ProTracker
Drip
Transfer contacts, activities, and more from ProTracker to Drip. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Drip 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
Powerful, Easy-To-Use Marketing Automation
Drip is the first eCommerce CRM designed for building personal and profitable relationships with customers at scale. It provides automated workflows, email personalization, customer tracking, and multi-channel marketing capabilities.
Ecommerce-first design with revenue tracking integration
"Powerful, Easy-To-Use Marketing Automation"
Drip is the first eCommerce CRM designed for building personal and profitable relationships with customers at scale. It provides automated workflows, email personalization, customer tracking, and multi-channel marketing capabilities.
Ideal for: E-commerce businesses and digital marketers seeking sophisticated automation and customer engagement tools.
Ecommerce-first design with revenue tracking integration
Advanced automation and smart segmentation
Compliance-focused with excellent deliverability
Affordable pricing for SMBs
Learn more at
drip.com
See exactly which data objects transfer from ProTracker to Drip
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Drip.
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Prefer email? talk@ambrstack.com
