Orion
Trail Blazer
Transfer contacts, companies, activities, and more from Orion to Trail Blazer. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to Trail Blazer 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)
Complete CRM for nonprofits and political campaigns
Trail Blazer is a cloud-based CRM platform designed for nonprofit organizations, political campaigns, and PACs, providing donor management, fundraising tools, event planning, volunteer tracking, and targeted communication capabilities.
Complete donor management with pledge and relationship tracking
"Complete CRM for nonprofits and political campaigns"
Trail Blazer is a cloud-based CRM platform designed for nonprofit organizations, political campaigns, and PACs, providing donor management, fundraising tools, event planning, volunteer tracking, and targeted communication capabilities.
Ideal for: Nonprofit organizations and political campaigns seeking an affordable CRM for donor management, fundraising, event planning, and targeted outreach.
Complete donor management with pledge and relationship tracking
DonorSearch wealth screening integration for major gift identification
Corporate matching donation tracking and management
Mass email and direct mail campaign functionality
Learn more at
trailblz.com
See exactly which data objects transfer from Orion to Trail Blazer
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to Trail Blazer.
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Prefer email? talk@ambrstack.com
