01Know
Companies & contacts
Complete relationship records with inline editing, linked work, activity history, and stacked creation flows.
ORB-02ORB / SYSTEM 02
Product universe / CRM
Launching soonCapture · Convert · Grow
See the entire customer motion.
Run the customer lifecycle from first signal to signed contract with connected companies, contacts, leads, deals, quotes, campaigns, conversations, and service activity.
15customer capabilities
4conversation channels
360°account context
Live signals Context linked
SYS 02CONNECTED
Product surface / Live context
Built deep enough to run the work.
Revenue context travels with delivery instead of disappearing at handoff. The surface below reflects the working detail available inside this part of the system.
Revenue command
Pipeline
Open pipeline$1.84m↗ 12.4%
Weighted$938k51% confidence
Closing this month$420k8 opportunities
Forecast movementLast 12 weeks
Capability field / 01 / 06
One module. No shallow edges.
Each capability shares identity, workflow, history, search, automation, and governance with the rest of Orbyna.
02Qualify
Leads & qualification
Capture from forms, assign ownership, manage sources, automate follow-up, and convert qualified demand.
03Convert
Deals & pipelines
Multiple configurable pipelines with value, probability, stages, forecasts, close dates, and audit history.
04Propose
Quotes & products
Product catalogues, line items, discounts, tax, status tracking, and deal-linked commercial proposals.
05Acquire
Campaigns & forms
Embedded lead capture, field mapping, campaign attribution, submissions, and performance visibility.
06Retain
Conversations & contracts
Email, SMS, calls, WhatsApp, meetings, activities, renewals, and expiry alerts in one timeline.
Operating sequence
From first signal to permanent record.
Collect demand from forms, campaigns, conversations, imports, or manual entry. Every step retains ownership, status, evidence, and history.
PHASE 01
Capture
Collect demand from forms, campaigns, conversations, imports, or manual entry.
PHASE 02
Qualify
Enrich the relationship, assign an owner, and progress the lead with a clear history.
PHASE 03
Convert
Move opportunity through pipeline, proposal, negotiation, and agreement.
PHASE 04
Deliver
Create connected work and preserve every promise through project delivery.
ORB-02CRMCONNECTED SYSTEM
Native connections
This module never works alone.
Orbyna shares context across systems while preserving the boundaries, owners, and controls each team needs.
PRIVATE PREVIEW
Put crm in the wider operating picture.
Join the preview to explore how this system connects with the rest of Orbyna.