Source
Sumac

Sumac

Destination
CASEpeer

CASEpeer

CRM MigrationStarting at $500

Migrate from Sumac to CASEpeer

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Sumac to CASEpeer. 9 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 Sumac to CASEpeer 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

Sumac vs CASEpeer

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

Migrating from
Sumac

Sumac

The #1 Nonprofit Case Management Software

Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.

Founded 1994
Toronto, Ontario, Canada
Best for
Small BusinessMid-Market
Industries
NonprofitsSocial ServicesHealthcare+2 more
Top Strength

HIPAA and PIPEDA compliant with encrypted storage

Migrating to
CASEpeer

CASEpeer

Personal injury law case management

Cloud-based case management software specialized for personal injury law firms. Features high-volume intake management, settlement tracking, lien reductions, and automated document management designed specifically for PI attorneys.

Founded 2015
Irvine, California, USA
Best for
Small BusinessMid-Market
Industries
personal injury lawlegal serviceslaw firms
Top Strength

Specialized for personal injury law workflows

Your New CRM

Why CASEpeer is a great choice

CASEpeer

CASEpeer

"Personal injury law case management"

Cloud-based case management software specialized for personal injury law firms. Features high-volume intake management, settlement tracking, lien reductions, and automated document management designed specifically for PI attorneys.

Ideal for: Personal injury law firms seeking specialized case management with settlement tracking and high-volume intake capabilities.

Specialized for personal injury law workflows

Settlement calculator and demand tracker

Industries
personal injury lawlegal serviceslaw firms
Best For
Small BusinessMid-Market

Intake management and campaign tracking

Litigation event planning with calendar sync

Learn more at

casepeer.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Sumac to CASEpeer

Sumac
CASEpeer
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
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Not Available

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

FAQ

Sumac to CASEpeer Migration FAQ

Common questions about migrating from Sumac to CASEpeer.

Related Migration Paths

Explore other popular CRM migrations similar to Sumac to CASEpeer

Reverse Migration

Need to go the other way? We support bidirectional migrations.

CASEpeer → Sumac

Ready to get started?

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Prefer email? talk@ambrstack.com