Orion
SuperOffice
Transfer contacts, companies, deals, and more from Orion to SuperOffice. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to SuperOffice 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)
Build sustainable customer relationships
SuperOffice is a European B2B CRM solution that helps businesses foster sustainable customer relationships. It offers comprehensive sales, marketing, and customer service tools with native mobile apps and deep integrations with Microsoft Office 365 and ERP systems.
Deep Microsoft Office 365 and Outlook integration
"Build sustainable customer relationships"
SuperOffice is a European B2B CRM solution that helps businesses foster sustainable customer relationships. It offers comprehensive sales, marketing, and customer service tools with native mobile apps and deep integrations with Microsoft Office 365 and ERP systems.
Ideal for: European B2B companies with 50-500 employees seeking a GDPR-compliant CRM with strong Microsoft integration and localized support.
Deep Microsoft Office 365 and Outlook integration
GDPR compliance with consent management tools
Native iOS and Android mobile apps
Quote management and sales guides
Learn more at
superoffice.com
See exactly which data objects transfer from Orion to SuperOffice
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to SuperOffice.
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