Migrate your PROAD data
Project management platform for service providers with integrated CRM, resource planning, and financial controlling across the full project lifecycle.
In its favor
Why people choose PROAD
The signal that keeps PROAD on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Company-size-based pricing makes PROAD accessible to small and medium service firms while keeping features functional for larger teams, according to G2 reviewers who value the tiered structure for matching cost to capacity.
Integrated CRM alongside project management eliminates the need for separate contact management tools, with one reviewer describing PROAD as a 'great CRM tool' that handles client contact details within the same interface as project work.
Operational planning features help teams structure work that was previously unmanaged, with users noting the system enables planning approaches they had not used before adopting PROAD.
Responsive customer support with issues typically resolved within a day is cited as a standout, with reviewers appreciating that support staff actively work toward solutions rather than deflecting.
Clean and understandable user interface lowers the learning curve, making it easier to get teams onboarded without extensive training sessions.
High cost relative to alternatives is a primary driver of churn, with multiple reviewers noting PROAD is expensive compared to competing project management tools that offer similar features.
Performance slowdowns and sluggish system response frustrate users, particularly those in areas with slower internet infrastructure or using older hardware, making daily workflows feel bottlenecked.
Lack of advanced features forces growth-stage teams to migrate to platforms with more robust capabilities, as PROAD's feature set can feel limiting for complex or rapidly scaling operations.
Reasons to switch
Why people leave PROAD
The recurring reasons buyers give for replacing PROAD. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where PROAD fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
PROAD pricing overview
PROAD uses a company-size-based pricing model rather than per-seat licensing. Pricing is not publicly disclosed and requires engagement with their sales team to obtain a quote. The tier structure appears to scale with team size and includes bundled modules across project management, CRM, and financial reporting.
Company-Sized Packages
Tier 1 of 1
Not publicly listed
What's included
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What gets migrated
PROAD object support
Object-by-object support for PROAD migrations. Per-pair details surface during scoping.
Projects
Fully supportedProjects are the primary container in PROAD. We map them 1:1 to the destination Project object, preserving the project name, description, status, and start/end dates. Active projects are included by default; archived projects are migrated on request.
Subprojects
Fully supportedSubprojects nest within Projects and carry their own task hierarchies, timelines, and assignees. We preserve the parent-child relationship during migration and ensure subproject milestones are attributed to the correct parent project.
Clients
Fully supportedClient records in PROAD contain contact details and company information. We split these into Company and Contact objects at the destination, mapping the primary client contact as the primary Contact under the Company.
Contacts
Fully supportedContact-level data in PROAD includes email, phone, address, and custom fields. We migrate all contacts with their associated client or company linkage, preserving any tags or segmentation applied within PROAD.
Tasks
Fully supportedTasks are the granular work units within Projects and Subprojects. We migrate the full task hierarchy including subtask relationships, due dates, priority levels, and assignee assignments. Task comments are migrated as discussion entries where the destination supports them.
Milestones
Fully supportedMilestones are date-based markers within a project timeline. We preserve milestone names, target dates, and their project associations. Milestone completion status is carried over as a custom field if the destination does not have a native milestone object.
Time Entries
Mapping requiredTime tracking data includes hours logged, the task or project it is tied to, and user attribution. We map time entries to the destination time-tracking object, noting that billable flag settings and hourly rate fields may require field-level mapping to match the target system's conventions.
Tickets
Mapping requiredPROAD's ticketing system captures issue requests linked to clients or projects. We migrate ticket records including status, priority, and conversation history. Destination systems that use a different ticket schema require custom field mapping to align priority tiers and resolution statuses.
Custom Fields
Mapping requiredPROAD supports custom fields on Projects, Tasks, and Contacts. We inventory all custom fields during discovery, map them to equivalent custom fields at the destination, and flag any that have no direct equivalent so they can be reviewed before final import.
Users and Assignees
Mapping requiredUser accounts map to the destination system's user or assignee object. We match users by email address and flag any inactive or suspended accounts that should not be migrated. Role and permission data is preserved as a custom field unless the destination supports a native role assignment schema.
Attachments
Mapping requiredFile attachments on Tasks, Projects, and Tickets are migrated as linked files in the destination system. We flag attachments exceeding typical size limits during the audit phase and handle them as a separate batch where the destination's storage model requires it.
KPI and Accounting Data
Mapping requiredPROAD includes accounting and KPI dashboards. We migrate financial summary records as custom objects, noting that detailed ledger entries may require a separate accounting-focused migration pass if the destination is a dedicated finance system.
Tags and Labels
Mapping requiredTags applied to Projects, Tasks, and Contacts are preserved as label or tag records at the destination. We normalize tag names to avoid duplicates introduced by inconsistent casing or spacing in the source data.
| Object | Support | Notes |
|---|---|---|
| Projects | Fully supported | Projects are the primary container in PROAD. We map them 1:1 to the destination Project object, preserving the project name, description, status, and start/end dates. Active projects are included by default; archived projects are migrated on request. |
| Subprojects | Fully supported | Subprojects nest within Projects and carry their own task hierarchies, timelines, and assignees. We preserve the parent-child relationship during migration and ensure subproject milestones are attributed to the correct parent project. |
| Clients | Fully supported | Client records in PROAD contain contact details and company information. We split these into Company and Contact objects at the destination, mapping the primary client contact as the primary Contact under the Company. |
| Contacts | Fully supported | Contact-level data in PROAD includes email, phone, address, and custom fields. We migrate all contacts with their associated client or company linkage, preserving any tags or segmentation applied within PROAD. |
| Tasks | Fully supported | Tasks are the granular work units within Projects and Subprojects. We migrate the full task hierarchy including subtask relationships, due dates, priority levels, and assignee assignments. Task comments are migrated as discussion entries where the destination supports them. |
| Milestones | Fully supported | Milestones are date-based markers within a project timeline. We preserve milestone names, target dates, and their project associations. Milestone completion status is carried over as a custom field if the destination does not have a native milestone object. |
| Time Entries | Mapping required | Time tracking data includes hours logged, the task or project it is tied to, and user attribution. We map time entries to the destination time-tracking object, noting that billable flag settings and hourly rate fields may require field-level mapping to match the target system's conventions. |
| Tickets | Mapping required | PROAD's ticketing system captures issue requests linked to clients or projects. We migrate ticket records including status, priority, and conversation history. Destination systems that use a different ticket schema require custom field mapping to align priority tiers and resolution statuses. |
| Custom Fields | Mapping required | PROAD supports custom fields on Projects, Tasks, and Contacts. We inventory all custom fields during discovery, map them to equivalent custom fields at the destination, and flag any that have no direct equivalent so they can be reviewed before final import. |
| Users and Assignees | Mapping required | User accounts map to the destination system's user or assignee object. We match users by email address and flag any inactive or suspended accounts that should not be migrated. Role and permission data is preserved as a custom field unless the destination supports a native role assignment schema. |
| Attachments | Mapping required | File attachments on Tasks, Projects, and Tickets are migrated as linked files in the destination system. We flag attachments exceeding typical size limits during the audit phase and handle them as a separate batch where the destination's storage model requires it. |
| KPI and Accounting Data | Mapping required | PROAD includes accounting and KPI dashboards. We migrate financial summary records as custom objects, noting that detailed ledger entries may require a separate accounting-focused migration pass if the destination is a dedicated finance system. |
| Tags and Labels | Mapping required | Tags applied to Projects, Tasks, and Contacts are preserved as label or tag records at the destination. We normalize tag names to avoid duplicates introduced by inconsistent casing or spacing in the source data. |
Gotchas
What to watch for in PROAD migrations
Issues we've hit on past PROAD migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Company-size-based pricing is opaque until you engage sales
Time entry billing rates require field-level mapping
Ticket-to-project linkages may not map natively
| Severity | Issue |
|---|---|
| Medium | Company-size-based pricing is opaque until you engage sales |
| Low | Time entry billing rates require field-level mapping |
| Low | Ticket-to-project linkages may not map natively |
Leaving PROAD?
Where PROAD customers move next
5 destinations PROAD can migrate to.
How a PROAD migration works
Four steps, PROAD-specific
Connect
Not publicly documented into PROAD. Scopes limited to read-only on the data we move.
Map
We translate PROAD-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate PROAD quirks before production.
Migrate
Full migration with PROAD rate-limit handling. Rollback available throughout.
FAQ
PROAD migration FAQ
Answers to the questions buyers ask most during PROAD migration scoping. Not seeing yours? Book a call.
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Free scoping call with a migration engineer. Tell us about your PROAD setup and destination — written quote back within a business day.