
Orion

Practice by Numbers
Transfer contacts, activities, and more from Orion to Practice by Numbers. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Practice by Numbers 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)

Founded by dentists - Built for dentists
Practice by Numbers is an all-in-one dental software platform that combines analytics, patient communication, reputation management, and practice management tools. It helps dental practices streamline operations, improve patient relationships, and drive sustainable growth through actionable insights and automation.
Purpose-built for dental industry by dental professionals

"Founded by dentists - Built for dentists"
Practice by Numbers is an all-in-one dental software platform that combines analytics, patient communication, reputation management, and practice management tools. It helps dental practices streamline operations, improve patient relationships, and drive sustainable growth through actionable insights and automation.
Ideal for: Dental practices and groups seeking an integrated platform for analytics, patient communication, and practice management from a vendor with dental expertise.
Purpose-built for dental industry by dental professionals
All-in-one platform eliminating multiple software vendors
Automated patient follow-up sequences and two-way texting
Comprehensive analytics and business intelligence
Learn more at
practicenumbers.com
See exactly which data objects transfer from Orion to Practice by Numbers


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Practice by Numbers.
Explore other popular CRM migrations similar to Orion to Practice by Numbers

Need to go the other way? We support bidirectional migrations.
Practice by Numbers → OrionJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com