ProTracker
Birdeye
Transfer contacts, activities, and more from ProTracker to Birdeye. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Birdeye 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
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
Agentic marketing platform for multi-location brands
Birdeye is an AI-powered customer experience and reputation management platform that helps businesses with multiple locations manage reviews, listings, customer communication, and marketing automation. It integrates with CRM systems and provides actionable insights through AI analytics.
AI-powered reputation and sentiment analysis
"Agentic marketing platform for multi-location brands"
Birdeye is an AI-powered customer experience and reputation management platform that helps businesses with multiple locations manage reviews, listings, customer communication, and marketing automation. It integrates with CRM systems and provides actionable insights through AI analytics.
Ideal for: Multi-location businesses seeking comprehensive reputation management, AI-powered insights, and CRM integration capabilities.
AI-powered reputation and sentiment analysis
Unified inbox for all customer communications
Listings management and local SEO optimization
Review generation and response automation
Learn more at
birdeye.com
See exactly which data objects transfer from ProTracker to Birdeye
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Birdeye.
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