Source
ProMax

ProMax

Destination
SmartAdvocate

SmartAdvocate

CRM MigrationStarting at $500

Migrate from ProMax to SmartAdvocate

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from ProMax to SmartAdvocate. 10 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 ProMax to SmartAdvocate 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

ProMax vs SmartAdvocate

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

Migrating from
ProMax

ProMax

Credit driven retailing for auto dealers

ProMax is an all-in-one front-end software platform for auto dealerships that combines CRM, desking, website management, inventory, credit reporting, and data mining. As the only value-added reseller of all three credit bureaus with integrated CRM and desking, it specializes in credit-driven retailing.

Founded 1994
Bettendorf, Iowa, United States
Best for
Small BusinessMid-Market
Industries
AutomotiveAuto DealershipsBHPH+1 more
Top Strength

Only VAR of all three credit bureaus with integrated CRM and desking

Migrating to
SmartAdvocate

SmartAdvocate

Powerful Legal Case Management Software

SmartAdvocate is a web-based, fully customizable case management system for litigation firms, offering AI-powered document management, workflow automation, and over 175 integrations.

New York, New York
Best for
Small BusinessMid-MarketEnterprise
Industries
LegalPersonal InjuryMass Torts+3 more
Top Strength

Named 2025 Case Management Solution of the Year by LegalTech Breakthrough

Your New CRM

Why SmartAdvocate is a great choice

SmartAdvocate

SmartAdvocate

"Powerful Legal Case Management Software"

SmartAdvocate is a web-based, fully customizable case management system for litigation firms, offering AI-powered document management, workflow automation, and over 175 integrations.

Ideal for: Plaintiff's litigation firms seeking a comprehensive, AI-enhanced case management system with robust document management and customizable workflows.

Named 2025 Case Management Solution of the Year by LegalTech Breakthrough

AI tools for summarizing cases, medical records, and depositions

Industries
LegalPersonal InjuryMass Torts+3
Best For
Small BusinessMid-MarketEnterprise

175+ integrations with legal and business tools

WorkPlans and Automated Procedures for task automation

Learn more at

smartadvocate.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from ProMax to SmartAdvocate

ProMax
SmartAdvocate
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

ProMax to SmartAdvocate Migration FAQ

Common questions about migrating from ProMax to SmartAdvocate.

Related Migration Paths

Explore other popular CRM migrations similar to ProMax to SmartAdvocate

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