Orion
RealGeeks
Transfer contacts, deals, activities, and more from Orion to RealGeeks. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to RealGeeks 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)
All-in-one real estate marketing and CRM platform
Real Geeks is a comprehensive real estate lead generation platform providing IDX websites, CRM, Facebook marketing tools, and pay-per-click services. The platform helps agents and brokers generate leads, nurture relationships, and manage their sales pipeline.
IDX-integrated websites optimized for lead generation
"All-in-one real estate marketing and CRM platform"
Real Geeks is a comprehensive real estate lead generation platform providing IDX websites, CRM, Facebook marketing tools, and pay-per-click services. The platform helps agents and brokers generate leads, nurture relationships, and manage their sales pipeline.
Ideal for: Real estate agents and brokerages seeking an integrated solution for lead generation, website management, and client relationship nurturing.
IDX-integrated websites optimized for lead generation
Built-in Facebook marketing and ad creation tools
Drip email campaigns and SMS texting
Home valuation and property search tools
Learn more at
realgeeks.com
See exactly which data objects transfer from Orion to RealGeeks
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to RealGeeks.
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