Orion
Shape
Transfer contacts, companies, deals, and more from Orion to Shape. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Shape 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)
The all-in-one business management solution
Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.
Built-in click-to-dial and SMS with 10DLC compliance
"The all-in-one business management solution"
Shape is a sales and marketing automation CRM platform offering lead management, built-in calling and texting, email campaigns, and AI-powered analytics. It serves industries like mortgage, insurance, legal, and real estate.
Ideal for: Sales teams in regulated industries needing an all-in-one CRM with built-in communication tools, compliance features, and AI-powered lead scoring.
Built-in click-to-dial and SMS with 10DLC compliance
AI-powered call analysis, scoring, and summarization
SOC 2, HIPAA, and PIPEDA compliance certifications
CRO-optimized landing pages and lead funnels
Learn more at
setshape.com
See exactly which data objects transfer from Orion to Shape
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Shape.
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