Orion
Dolibarr
Transfer contacts, companies, deals, and more from Orion to Dolibarr. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Dolibarr 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 business management
Dolibarr is a free, open-source ERP and CRM platform designed for businesses of any size, foundations, and freelancers. Written in PHP, it provides comprehensive features for contacts, suppliers, invoices, orders, stock management, accounting, and agenda management with extensive customization options.
Completely open source and free to use
"Open source business management"
Dolibarr is a free, open-source ERP and CRM platform designed for businesses of any size, foundations, and freelancers. Written in PHP, it provides comprehensive features for contacts, suppliers, invoices, orders, stock management, accounting, and agenda management with extensive customization options.
Ideal for: Businesses seeking cost-effective, customizable, and open-source ERP/CRM solutions.
Completely open source and free to use
Highly modular and customizable architecture
Support for 50+ languages
Comprehensive module marketplace
Learn more at
dolibarr.org
See exactly which data objects transfer from Orion to Dolibarr
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Dolibarr.
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