ProTracker
Pobuca Connect
Transfer contacts, activities, and more from ProTracker to Pobuca Connect. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Pobuca Connect 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
Your unified company address book
Pobuca Connect is a cloud-based contact management application that unifies business contacts across an organization into a single shared address book. It offers contact synchronization, business card scanning, and integration with Microsoft ecosystem.
Unified company address book across devices
"Your unified company address book"
Pobuca Connect is a cloud-based contact management application that unifies business contacts across an organization into a single shared address book. It offers contact synchronization, business card scanning, and integration with Microsoft ecosystem.
Ideal for: Organizations seeking a unified contact management solution with Microsoft ecosystem integration, mobile access, and easy sharing across teams.
Unified company address book across devices
Business card scanning and email signature capture
Microsoft AD, O365, and Dynamics integration
Caller ID functionality on mobile
Learn more at
pobuca.com
See exactly which data objects transfer from ProTracker to Pobuca Connect
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Pobuca Connect.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
