ProTracker
Listrak
Transfer contacts, activities, and more from ProTracker to Listrak. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Listrak 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
Person-first marketing automation platform
Listrak is a digital marketing automation platform that seamlessly integrates data, identity, and cross-channel messaging to power hyper-personalized customer experiences. Built for leading retailers and brands, it offers email marketing, SMS, push notifications, and behavioral tracking to drive customer engagement and revenue.
Cross-channel marketing (email, SMS, push notifications)
"Person-first marketing automation platform"
Listrak is a digital marketing automation platform that seamlessly integrates data, identity, and cross-channel messaging to power hyper-personalized customer experiences. Built for leading retailers and brands, it offers email marketing, SMS, push notifications, and behavioral tracking to drive customer engagement and revenue.
Ideal for: Omnichannel retailers and brands seeking advanced email, SMS, and push notification marketing with AI-powered personalization and cross-channel orchestration.
Cross-channel marketing (email, SMS, push notifications)
AI-powered recommendations and predictive segmentation
Identity resolution and customer data unification
First to launch RCS marketing in the US
Learn more at
listrak.com
See exactly which data objects transfer from ProTracker to Listrak
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Listrak.
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