Orion
Cloze
Transfer contacts, deals, activities, and more from Orion to Cloze. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Cloze 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)
Relationship Management Without Data Entry
Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.
Automatic capture of emails, calls, and communications
"Relationship Management Without Data Entry"
Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.
Ideal for: Professionals and real estate agents seeking automatic relationship management without manual data entry.
Automatic capture of emails, calls, and communications
Intelligent contact prioritization based on relationship activity
Smart reminders for follow-ups
AI email ghostwriter for personalized outreach
Learn more at
cloze.com
See exactly which data objects transfer from Orion to Cloze
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Cloze.
Explore other popular CRM migrations similar to Orion to Cloze
Join hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
