JobNimbus
ProTracker
Transfer contacts, activities, and more from JobNimbus to ProTracker. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your JobNimbus 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
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
The #1 roofing CRM and project management platform
JobNimbus is an all-in-one CRM and project management platform built for roofing, solar, and exterior renovation contractors. Founded in 2013, it combines lead management, estimating (via acquired SumoQuote), job tracking, payments, and automation to help contractors streamline operations from lead to completion.
Purpose-built for roofing and contracting industry
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 JobNimbus to ProTracker
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from JobNimbus to ProTracker.
Explore other popular CRM migrations similar to JobNimbus to ProTracker
Need to go the other way? We support bidirectional migrations.
ProTracker → JobNimbusJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
