ProTracker
Kartra
Transfer contacts, activities, and more from ProTracker to Kartra. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Kartra 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
The all-in-one marketing platform
Kartra is a comprehensive all-in-one online business platform combining sales funnels, email marketing, landing pages, membership hosting, helpdesk, affiliate management, and video hosting in a single integrated system.
All-in-one platform replacing 8-12 separate tools
"The all-in-one marketing platform"
Kartra is a comprehensive all-in-one online business platform combining sales funnels, email marketing, landing pages, membership hosting, helpdesk, affiliate management, and video hosting in a single integrated system.
Ideal for: Coaches, consultants, and digital entrepreneurs seeking an all-in-one platform for funnels, email marketing, memberships, and online courses without multiple tool integrations.
All-in-one platform replacing 8-12 separate tools
Native video hosting and membership sites
Advanced marketing automation sequences
Built-in affiliate management system
Learn more at
kartra.com
See exactly which data objects transfer from ProTracker to Kartra
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Kartra.
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Prefer email? talk@ambrstack.com
