Skip to content

WorksOrbit CRM

Outer orbit • Customers

Manage customers and pipeline simply and efficiently. Centralize contacts, organizations, and deals in one system, always in sync with the Directory and smoothly integrated with Jobs, Commissions, and Invoicing.

Contacts & Organizations

Centralize customers, leads, and accounts in one place, automatically synced from the shared Directory in Essentials.

Deal Pipeline

Manage your pipeline with visual Kanban boards, from leads to closed deals. Drag-and-drop stages with estimated value and close probability for better forecasting.

Activity Timeline

Keep the full history of interactions (notes, calls, meetings, and emails) organized on a clear timeline per contact or deal.

Reminders & Follow-ups

Set reminders and follow-ups for people or deals, with notifications centralized so nothing falls through the cracks.

Basic Reporting

Get immediate visibility on deal count, pipeline value, and win/loss, with reports ready to export and analyze.

Access & Audit

Manage access with role-based permissions via Essentials and ensure full traceability with an audit record on every change.

Connected to your nucleus

Essentials is the bond. It connects CRM to the rest of your orbit so data flows automatically, consistently, and with full auditability.

Customers ↔ CRM
Unified DirectoryOrbit Dashboard

Single source of truth for customers, relationships, and pipeline, always in sync between CRM and the rest of the system.

Sales ↔ Commissions
NotificationsBilling

Closed-won deals feed commission rules automatically, ensuring accurate calculations and readiness for the next step.

Work ↔ Job Management
Docs & Support

Turn won deals into jobs or projects without losing context, documentation, or traceability.

Money ↔ Invoicing & Payments
Billing & Subscriptions

Generate invoices from won deals and reconcile payments automatically across the full flow.

Typical flows

How data flows when CRM is connected through Essentials.

Deal → Job

A closed-won deal automatically creates a job with full client context, owners, and key dates already defined.

Deal → Commissions

Commissions are calculated automatically from the deal, with review and approval flows before payout.

Deal → Invoice

Generate invoices directly from the deal, keeping terms, status, and payment eligibility in sync.

Release window

Phase 1 (Foundations)

Target: Jan–Feb 2026

  • Contacts & accounts
  • Deal pipeline & stages
  • Activity logging
  • Reminders & basic reports

CRM launches as an outer-orbit module, natively connected to Essentials from day one. Essentials is the shared foundation for identity, directory, notifications, billing, and audit, so data flows automatically and reliably to Jobs, Commissions, and Invoicing via first-party integrations only.