ProTracker
Liaison
Transfer contacts, activities, and more from ProTracker to Liaison. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Liaison 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
Higher education admissions and enrollment technology
Liaison provides higher education institutions with CRM solutions, centralized application services, and enrollment marketing tools to recruit, engage, and enroll students. Their platforms include TargetX CRM and Outcomes CRM, offering AI-driven analytics and productivity tools designed specifically for college and university admissions.
Purpose-built for higher education enrollment
"Higher education admissions and enrollment technology"
Liaison provides higher education institutions with CRM solutions, centralized application services, and enrollment marketing tools to recruit, engage, and enroll students. Their platforms include TargetX CRM and Outcomes CRM, offering AI-driven analytics and productivity tools designed specifically for college and university admissions.
Ideal for: Higher education institutions seeking comprehensive enrollment management solutions with CRM, analytics, and marketing automation.
Purpose-built for higher education enrollment
Multiple CRM options (TargetX, Outcomes)
Centralized Application Services (CAS)
AI-powered predictive analytics
Learn more at
liaisonedu.com
See exactly which data objects transfer from ProTracker to Liaison
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Liaison.
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