Orion
Corteza CRM
Transfer contacts, companies, deals, and more from Orion to Corteza CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Corteza 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)
Open source low-code CRM platform
Corteza CRM Suite is an advanced open-source Customer Relationship Management platform built on a low-code architecture, allowing organizations to create customized CRM environments with complete data control. Feature rich and modular, it offers an enterprise-grade alternative to Salesforce with full transparency and freedom from vendor lock-in.
100% open source under Apache v2.0 license
"Open source low-code CRM platform"
Corteza CRM Suite is an advanced open-source Customer Relationship Management platform built on a low-code architecture, allowing organizations to create customized CRM environments with complete data control. Feature rich and modular, it offers an enterprise-grade alternative to Salesforce with full transparency and freedom from vendor lock-in.
Ideal for: Organizations seeking open-source, customizable CRM with low-code flexibility and complete data ownership without vendor lock-in.
100% open source under Apache v2.0 license
Powerful low-code platform for customization
Full automation and workflow capabilities
Enterprise-grade security and compliance
Learn more at
cortezaproject.org
See exactly which data objects transfer from Orion to Corteza CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Corteza CRM.
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Prefer email? talk@ambrstack.com
