ConnectAndSell
Orion
Transfer contacts, companies, deals, and more from ConnectAndSell to Orion. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ConnectAndSell to Orion 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
Conversations, not dials
ConnectAndSell is a sales acceleration platform that uses AI-powered dialing and human-machine collaboration to help sales teams connect with decision-makers and drive meaningful conversations at scale.
AI-powered smart dialing for high-velocity prospecting
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)
"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.
Ideal for: Financial advisors and RIAs seeking an integrated platform for portfolio management, financial planning, and client relationship management.
Industry's most-adopted CRM for financial advisors (via Redtail)
Integrated portfolio management, billing, and trading
Two-way Salesforce sync and Charles Schwab integration
Comprehensive compliance and reporting tools
Learn more at
orion.com
See exactly which data objects transfer from ConnectAndSell to Orion
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ConnectAndSell to Orion.
Explore other popular CRM migrations similar to ConnectAndSell to Orion
Need to go the other way? We support bidirectional migrations.
Orion → ConnectAndSellJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
