ProTracker
Dolibarr
Transfer contacts, activities, and more from ProTracker to Dolibarr. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Dolibarr 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
Open source business management
Dolibarr is a free, open-source ERP and CRM platform designed for businesses of any size, foundations, and freelancers. Written in PHP, it provides comprehensive features for contacts, suppliers, invoices, orders, stock management, accounting, and agenda management with extensive customization options.
Completely open source and free to use
"Open source business management"
Dolibarr is a free, open-source ERP and CRM platform designed for businesses of any size, foundations, and freelancers. Written in PHP, it provides comprehensive features for contacts, suppliers, invoices, orders, stock management, accounting, and agenda management with extensive customization options.
Ideal for: Businesses seeking cost-effective, customizable, and open-source ERP/CRM solutions.
Completely open source and free to use
Highly modular and customizable architecture
Support for 50+ languages
Comprehensive module marketplace
Learn more at
dolibarr.org
See exactly which data objects transfer from ProTracker to Dolibarr
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Dolibarr.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
