ProTracker
Veracross
Transfer contacts, activities, and more from ProTracker to Veracross. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ProTracker to Veracross 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 One-Person, One-Record School Management Platform
Veracross is a fully integrated school information management system for private and independent K-12 schools, connecting administrators, teachers, students, and parents through a unified platform with CRM at its core.
Single unified database for all school operations
"The One-Person, One-Record School Management Platform"
Veracross is a fully integrated school information management system for private and independent K-12 schools, connecting administrators, teachers, students, and parents through a unified platform with CRM at its core.
Ideal for: Private and independent K-12 schools seeking a comprehensive one-stop platform for admissions, enrollment, academics, finance, and alumni relations.
Single unified database for all school operations
Best-in-class CRM foundation for admissions and enrollment
200+ integration partners with Open API
Dedicated portals for students, parents, faculty, and alumni
Learn more at
veracross.com
See exactly which data objects transfer from ProTracker to Veracross
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ProTracker to Veracross.
Explore other popular CRM migrations similar to ProTracker to Veracross
Need to go the other way? We support bidirectional migrations.
Veracross → ProTrackerJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
