ProTracker
Espresso Agent
Transfer contacts, and more from ProTracker to Espresso Agent. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Espresso Agent 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
Real estate CRM with lead generation
Espresso Agent is a real estate CRM and lead generation platform providing agents with expired, FSBO, and FRBO leads along with an integrated dialer, CRM, email marketing, and video messaging capabilities. All packages include the built-in dialer and CRM.
Integrated dialer with AI noise suppression and call transcription
"Real estate CRM with lead generation"
Espresso Agent is a real estate CRM and lead generation platform providing agents with expired, FSBO, and FRBO leads along with an integrated dialer, CRM, email marketing, and video messaging capabilities. All packages include the built-in dialer and CRM.
Ideal for: Real estate agents seeking an all-in-one platform with lead generation, dialer, and CRM in a single system.
Integrated dialer with AI noise suppression and call transcription
Quality FSBO, FRBO, and expired listing leads
Email drip campaigns and video marketing capabilities
Advanced contact search and database organization
Learn more at
espressoagent.com
See exactly which data objects transfer from ProTracker to Espresso Agent
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Espresso Agent.
Explore other popular CRM migrations similar to ProTracker to Espresso Agent
Need to go the other way? We support bidirectional migrations.
Espresso Agent → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
