Orion
Greenhouse
Transfer contacts, companies, activities, and more from Orion to Greenhouse. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Greenhouse 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)
Hiring software designed to help companies grow
Greenhouse is a leading applicant tracking system (ATS) and recruiting platform that combines candidate relationship management, structured interviewing, onboarding, and analytics. It offers AI-powered features, robust workflows, and over 400 integrations to help companies hire better and more efficiently.
Industry-leading structured interviewing and scorecards
"Hiring software designed to help companies grow"
Greenhouse is a leading applicant tracking system (ATS) and recruiting platform that combines candidate relationship management, structured interviewing, onboarding, and analytics. It offers AI-powered features, robust workflows, and over 400 integrations to help companies hire better and more efficiently.
Ideal for: Mid-market to enterprise companies seeking a comprehensive recruiting platform with structured hiring, DE&I tools, and extensive integrations.
Industry-leading structured interviewing and scorecards
Comprehensive DE&I tools to mitigate hiring bias
Over 400 integrations with HR and recruiting tools
AI-powered scheduling and candidate matching
Learn more at
greenhouse.io
See exactly which data objects transfer from Orion to Greenhouse
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Greenhouse.
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