Source
ProTracker

ProTracker

Destination
Blackbaud

Blackbaud

CRM MigrationStarting at $500

Migrate from ProTracker to Blackbaud

Effortlessly & Accurately

Transfer contacts, activities, and more from ProTracker to Blackbaud. 9 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 ProTracker to Blackbaud 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

ProTracker vs Blackbaud

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

Migrating from
ProTracker

ProTracker

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.

Founded 1997
New Hampshire, United States
Best for
Small BusinessMid-Market
Industries
Financial ServicesWealth ManagementFinancial Planning+2 more
Top Strength

Purpose-built for financial planning industry since 1997

Migrating to
Blackbaud

Blackbaud

Fundraising and relationship management platform

Blackbaud CRM is an enterprise-level constituent relationship management platform designed for nonprofits, educational institutions, and healthcare organizations. It provides comprehensive fundraising tools, donor management, constituent data management, and advanced analytics for managing complex relationships at scale.

Founded 1981
Charleston, South Carolina, USA
Best for
Mid-MarketEnterprise
Industries
NonprofitHigher EducationHealthcare+2 more
Top Strength

Enterprise-grade fundraising capabilities

Your New CRM

Why Blackbaud is a great choice

Blackbaud

Blackbaud

"Fundraising and relationship management platform"

Blackbaud CRM is an enterprise-level constituent relationship management platform designed for nonprofits, educational institutions, and healthcare organizations. It provides comprehensive fundraising tools, donor management, constituent data management, and advanced analytics for managing complex relationships at scale.

Ideal for: Large nonprofits and institutions requiring enterprise-level fundraising, donor management, and constituent relationship management.

Enterprise-grade fundraising capabilities

Comprehensive constituent data management

Industries
NonprofitHigher EducationHealthcare+2
Best For
Mid-MarketEnterprise

Advanced segmentation and analytics

REST and SOAP APIs with SDK support

Learn more at

blackbaud.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from ProTracker to Blackbaud

ProTracker
Blackbaud
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Supported

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

ProTracker to Blackbaud Migration FAQ

Common questions about migrating from ProTracker to Blackbaud.

Related Migration Paths

Explore other popular CRM migrations similar to ProTracker to Blackbaud

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com