ProTracker
Classy
Transfer contacts, activities, and more from ProTracker to Classy. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Classy 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
Nonprofit Fundraising and Donor Management
Classy, now GoFundMe Pro, is a comprehensive fundraising platform for nonprofits that combines donation management, donor relationship management, peer-to-peer fundraising, and fundraising campaign tracking. It integrates with leading nonprofit CRMs for unified constituent management.
Purpose-built for nonprofit fundraising
"Nonprofit Fundraising and Donor Management"
Classy, now GoFundMe Pro, is a comprehensive fundraising platform for nonprofits that combines donation management, donor relationship management, peer-to-peer fundraising, and fundraising campaign tracking. It integrates with leading nonprofit CRMs for unified constituent management.
Ideal for: Nonprofit organizations seeking an integrated fundraising platform with donor management and campaign tracking capabilities.
Purpose-built for nonprofit fundraising
Comprehensive donor management and 360-degree supporter view
Integration with Salesforce and other nonprofit CRMs
Peer-to-peer fundraising and event management
Learn more at
classy.org
See exactly which data objects transfer from ProTracker to Classy
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Classy.
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Prefer email? talk@ambrstack.com
