Planports CRM
Xakia
Transfer contacts, companies, activities, and more from Planports CRM to Xakia. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Planports CRM to Xakia 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
Prefer email? talk@ambrstack.com
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
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
Legal Matter Management Made Simple
Xakia is a cloud-based legal matter management platform for in-house legal teams, offering intake and triage, matter tracking, spend management, contract lifecycle support, and analytics dashboards.
Female-founded company with global presence across five continents
"Legal Matter Management Made Simple"
Xakia is a cloud-based legal matter management platform for in-house legal teams, offering intake and triage, matter tracking, spend management, contract lifecycle support, and analytics dashboards.
Ideal for: In-house legal departments of any size seeking intuitive matter management with intake automation, spend tracking, and actionable analytics without complex implementation.
Female-founded company with global presence across five continents
Out-of-the-box dashboards and reports for immediate legal visibility
Seamless integrations with NetDocuments, iManage, SharePoint, and Salesforce
ISO 27001, SOC2, and HIPAA certified for enterprise security
Learn more at
xakia.com
See exactly which data objects transfer from Planports CRM to Xakia
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Planports CRM to Xakia.
Explore other popular CRM migrations similar to Planports CRM to Xakia
Need to go the other way? We support bidirectional migrations.
Xakia → Planports CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
