Orion
CINC
Transfer contacts, deals, activities, and more from Orion to CINC. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to CINC 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 Lead Generation and CRM
CINC is an all-in-one real estate CRM platform that helps agents and teams generate, nurture, and convert leads through intelligent automation, lead management, and sales pipeline tools. It combines lead acquisition with conversion capabilities through email, SMS, and AI-powered messaging.
Specialized for real estate with lead generation built-in
"Real Estate Lead Generation and CRM"
CINC is an all-in-one real estate CRM platform that helps agents and teams generate, nurture, and convert leads through intelligent automation, lead management, and sales pipeline tools. It combines lead acquisition with conversion capabilities through email, SMS, and AI-powered messaging.
Ideal for: Real estate agents, teams, and brokers who need integrated lead generation and CRM capabilities.
Specialized for real estate with lead generation built-in
AI-powered lead scoring and AutoTracks automation
IDX website integration for property listings
Mobile apps with push notifications
Learn more at
cincpro.com
See exactly which data objects transfer from Orion to CINC
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to CINC.
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