Module · CRM

Every customer relationship, in full context.

Customers, leads, follow-ups, and support tickets — tied directly to the sales and finance records that matter.

What's included

Everything you need to run crm

Centralized customer profiles

Every order, invoice, and conversation in one record.

Lead pipeline & follow-ups

Never lose track of a lead with automatic follow-up reminders.

Support ticket tracking

Log, assign, and resolve customer issues in one queue.

Communication history

See every call, email, and note tied to a customer.

Sales-to-support handoff

Context follows the customer between teams automatically.

Segmentation & tagging

Group customers by behavior, value, or region.

Works together with

Connected to every other module

CRM shares live data with the rest of Orbis, so nothing needs re-entering twice.

Ready to put crm on autopilot?

Start your 14-day free trial — no credit card required.