Orion
Axelor CRM
Transfer contacts, companies, deals, and more from Orion to Axelor CRM. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Axelor CRM 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)
Open source low-code CRM platform
Axelor is an open source, low-code ERP and CRM platform with AI integration enabling businesses to customize sales, marketing, and support processes, manage prospects and customers, create quotes, track customer interactions, and automate workflows without coding.
Open source and low-code customization
"Open source low-code CRM platform"
Axelor is an open source, low-code ERP and CRM platform with AI integration enabling businesses to customize sales, marketing, and support processes, manage prospects and customers, create quotes, track customer interactions, and automate workflows without coding.
Ideal for: Organizations needing open source, customizable CRM with low-code automation and integrated business management.
Open source and low-code customization
AI-powered process automation
Integrated ERP and CRM
Multi-language and multi-device support
Learn more at
axelor.com
See exactly which data objects transfer from Orion to Axelor CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Axelor CRM.
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