Source
Orion

Orion

Destination
SuiteCRM

SuiteCRM

CRM MigrationStarting at $500

Migrate from Orion to SuiteCRM

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Orion to SuiteCRM. 12 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 SuiteCRM 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 SuiteCRM

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
SuiteCRM

SuiteCRM

Open source CRM for the world

SuiteCRM is the world's most popular open-source CRM solution, offering complete sales, marketing, and service functionality with full customization capabilities and no licensing costs.

Founded 2013
Stirling, Scotland, United Kingdom
Best for
Small BusinessMid-MarketEnterprise
Industries
TechnologyProfessional ServicesHealthcare+2 more
Top Strength

Completely free and open-source

Your New CRM

Why SuiteCRM is a great choice

SuiteCRM

SuiteCRM

"Open source CRM for the world"

SuiteCRM is the world's most popular open-source CRM solution, offering complete sales, marketing, and service functionality with full customization capabilities and no licensing costs.

Ideal for: Organizations seeking a feature-rich, fully customizable CRM without licensing fees and with complete control over their data and deployment.

Completely free and open-source

Highly customizable modules and workflows

Industries
TechnologyProfessional ServicesHealthcare+2
Best For
Small BusinessMid-MarketEnterprise

Self-hosted or cloud deployment options

Active community and extensive documentation

Learn more at

suitecrm.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Orion to SuiteCRM

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

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Supported
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

Orion to SuiteCRM Migration FAQ

Common questions about migrating from Orion to SuiteCRM.

Related Migration Paths

Explore other popular CRM migrations similar to Orion to SuiteCRM

Reverse Migration

Need to go the other way? We support bidirectional migrations.

SuiteCRM → Orion

Ready to get started?

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Prefer email? talk@ambrstack.com