Orion
Bigin by Zoho
Transfer contacts, companies, deals, and more from Orion to Bigin by Zoho. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Bigin by Zoho 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
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)
The easiest small business CRM
Bigin by Zoho CRM is a pipeline-centric CRM built and priced specifically for small businesses and freelancers. It offers spreadsheet-like simplicity with built-in telephony, email, workflow automation, and customizable dashboards.
Ultra-simple setup in under 30 minutes
"The easiest small business CRM"
Bigin by Zoho CRM is a pipeline-centric CRM built and priced specifically for small businesses and freelancers. It offers spreadsheet-like simplicity with built-in telephony, email, workflow automation, and customizable dashboards.
Ideal for: Micro-businesses, freelancers, and small teams wanting to move beyond spreadsheets with a simple, affordable CRM that requires minimal setup and training.
Ultra-simple setup in under 30 minutes
Most affordable CRM at $7 per user per month
Built-in telephony and WhatsApp integration
Pipeline-centric visual deal management
Learn more at
bigin.com
See exactly which data objects transfer from Orion to Bigin by Zoho
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Bigin by Zoho.
Explore other popular CRM migrations similar to Orion to Bigin by Zoho
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
