ProTracker
Metaview
Transfer contacts, activities, and more from ProTracker to Metaview. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Metaview 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 recruiting platform with interview intelligence
Metaview is an AI recruiting platform that automates interview note-taking, generates structured summaries, and provides insights across the hiring process. It integrates with major ATSs and video platforms to help recruiters focus on conversations rather than documentation.
AI-generated interview notes in customizable formats
"AI recruiting platform with interview intelligence"
Metaview is an AI recruiting platform that automates interview note-taking, generates structured summaries, and provides insights across the hiring process. It integrates with major ATSs and video platforms to help recruiters focus on conversations rather than documentation.
Ideal for: Recruiting teams seeking AI-powered interview documentation, candidate insights, and streamlined hiring workflows.
AI-generated interview notes in customizable formats
AI Answers feature for instant candidate insights
Job Posts agent for automated job description creation
SOC 2 Type 2 audited with GDPR/CCPA compliance
Learn more at
metaview.ai
See exactly which data objects transfer from ProTracker to Metaview
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Metaview.
Explore other popular CRM migrations similar to ProTracker to Metaview
Need to go the other way? We support bidirectional migrations.
Metaview → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
