Orion
LeadSquared
Transfer contacts, companies, deals, and more from Orion to LeadSquared. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to LeadSquared 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)
AI-powered CRM for sales, service, and marketing
LeadSquared is a comprehensive AI-powered CRM and marketing automation platform that offers sales automation, lead management, marketing campaigns, and mobile CRM capabilities. It helps enterprises across education, healthcare, financial services, and real estate streamline lead capture, qualification, distribution, and conversion.
AI-powered lead scoring and qualification
"AI-powered CRM for sales, service, and marketing"
LeadSquared is a comprehensive AI-powered CRM and marketing automation platform that offers sales automation, lead management, marketing campaigns, and mobile CRM capabilities. It helps enterprises across education, healthcare, financial services, and real estate streamline lead capture, qualification, distribution, and conversion.
Ideal for: Mid-market to enterprise organizations in high-velocity sales environments seeking AI-powered lead management and marketing automation.
AI-powered lead scoring and qualification
135+ built-in reports and dashboards
Multi-channel marketing automation
Built-in dialer with call tracking and recording
Learn more at
leadsquared.com
See exactly which data objects transfer from Orion to LeadSquared
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to LeadSquared.
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