Source
Orion

Orion

Destination
Vocus

Vocus

CRM MigrationStarting at $500

Migrate from Orion to Vocus

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Orion to Vocus. 9 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 Vocus 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 Vocus

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
Vocus

Vocus

Comprehensive PR and Marketing Software

Vocus was a cloud-based public relations and marketing software platform providing media database access, press release distribution, social media monitoring, and campaign analytics for communications professionals.

Founded 1992
Beltsville, Maryland
Best for
Small BusinessMid-MarketEnterprise
Industries
Public RelationsMarketingCommunications+1 more
Top Strength

Media database of 400,000+ journalists and bloggers

Your New CRM

Why Vocus is a great choice

Vocus

Vocus

"Comprehensive PR and Marketing Software"

Vocus was a cloud-based public relations and marketing software platform providing media database access, press release distribution, social media monitoring, and campaign analytics for communications professionals.

Ideal for: Communications professionals and PR agencies who needed media database access, press release distribution, and social media monitoring (now part of Cision).

Media database of 400,000+ journalists and bloggers

Press release distribution via PRWeb

Industries
Public RelationsMarketingCommunications+1
Best For
Small BusinessMid-MarketEnterprise

Social media monitoring and analytics

Help a Reporter Out (HARO) service

Learn more at

vocus.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Orion to Vocus

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

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

Orion to Vocus Migration FAQ

Common questions about migrating from Orion to Vocus.

Related Migration Paths

Explore other popular CRM migrations similar to Orion to Vocus

Reverse Migration

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

Vocus → Orion

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com