Orion
ConnectAndSell
Transfer contacts, companies, deals, and more from Orion to ConnectAndSell. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to ConnectAndSell 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)
Conversations, not dials
ConnectAndSell is a sales acceleration platform that uses AI-powered dialing and human-machine collaboration to help sales teams connect with decision-makers and drive meaningful conversations at scale.
AI-powered smart dialing for high-velocity prospecting
"Conversations, not dials"
ConnectAndSell is a sales acceleration platform that uses AI-powered dialing and human-machine collaboration to help sales teams connect with decision-makers and drive meaningful conversations at scale.
Ideal for: Enterprise and mid-market sales teams seeking to maximize cold outreach efficiency through AI-assisted calling and conversation technology.
AI-powered smart dialing for high-velocity prospecting
Conversation intelligence and coaching tools
Seamless CRM integrations with Salesforce and others
Proven ROI through increased conversion rates
Learn more at
connectandsell.com
See exactly which data objects transfer from Orion to ConnectAndSell
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to ConnectAndSell.
Explore other popular CRM migrations similar to Orion to ConnectAndSell
Need to go the other way? We support bidirectional migrations.
ConnectAndSell → OrionJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
