ProTracker
Salesforce
Transfer contacts, activities, and more from ProTracker to Salesforce. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Salesforce 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
The #1 AI CRM
Enterprise-grade CRM with comprehensive sales, service, marketing automation, and AI capabilities.
Highly customizable with AppExchange ecosystem
"The #1 AI CRM"
Enterprise-grade CRM with comprehensive sales, service, marketing automation, and AI capabilities.
Ideal for: Large sales teams needing advanced customization, reporting, and enterprise-grade security
Highly customizable with AppExchange ecosystem
Advanced reporting and analytics with AI insights
Enterprise-grade security and compliance
Extensive third-party integrations
Learn more at
salesforce.com
See exactly which data objects transfer from ProTracker to Salesforce
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Salesforce.
Explore other popular CRM migrations similar to ProTracker to Salesforce
Need to go the other way? We support bidirectional migrations.
Salesforce → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
