Orion
Espresso Agent
Transfer contacts, and more from Orion to Espresso Agent. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Espresso Agent 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)
Real estate CRM with lead generation
Espresso Agent is a real estate CRM and lead generation platform providing agents with expired, FSBO, and FRBO leads along with an integrated dialer, CRM, email marketing, and video messaging capabilities. All packages include the built-in dialer and CRM.
Integrated dialer with AI noise suppression and call transcription
"Real estate CRM with lead generation"
Espresso Agent is a real estate CRM and lead generation platform providing agents with expired, FSBO, and FRBO leads along with an integrated dialer, CRM, email marketing, and video messaging capabilities. All packages include the built-in dialer and CRM.
Ideal for: Real estate agents seeking an all-in-one platform with lead generation, dialer, and CRM in a single system.
Integrated dialer with AI noise suppression and call transcription
Quality FSBO, FRBO, and expired listing leads
Email drip campaigns and video marketing capabilities
Advanced contact search and database organization
Learn more at
espressoagent.com
See exactly which data objects transfer from Orion to Espresso Agent
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Espresso Agent.
Explore other popular CRM migrations similar to Orion to Espresso Agent
Need to go the other way? We support bidirectional migrations.
Espresso Agent → OrionJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
