HawkSoft
ProTracker
Transfer contacts, activities, and more from HawkSoft to ProTracker. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your HawkSoft to ProTracker 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
Agency management system for independent insurance agents
HawkSoft is a leading insurance agency management system designed for independent agencies to manage their book of business, retention, and sales pipeline. It offers cloud-based data access with desktop performance, built-in accounting workflows, and no long-term contracts.
No long-term contracts or data extraction fees
CRM built by financial planners for financial planners
ProTracker Advantage is a cloud-based client relationship and practice management software designed for financial planners and wealth managers. It enables tracking communications, tasks, documents, workflows, RMD calculations, and marketing campaigns while syncing with Microsoft Outlook and mobile devices.
Purpose-built for financial planning industry since 1997
"CRM built by financial planners for financial planners"
ProTracker Advantage is a cloud-based client relationship and practice management software designed for financial planners and wealth managers. It enables tracking communications, tasks, documents, workflows, RMD calculations, and marketing campaigns while syncing with Microsoft Outlook and mobile devices.
Ideal for: Financial planners and wealth managers seeking comprehensive client relationship management with integrated document and workflow capabilities.
Purpose-built for financial planning industry since 1997
RMD calculations and tracking functionality
Microsoft Outlook synchronization for email and calendar
Document management and automatic archiving
Learn more at
protracker.com
See exactly which data objects transfer from HawkSoft to ProTracker
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from HawkSoft to ProTracker.
Explore other popular CRM migrations similar to HawkSoft to ProTracker
Need to go the other way? We support bidirectional migrations.
ProTracker → HawkSoftJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
