Orion
Spotler CRM
Transfer contacts, companies, deals, and more from Orion to Spotler CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Spotler CRM 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
Prefer email? talk@ambrstack.com
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 marketer's CRM
Spotler CRM (formerly Really Simple Systems) is an easy-to-use cloud CRM designed for small and mid-sized B2B organizations. It offers customizable sales CRM, marketing tools, and service integrations with timeline-based contact management and workflow automation.
Free plan available with 100 accounts and 2 users
"The marketer's CRM"
Spotler CRM (formerly Really Simple Systems) is an easy-to-use cloud CRM designed for small and mid-sized B2B organizations. It offers customizable sales CRM, marketing tools, and service integrations with timeline-based contact management and workflow automation.
Ideal for: Small to medium-sized B2B companies seeking an affordable, user-friendly CRM with integrated marketing tools and excellent customer support.
Free plan available with 100 accounts and 2 users
Built-in email marketing with campaign tracking
GDPR compliant with cloud-based access
Extensive integrations including Mailchimp and Zapier
Learn more at
spotler.com
See exactly which data objects transfer from Orion to Spotler CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Spotler CRM.
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Prefer email? talk@ambrstack.com
