ProTracker
Solutionreach
Transfer contacts, activities, and more from ProTracker to Solutionreach. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Solutionreach 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
The leader in patient engagement solutions
Solutionreach is a cloud-based patient engagement platform designed for healthcare providers, offering appointment reminders, two-way texting, batch messaging, and reputation management. It integrates with over 400 practice management and EHR systems to streamline patient communications.
Integrates with 400+ practice management and EHR systems
"The leader in patient engagement solutions"
Solutionreach is a cloud-based patient engagement platform designed for healthcare providers, offering appointment reminders, two-way texting, batch messaging, and reputation management. It integrates with over 400 practice management and EHR systems to streamline patient communications.
Ideal for: Healthcare practices seeking to enhance patient engagement through automated reminders, HIPAA-compliant messaging, and integrated communication tools.
Integrates with 400+ practice management and EHR systems
HIPAA-compliant messaging and document sharing
Automated appointment reminders via text, email, and voice
Online scheduling and digital intake forms
Learn more at
solutionreach.com
See exactly which data objects transfer from ProTracker to Solutionreach
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Solutionreach.
Explore other popular CRM migrations similar to ProTracker to Solutionreach
Need to go the other way? We support bidirectional migrations.
Solutionreach → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
