Orion
BatchLeads
Transfer contacts, companies, deals, and more from Orion to BatchLeads. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to BatchLeads 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)
Real estate investing software made simple
BatchLeads is an all-in-one real estate investing platform featuring property intelligence, skip tracing, lead generation, CRM, outbound campaigns with AI-powered dialers, property analysis tools, and direct mail capabilities for real estate wholesalers and investors.
Integrated skip tracing and lead lists
"Real estate investing software made simple"
BatchLeads is an all-in-one real estate investing platform featuring property intelligence, skip tracing, lead generation, CRM, outbound campaigns with AI-powered dialers, property analysis tools, and direct mail capabilities for real estate wholesalers and investors.
Ideal for: Real estate investors and wholesalers needing integrated lead generation, CRM, and AI-powered outreach tools.
Integrated skip tracing and lead lists
AI-powered dialer with live guidance
Multi-channel outreach campaigns
Built-in CRM and deal tracking
Learn more at
batchleads.io
See exactly which data objects transfer from Orion to BatchLeads
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to BatchLeads.
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Prefer email? talk@ambrstack.com
