ProTracker
Lofty
Transfer contacts, activities, and more from ProTracker to Lofty. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Lofty 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
AI-powered all-in-one real estate platform
Lofty, formerly Chime, is an all-in-one real estate management platform blending CRM capabilities with powerful marketing and lead generation tools. It offers IDX-integrated websites, AI-powered automation, dynamic lead scoring, and comprehensive team management features for real estate professionals.
AI Workforce with intelligent automation
"AI-powered all-in-one real estate platform"
Lofty, formerly Chime, is an all-in-one real estate management platform blending CRM capabilities with powerful marketing and lead generation tools. It offers IDX-integrated websites, AI-powered automation, dynamic lead scoring, and comprehensive team management features for real estate professionals.
Ideal for: Real estate agents, teams, and brokerages seeking an AI-powered platform with integrated CRM, IDX websites, and marketing automation.
AI Workforce with intelligent automation
33+ built-in lead generation methods
IDX-integrated, SEO-optimized websites
Dynamic lead scoring based on behavior
Learn more at
lofty.com
See exactly which data objects transfer from ProTracker to Lofty
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Lofty.
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Prefer email? talk@ambrstack.com
