ProTracker
Emitrr
Transfer contacts, activities, and more from ProTracker to Emitrr. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Emitrr 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
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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
HIPAA-compliant communication for healthcare
Emitrr is an AI-powered communication platform designed for healthcare practices that combines HIPAA-compliant calling, texting, automation, and appointment reminders on one intuitive platform. It reduces no-shows and streamlines patient engagement across clinics of all sizes.
HIPAA-compliant messaging and calling
"HIPAA-compliant communication for healthcare"
Emitrr is an AI-powered communication platform designed for healthcare practices that combines HIPAA-compliant calling, texting, automation, and appointment reminders on one intuitive platform. It reduces no-shows and streamlines patient engagement across clinics of all sizes.
Ideal for: Small to mid-sized healthcare practices seeking efficient, HIPAA-compliant patient communication and automation.
HIPAA-compliant messaging and calling
90% reduction in no-show rates with automated reminders
All-in-one unified inbox for calls, texts, emails, and chats
AI-powered contact center with IVR and predictive analytics
Learn more at
emitrr.com
See exactly which data objects transfer from ProTracker to Emitrr
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Emitrr.
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