
ProTracker

Gorgias
Transfer contacts, activities, and more from ProTracker to Gorgias. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Gorgias 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

Conversational AI platform for ecommerce
Gorgias is a cloud-based helpdesk and customer experience platform designed specifically for ecommerce brands. It centralizes conversations from email, live chat, SMS, and social media while integrating directly with Shopify, Magento, BigCommerce, and WooCommerce to enable agents to manage orders without leaving the dashboard.
Deep integrations with Shopify, Magento, BigCommerce, WooCommerce

"Conversational AI platform for ecommerce"
Gorgias is a cloud-based helpdesk and customer experience platform designed specifically for ecommerce brands. It centralizes conversations from email, live chat, SMS, and social media while integrating directly with Shopify, Magento, BigCommerce, and WooCommerce to enable agents to manage orders without leaving the dashboard.
Ideal for: Ecommerce brands seeking to unify customer support across all channels with deep ecommerce platform integration and AI-powered automation.
Deep integrations with Shopify, Magento, BigCommerce, WooCommerce
AI Agent that resolves 60% of support inquiries automatically
Omnichannel support (email, chat, SMS, WhatsApp, social)
Direct order management from helpdesk interface
Learn more at
gorgias.com
See exactly which data objects transfer from ProTracker to Gorgias


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Gorgias.
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