Orion
Keela
Transfer contacts, companies, activities, and more from Orion to Keela. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Keela 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)
Donor management software for nonprofits
Keela is a cloud-based donor management CRM designed specifically for nonprofit organizations, offering fundraising tools, donation forms, marketing automation, and analytics to help nonprofits build deeper donor relationships.
Smart Ask AI for personalized donation amounts
"Donor management software for nonprofits"
Keela is a cloud-based donor management CRM designed specifically for nonprofit organizations, offering fundraising tools, donation forms, marketing automation, and analytics to help nonprofits build deeper donor relationships.
Ideal for: Nonprofit organizations seeking an intuitive CRM with integrated fundraising, donor management, and marketing tools designed specifically for the nonprofit sector.
Smart Ask AI for personalized donation amounts
Integrated online donation forms with payment processing
Automated gift acknowledgment and tax receipts
Real-time reporting and dashboards
Learn more at
keela.co
See exactly which data objects transfer from Orion to Keela
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Keela.
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Prefer email? talk@ambrstack.com
