ProTracker
TimeSolv
Transfer contacts, activities, and more from ProTracker to TimeSolv. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to TimeSolv 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
Legal billing software and time tracking for professionals
TimeSolv is a web-based legal billing and time tracking platform that includes CRM functionality for law firms, providing time entry, expense tracking, trust accounting, billing, invoicing, and client relationship management with marketing automation workflows.
Built-in CRM with lead intake and marketing automation workflows
"Legal billing software and time tracking for professionals"
TimeSolv is a web-based legal billing and time tracking platform that includes CRM functionality for law firms, providing time entry, expense tracking, trust accounting, billing, invoicing, and client relationship management with marketing automation workflows.
Ideal for: Law firms and professional service providers seeking integrated time tracking, billing, and CRM with legal-specific features like trust accounting and LEDES formatting.
Built-in CRM with lead intake and marketing automation workflows
ABA task codes and LEDES billing format compliance
Multi-timer functionality for accurate time tracking
Trust accounting with three-way reconciliation
Learn more at
timesolv.com
See exactly which data objects transfer from ProTracker to TimeSolv
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to TimeSolv.
Explore other popular CRM migrations similar to ProTracker to TimeSolv
Need to go the other way? We support bidirectional migrations.
TimeSolv → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
