X2CRM
ProTracker
Transfer contacts, activities, and more from X2CRM to ProTracker. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your X2CRM to ProTracker 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
Open Source CRM and Workflow Automation
X2CRM is an open-source CRM platform offering sales, marketing, and customer service capabilities with a compact, blog-style interface and powerful workflow automation through X2Flow.
Founded by former SugarCRM CEO with deep CRM expertise
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
"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.
Ideal for: Financial planners and wealth managers seeking comprehensive client relationship management with integrated document and workflow capabilities.
Purpose-built for financial planning industry since 1997
RMD calculations and tracking functionality
Microsoft Outlook synchronization for email and calendar
Document management and automatic archiving
Learn more at
protracker.com
See exactly which data objects transfer from X2CRM to ProTracker
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from X2CRM to ProTracker.
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Prefer email? talk@ambrstack.com
