ProTracker
Bigin by Zoho
Transfer contacts, activities, and more from ProTracker to Bigin by Zoho. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Bigin by Zoho 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
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
The easiest small business CRM
Bigin by Zoho CRM is a pipeline-centric CRM built and priced specifically for small businesses and freelancers. It offers spreadsheet-like simplicity with built-in telephony, email, workflow automation, and customizable dashboards.
Ultra-simple setup in under 30 minutes
"The easiest small business CRM"
Bigin by Zoho CRM is a pipeline-centric CRM built and priced specifically for small businesses and freelancers. It offers spreadsheet-like simplicity with built-in telephony, email, workflow automation, and customizable dashboards.
Ideal for: Micro-businesses, freelancers, and small teams wanting to move beyond spreadsheets with a simple, affordable CRM that requires minimal setup and training.
Ultra-simple setup in under 30 minutes
Most affordable CRM at $7 per user per month
Built-in telephony and WhatsApp integration
Pipeline-centric visual deal management
Learn more at
bigin.com
See exactly which data objects transfer from ProTracker to Bigin by Zoho
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Bigin by Zoho.
Explore other popular CRM migrations similar to ProTracker to Bigin by Zoho
Need to go the other way? We support bidirectional migrations.
Bigin by Zoho → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
