ProTracker
Kustomer
Transfer contacts, activities, and more from ProTracker to Kustomer. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Kustomer 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
AI-powered customer service CRM platform
Kustomer is an omnichannel customer service CRM platform that combines ticketing, AI-powered agents, and a unified customer timeline to deliver seamless support experiences. Acquired by Meta (Facebook) in 2020, it provides a 360-degree view of customers across all communication channels.
Unified customer timeline across all channels
"AI-powered customer service CRM platform"
Kustomer is an omnichannel customer service CRM platform that combines ticketing, AI-powered agents, and a unified customer timeline to deliver seamless support experiences. Acquired by Meta (Facebook) in 2020, it provides a 360-degree view of customers across all communication channels.
Ideal for: Customer service teams seeking an AI-powered omnichannel platform with unified customer timelines and intelligent automation.
Unified customer timeline across all channels
AI Agents for automated customer inquiry resolution
Omnichannel support (email, chat, social, phone)
Natural Language Processing for customer understanding
Learn more at
kustomer.com
See exactly which data objects transfer from ProTracker to Kustomer
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Kustomer.
Explore other popular CRM migrations similar to ProTracker to Kustomer
Need to go the other way? We support bidirectional migrations.
Kustomer → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
