Not Available
Invoices
Not Available
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Optiva to CaseFleet Migration FAQ

Common questions about migrating from Optiva to CaseFleet.

Related Migration Paths

Explore other popular CRM migrations similar to Optiva to CaseFleet

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