Folk CRM
Orion
Transfer contacts, companies, deals, and more from Folk CRM to Orion. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Folk CRM 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
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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
Lightweight CRM for relationship-driven sales
Folk is a modern, lightweight CRM designed for startups and teams that prioritize relationship management over complex deal tracking. It combines contact management, pipeline tracking, email integration, and AI-powered features like lead enrichment and automated follow-up suggestions in an intuitive interface.
Lightweight and easy to use interface
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 Folk CRM to Orion
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Folk CRM to Orion.
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Prefer email? talk@ambrstack.com
