Source
Orion

Orion

Destination
Zoho Recruit

Zoho Recruit

CRM MigrationStarting at $500

Migrate from Orion to Zoho Recruit

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Orion to Zoho Recruit. 10 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 Zoho Recruit 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 Zoho Recruit

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
Zoho Recruit

Zoho Recruit

One Stop Recruitment Solution

Zoho Recruit is a cloud-based applicant tracking system and recruitment CRM designed for staffing agencies and corporate HR teams, offering resume parsing, candidate tracking, interview scheduling, and job board integrations.

Founded 2009
Chennai, India
Best for
Small BusinessMid-Market
Industries
RecruitingStaffingHR+1 more
Top Strength

Combined ATS and Candidate Relationship Management platform

Your New CRM

Why Zoho Recruit is a great choice

Zoho Recruit

Zoho Recruit

"One Stop Recruitment Solution"

Zoho Recruit is a cloud-based applicant tracking system and recruitment CRM designed for staffing agencies and corporate HR teams, offering resume parsing, candidate tracking, interview scheduling, and job board integrations.

Ideal for: Staffing agencies and corporate HR teams seeking an affordable, feature-rich ATS and recruitment CRM with AI-powered candidate matching and extensive job board integrations.

Combined ATS and Candidate Relationship Management platform

AI-powered resume parsing and candidate matching

Industries
RecruitingStaffingHR+1
Best For
Small BusinessMid-Market

Customizable career sites and branded job pages

Integration with 75+ job boards for multiposting

Learn more at

zoho.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Orion to Zoho Recruit

Orion
Zoho Recruit
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
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 Zoho Recruit Migration FAQ

Common questions about migrating from Orion to Zoho Recruit.

Related Migration Paths

Explore other popular CRM migrations similar to Orion to Zoho Recruit

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