ProTracker
Brevo
Transfer contacts, activities, and more from ProTracker to Brevo. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Brevo 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
All-in-one email and CRM platform
Brevo is a comprehensive marketing automation and CRM platform combining email marketing, SMS, chat, and customer relationship management features. It offers unlimited contacts, automation workflows, AI-powered features, and a built-in CRM accessible on free and paid plans.
Affordable pricing with free plan including CRM
"All-in-one email and CRM platform"
Brevo is a comprehensive marketing automation and CRM platform combining email marketing, SMS, chat, and customer relationship management features. It offers unlimited contacts, automation workflows, AI-powered features, and a built-in CRM accessible on free and paid plans.
Ideal for: Small to mid-sized businesses seeking an affordable all-in-one marketing and CRM solution with AI-powered features.
Affordable pricing with free plan including CRM
AI-powered content generation and optimal send times
Multichannel marketing across email, SMS, and chat
Well-designed deal pipeline and sales tracking
Learn more at
brevo.com
See exactly which data objects transfer from ProTracker to Brevo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Brevo.
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