ProTracker
ConvertKit
Transfer contacts, and more from ProTracker to ConvertKit. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to ConvertKit 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
Tools for creative growth
ConvertKit (now Kit) is an email marketing and creator platform designed for content creators, bloggers, and authors. It provides email campaigns, landing pages, and subscriber management with a focus on creator monetization.
Creator-focused feature set and pricing
"Tools for creative growth"
ConvertKit (now Kit) is an email marketing and creator platform designed for content creators, bloggers, and authors. It provides email campaigns, landing pages, and subscriber management with a focus on creator monetization.
Ideal for: Content creators, authors, and bloggers seeking email marketing tools optimized for growing audiences and monetizing digital products.
Creator-focused feature set and pricing
Excellent email template designs
Landing page builder included
Simple subscriber segmentation
Learn more at
convertkit.com
See exactly which data objects transfer from ProTracker to ConvertKit
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to ConvertKit.
Explore other popular CRM migrations similar to ProTracker to ConvertKit
Need to go the other way? We support bidirectional migrations.
ConvertKit → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
