Source
Orion

Orion

Destination
Dental Intelligence

Dental Intelligence

CRM MigrationStarting at $500

Migrate from Orion to Dental Intelligence

Effortlessly & Accurately

Transfer contacts, activities, and more from Orion to Dental Intelligence. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Orion to Dental Intelligence migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Orion vs Dental Intelligence

A quick look at both platforms to help you understand your migration path

Migrating from
Orion

Orion

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.

Omaha, Nebraska, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Advisory+2 more
Top Strength

Industry's most-adopted CRM for financial advisors (via Redtail)

Migrating to
Dental Intelligence

Dental Intelligence

End-to-end dental practice performance

Dental Intelligence is a comprehensive dental analytics and practice management platform that helps dentists increase production, patient visits, and collections while decreasing overhead. It provides actionable insights, workflow automation, patient engagement tools, and integration with major practice management systems.

Founded 2012
Pleasant Grove, Utah, United States
Best for
Mid-Market
Industries
dentalhealthcaredental practice management
Top Strength

Comprehensive dental practice analytics and reporting

Your New CRM

Why Dental Intelligence is a great choice

Dental Intelligence

Dental Intelligence

"End-to-end dental practice performance"

Dental Intelligence is a comprehensive dental analytics and practice management platform that helps dentists increase production, patient visits, and collections while decreasing overhead. It provides actionable insights, workflow automation, patient engagement tools, and integration with major practice management systems.

Ideal for: Dental practices of all sizes seeking analytics-driven insights and patient engagement automation integrated with their existing practice management system.

Comprehensive dental practice analytics and reporting

Seamless integration with Dentrix, Open Dental, and Eaglesoft

Industries
dentalhealthcaredental practice management
Best For
Mid-Market

Automated patient communication and engagement platform

Real-time treatment planning and payment presentation

Learn more at

dentalintel.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Orion to Dental Intelligence

Orion
Dental Intelligence
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Orion to Dental Intelligence Migration FAQ

Common questions about migrating from Orion to Dental Intelligence.

Related Migration Paths

Explore other popular CRM migrations similar to Orion to Dental Intelligence

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Prefer email? talk@ambrstack.com