---
description: Review of ProTracker Advantage Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: ProTracker Advantage | Reviews, Pricing & Demos - SoftwareAdvice GB
---

Breadcrumb: [Home](/) > [Financial CRM Software](/directory/3247/financial/software) > [ProTracker Advantage](/software/207913/protracker-advantage)

# ProTracker Advantage

Canonical: https://www.softwareadvice.co.uk/software/207913/protracker-advantage

> ProTracker Advantage is a financial customer relationship management (CRM) solution, which enables businesses to handle tasks, communications, documents, workflows and more. Professionals can use the on-premise platform to gain insights into trends across prospects and clients through reports.

ProTracker Advantage allows organizations to record and track client communications, generate custom reports and set up marketing campaigns according to requirements. Administrators can monitor emails, meetings, letters, documents and recommendations across the client relationship. Additionally, teams can organize life planning, financial and estate information for clients.

ProTracker Advantage synchronizes data about appointments, contacts, email and other items with Microsoft Outlook. The product is available on annual subscriptions and support is extended via documentation, video tutorials, phone and email.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: ProTracker Software
- **Location**: New Hampshire, US
- **Founded**: 1997

## Commercial Context

- **Starting Price**: US$895.00
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Pricing Details**: Optimum is one-year subscription. Quarterly  \& Semi-Annual available, also.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Windows (On-Premise)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- CRM
- Contact Management
- Email Management
- Email Marketing
- Interaction Tracking
- Lead Management
- Marketing Automation
- Mobile Access
- Relationship Tracking
- Task Management
- Team Assignments
- Workflow Management

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat

## Category

- [Financial CRM Software](https://www.softwareadvice.co.uk/directory/3247/financial/software)

## Alternatives

1. [Maximizer CRM](https://www.softwareadvice.co.uk/software/24987/maximizer-wealth-management) — 4.1/5 (366 reviews)
2. [eWay-CRM](https://www.softwareadvice.co.uk/software/31005/eway) — 4.5/5 (822 reviews)
3. [Redtail CRM](https://www.softwareadvice.co.uk/software/76515/redtail) — 4.1/5 (85 reviews)
4. [Zoho CRM](https://www.softwareadvice.co.uk/software/392464/zoho-crm) — 4.3/5 (6971 reviews)
5. [Wealthbox](https://www.softwareadvice.co.uk/software/220273/wealthbox) — 4.7/5 (145 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/207913/protracker-advantage)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/protracker-advantage-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/207913/protracker-advantage> |
| en-GB | <https://www.softwareadvice.co.uk/software/207913/protracker-advantage> |
| en-IE | <https://www.softwareadvice.ie/software/207913/protracker-advantage> |
| en-NZ | <https://www.softwareadvice.co.nz/software/207913/protracker-advantage> |

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