Source
Orion

Orion

Destination
RealtyJuggler

RealtyJuggler

CRM MigrationStarting at $500

Migrate from Orion to RealtyJuggler

Effortlessly & Accurately

Transfer contacts, deals, activities, and more from Orion to RealtyJuggler. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Orion to RealtyJuggler migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Orion vs RealtyJuggler

A quick look at both platforms to help you understand your migration path

Migrating from
Orion

Orion

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.

Omaha, Nebraska, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Financial ServicesWealth ManagementFinancial Advisory+2 more
Top Strength

Industry's most-adopted CRM for financial advisors (via Redtail)

Migrating to
RealtyJuggler

RealtyJuggler

Affordable real estate CRM for agents and brokers

RealtyJuggler is an affordable cloud-based real estate CRM designed for agents and brokers. It offers contact management, call scheduling, drip email campaigns, document storage, commission tracking, and team task management at a low annual cost.

Founded 2003
Fort Collins, Colorado, United States
Best for
Small Business
Industries
Real EstateReal Estate BrokerageResidential Real Estate+1 more
Top Strength

Very affordable at $179/year with no hidden fees

Your New CRM

Why RealtyJuggler is a great choice

RealtyJuggler

RealtyJuggler

"Affordable real estate CRM for agents and brokers"

RealtyJuggler is an affordable cloud-based real estate CRM designed for agents and brokers. It offers contact management, call scheduling, drip email campaigns, document storage, commission tracking, and team task management at a low annual cost.

Ideal for: Real estate agents and small brokerages seeking an affordable, straightforward CRM with essential contact and transaction management features.

Very affordable at $179/year with no hidden fees

90-day free trial - longest in the industry

Industries
Real EstateReal Estate BrokerageResidential Real Estate+1
Best For
Small Business

Drip email and letter campaigns

Commission and expense calculation

Learn more at

realtyjuggler.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Orion to RealtyJuggler

Orion
RealtyJuggler
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Orion to RealtyJuggler Migration FAQ

Common questions about migrating from Orion to RealtyJuggler.

Related Migration Paths

Explore other popular CRM migrations similar to Orion to RealtyJuggler

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Prefer email? talk@ambrstack.com