Orion
LeadSimple
Transfer contacts, companies, deals, and more from Orion to LeadSimple. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to LeadSimple 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)
Property management CRM and workflow automation
LeadSimple is a CRM and workflow automation platform built specifically for property management companies, providing tools for lead management, process automation, shared inbox communications, and VoIP integration. It helps property managers track owner, tenant, and referral prospects while automating workflows with pre-built templates.
Purpose-built for property management industry
"Property management CRM and workflow automation"
LeadSimple is a CRM and workflow automation platform built specifically for property management companies, providing tools for lead management, process automation, shared inbox communications, and VoIP integration. It helps property managers track owner, tenant, and referral prospects while automating workflows with pre-built templates.
Ideal for: Property management companies seeking a specialized CRM with workflow automation and communication tools to manage owners, tenants, and referral partners.
Purpose-built for property management industry
50+ pre-built lead stages and workflows
Over 80 email and text templates
Shared inbox for team collaboration
Learn more at
leadsimple.com
See exactly which data objects transfer from Orion to LeadSimple
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to LeadSimple.
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