ProTracker
Concord CRM
Transfer contacts, activities, and more from ProTracker to Concord CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Concord CRM 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
Self-hosted deal management simplified
Concord CRM is a modern, self-hosted open-source CRM platform for managing deals, leads, and customer relationships. It offers unlimited users with a one-time license fee and full source code access.
One-time lifetime license with unlimited users
"Self-hosted deal management simplified"
Concord CRM is a modern, self-hosted open-source CRM platform for managing deals, leads, and customer relationships. It offers unlimited users with a one-time license fee and full source code access.
Ideal for: Teams seeking a cost-effective, self-hosted CRM with full control over source code and data privacy.
One-time lifetime license with unlimited users
Full source code access for customization
No per-user subscription fees
Intuitive kanban-style deal management
Learn more at
concordcrm.com
See exactly which data objects transfer from ProTracker to Concord CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Concord CRM.
Explore other popular CRM migrations similar to ProTracker to Concord CRM
Need to go the other way? We support bidirectional migrations.
Concord CRM → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
