Source
ProTracker

ProTracker

Destination
HelloShift

HelloShift

CRM MigrationStarting at $500

Migrate from ProTracker to HelloShift

Effortlessly & Accurately

Transfer contacts, activities, and more from ProTracker to HelloShift. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your ProTracker to HelloShift migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

ProTracker vs HelloShift

A quick look at both platforms to help you understand your migration path

Migrating from
ProTracker

ProTracker

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.

Founded 1997
New Hampshire, United States
Best for
Small BusinessMid-Market
Industries
Financial ServicesWealth ManagementFinancial Planning+2 more
Top Strength

Purpose-built for financial planning industry since 1997

Migrating to
HelloShift

HelloShift

AI-powered hotel operations platform

HelloShift is an AI-powered hotel operations platform that unifies guest messaging, staff collaboration, housekeeping management, and contactless check-in. Its AI answers guest calls 24/7 and auto-assigns room cleanings based on historical patterns.

Founded 2014
San Francisco, California, United States
Best for
Small BusinessMid-Market
Industries
HospitalityHotelsBoutique Hotels+2 more
Top Strength

AI-powered 24/7 guest call handling

Your New CRM

Why HelloShift is a great choice

HelloShift

HelloShift

"AI-powered hotel operations platform"

HelloShift is an AI-powered hotel operations platform that unifies guest messaging, staff collaboration, housekeeping management, and contactless check-in. Its AI answers guest calls 24/7 and auto-assigns room cleanings based on historical patterns.

Ideal for: Modern hotels seeking to digitize operations with AI-powered guest messaging, automated housekeeping, and unified staff collaboration.

AI-powered 24/7 guest call handling

Automated housekeeping scheduling based on patterns

Industries
HospitalityHotelsBoutique Hotels+2
Best For
Small BusinessMid-Market

Contactless check-in and mobile key access

Unified staff messaging across all departments

Learn more at

helloshift.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from ProTracker to HelloShift

ProTracker
HelloShift
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Not Available
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Not Available

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

ProTracker to HelloShift Migration FAQ

Common questions about migrating from ProTracker to HelloShift.

Related Migration Paths

Explore other popular CRM migrations similar to ProTracker to HelloShift

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Prefer email? talk@ambrstack.com