Source
Orion

Orion

Destination
Qgiv

Qgiv

CRM MigrationStarting at $500

Migrate from Orion to Qgiv

Effortlessly & Accurately

Transfer contacts, activities, and more from Orion to Qgiv. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Orion to Qgiv migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Orion vs Qgiv

A quick look at both platforms to help you understand your migration path

Migrating from
Orion

Orion

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.

Omaha, Nebraska, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Advisory+2 more
Top Strength

Industry's most-adopted CRM for financial advisors (via Redtail)

Migrating to
Qgiv

Qgiv

Unified fundraising platform for nonprofits

Qgiv (now Bloomerang Fundraising) is a comprehensive online fundraising platform for nonprofits, offering customizable donation forms, peer-to-peer fundraising, event registration, text giving, and auction tools. It integrates with major CRMs and email marketing platforms to streamline donor management.

Founded 2007
Lakeland, Florida, United States
Best for
Small BusinessMid-Market
Industries
NonprofitFundraisingFaith-Based+2 more
Top Strength

Customizable donation forms with robust reporting

Your New CRM

Why Qgiv is a great choice

Qgiv

Qgiv

"Unified fundraising platform for nonprofits"

Qgiv (now Bloomerang Fundraising) is a comprehensive online fundraising platform for nonprofits, offering customizable donation forms, peer-to-peer fundraising, event registration, text giving, and auction tools. It integrates with major CRMs and email marketing platforms to streamline donor management.

Ideal for: Nonprofits seeking a versatile fundraising platform with customizable donation forms, peer-to-peer capabilities, and CRM integrations.

Customizable donation forms with robust reporting

Peer-to-peer fundraising and event registration tools

Industries
NonprofitFundraisingFaith-Based+2
Best For
Small BusinessMid-Market

Text giving with outbound messaging capabilities

Integrations with Salesforce, DonorPerfect, Bloomerang, and other CRMs

Learn more at

qgiv.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Orion to Qgiv

Orion
Qgiv
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Not Available

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Mapping Required
Documents
Not Available
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Orion to Qgiv Migration FAQ

Common questions about migrating from Orion to Qgiv.

Related Migration Paths

Explore other popular CRM migrations similar to Orion to Qgiv

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Qgiv → Orion

Ready to get started?

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Prefer email? talk@ambrstack.com