Orion
X2CRM
Transfer contacts, companies, deals, and more from Orion to X2CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Orion to X2CRM 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)
Open Source CRM and Workflow Automation
X2CRM is an open-source CRM platform offering sales, marketing, and customer service capabilities with a compact, blog-style interface and powerful workflow automation through X2Flow.
Founded by former SugarCRM CEO with deep CRM expertise
"Open Source CRM and Workflow Automation"
X2CRM is an open-source CRM platform offering sales, marketing, and customer service capabilities with a compact, blog-style interface and powerful workflow automation through X2Flow.
Ideal for: Businesses seeking a customizable open-source CRM with on-premise or cloud deployment, powerful workflow automation, and no licensing fees.
Founded by former SugarCRM CEO with deep CRM expertise
X2Flow visual workflow automation with API and Zapier integration
Available on GitHub, SourceForge, and Bitnami for easy deployment
Web lead capture with X2Identity browser fingerprinting technology
Learn more at
x2crm.com
See exactly which data objects transfer from Orion to X2CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Orion to X2CRM.
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