Wealthbox
Kickserv
Transfer contacts, companies, deals, and more from Wealthbox to Kickserv. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wealthbox 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
Prefer email? talk@ambrstack.com
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
Modern CRM for Financial Advisors
Wealthbox is an intuitive, modern CRM platform designed for financial advisors and wealth managers, offering contact management, task tracking, email sync, pipeline management, and deep integrations with custodial platforms.
Modern, intuitive design with minimal learning curve
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 Wealthbox to Kickserv
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wealthbox to Kickserv.
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Prefer email? talk@ambrstack.com
