Orion
Close CRM
Transfer contacts, deals, activities, and more from Orion to Close CRM. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Close 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)
The No BS CRM for scaling businesses
Close is an all-in-one CRM designed specifically for small and scaling sales teams, combining contact management with built-in calling, emailing, SMS, and AI-powered automation. It emphasizes communication-centric workflow and speed.
Built-in native calling, SMS, and email
"The No BS CRM for scaling businesses"
Close is an all-in-one CRM designed specifically for small and scaling sales teams, combining contact management with built-in calling, emailing, SMS, and AI-powered automation. It emphasizes communication-centric workflow and speed.
Ideal for: Small, lean sales teams looking for a fast, communication-first CRM with native calling, SMS, and email capabilities without external tool dependencies.
Built-in native calling, SMS, and email
AI-powered call transcription and note automation
Automated sales sequences and follow-up reminders
Speed and performance optimization
Learn more at
close.com
See exactly which data objects transfer from Orion to Close CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Close CRM.
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Prefer email? talk@ambrstack.com
