ProTracker
EngageBay
Transfer contacts, activities, and more from ProTracker to EngageBay. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to EngageBay 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
Affordable all-in-one CRM to drive growth
EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. It combines email marketing, landing pages, live chat, and helpdesk functionality.
Generous free plan with 250 contacts
"Affordable all-in-one CRM to drive growth"
EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. It combines email marketing, landing pages, live chat, and helpdesk functionality.
Ideal for: Startups and small to mid-size B2B and B2C companies seeking a cost-effective HubSpot alternative with integrated marketing, sales, and support tools.
Generous free plan with 250 contacts
Integrated marketing automation and email sequences
Built-in helpdesk and ticketing system
Visual sales pipeline with forecasting
Learn more at
engagebay.com
See exactly which data objects transfer from ProTracker to EngageBay
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to EngageBay.
Explore other popular CRM migrations similar to ProTracker to EngageBay
Need to go the other way? We support bidirectional migrations.
EngageBay → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
