ProTracker
Fat Free CRM
Transfer contacts, activities, and more from ProTracker to Fat Free CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Fat Free CRM 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 CRM Platform
Fat Free CRM is an open-source Ruby on Rails-based customer relationship management platform designed for small teams seeking a highly customizable CRM solution. It features group collaboration, campaign management, lead tracking, contact lists, and opportunity management.
Open source and completely free to use
"Open Source CRM Platform"
Fat Free CRM is an open-source Ruby on Rails-based customer relationship management platform designed for small teams seeking a highly customizable CRM solution. It features group collaboration, campaign management, lead tracking, contact lists, and opportunity management.
Ideal for: Small teams and startups looking for a free, customizable, open-source CRM they can self-host and modify.
Open source and completely free to use
Highly customizable with plugin architecture
Easy to self-host on own servers
Built with Ruby on Rails for developers
Learn more at
fatfreecrm.com
See exactly which data objects transfer from ProTracker to Fat Free CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Fat Free CRM.
Explore other popular CRM migrations similar to ProTracker to Fat Free CRM
Need to go the other way? We support bidirectional migrations.
Fat Free CRM → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
