Orion
Kickserv
Transfer contacts, companies, deals, and more from Orion to Kickserv. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Kickserv 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
WealthTech platform for financial advisors
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Industry's most-adopted CRM for financial advisors (via Redtail)
Field service management software
Kickserv is a cloud-based field service management solution for small businesses, providing tools for lead management, estimates, scheduling, dispatching, job tracking, invoicing, and customer management in service industries.
Purpose-built for field service businesses
"Field service management software"
Kickserv is a cloud-based field service management solution for small businesses, providing tools for lead management, estimates, scheduling, dispatching, job tracking, invoicing, and customer management in service industries.
Ideal for: Small service businesses in trades like HVAC, plumbing, and electrical seeking an affordable field service management solution with scheduling, dispatching, and invoicing.
Purpose-built for field service businesses
Mobile apps for iOS and Android technicians
GPS tracking and time tracking
QuickBooks Online and Desktop integration
Learn more at
kickserv.com
See exactly which data objects transfer from Orion to Kickserv
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Kickserv.
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