ProTracker
Cloze
Transfer contacts, activities, and more from ProTracker to Cloze. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Cloze 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
Relationship Management Without Data Entry
Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.
Automatic capture of emails, calls, and communications
"Relationship Management Without Data Entry"
Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.
Ideal for: Professionals and real estate agents seeking automatic relationship management without manual data entry.
Automatic capture of emails, calls, and communications
Intelligent contact prioritization based on relationship activity
Smart reminders for follow-ups
AI email ghostwriter for personalized outreach
Learn more at
cloze.com
See exactly which data objects transfer from ProTracker to Cloze
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Cloze.
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Prefer email? talk@ambrstack.com
