Sales overview
Start the day with the numbers that need attention.
Review pipeline, active leads, won revenue, collection health and conversion from the real OrbixEdge CRM dashboard.
In development · Private previews open
Every lead, from enquiry to delivered work.
Register your company, connect each brand site to the CRM through its own lead API, then follow every enquiry from coordination to orders, payments and the work your team delivers — on one record.
- 01 Multi-brand lead API
- 02 Sale through to delivery
- 03 Team accountability
Open pipeline$412,50024 active opportunities
8Follow-upsDue today
One connected record
Lead management that does not
stop at “deal won”.
Most systems stop at the moment a deal is marked won. OrbixEdge CRM is being designed to carry the same record further — into the order, the payment and the work your team still has to deliver. It is built by the same team behind our custom software development services.
Preview workspaceA coherent sales scenario across every screen.
148Active leads
$412.5kOpen pipeline
67%Contacted
94%Collected
Lead management
Keep every enquiry searchable and accountable.
Qualify leads with their source, status, brand and owner in the same working view your sales team uses.
Customer context
Keep the relationship attached to the work.
See people, companies, contact details and active engagement notes together in one dependable customer record.
Payment visibility
Follow every payment without losing context.
Connect invoices, methods, currencies and payment status to the customer and commercial record behind them.
Performance visibility
Understand momentum before the month ends.
Compare gross sales, refunds, net revenue, individual targets and variance with reporting designed for decisions.
Team intelligence
See which teams need support or more runway.
Connect departments, team revenue, refunds and target achievement without building another spreadsheet.
Actual OrbixEdge CRM interface, prepared as a marketing preview with fictional records and a consistent sales scenario. Final module scope may evolve during development.
Built for more than one brand
CRM software for businesses running more than one brand.
You register the company once. The users, roles, departments and teams belong to it — and every brand you trade under sits inside, sending its enquiries to the same pipeline without sharing one master key.
- Register the companyYour account holds the people, the permissions and the structure your business already works in.
- Give each brand its own keyA brand access token lets that site post leads to the CRM on its own, and it can be revoked without touching the others.
- Report per brand or across the groupFilter leads, orders, payments and targets down to one brand, or look at everything together in one view.
01Brand site
02Brand site
03Landing page
POST /api/leadsBrand access tokenOne lead pipeline
Amelia HartWebsite · Qualified
Daniel BrooksReferral · Contacted
Sophia ReedGoogle · Follow-up
On the roadmap
Next: the channels your leads already use.
Enquiries do not only arrive through a form any more. We are building lead capture and client messaging for the channels your customers open first, so a WhatsApp conversation lands on the same record as everything else.
Receive enquiries and reply to clients without leaving the lead record.
In developmentPull lead form submissions and page messages into the same pipeline.
In developmentTurn direct messages and enquiries into leads with their source attached.
In developmentThese channels are not part of the current preview. Availability and scope may change while the product is being built.
The connected record
Sales pipeline software
with the context attached.
Each module is useful on its own. The real value comes from carrying the same customer context from a new lead into the work, money and reporting around it.
Brands & lead API
Register every brand you run, issue it an access token and receive its enquiries straight into one pipeline.
APIper brand
Leads & sources
Capture enquiries with their brand, source, owner and status so the whole team works the same record.
148active leads
Orders & payments
Carry the agreed scope into orders, payment methods and currencies, then reconcile the payment against it.
94%collection rate
Tasks & delivery
Assign the sold work as dated tasks so every promise has a named owner and a due date.
23due this week
Users, roles & teams
Create users, set role-based access and organise departments, teams and their sales targets.
82%target progress
Reporting
Lead, order, invoice, payment, agent target and team target reporting built from the records themselves.
6+report views
A clearer sales flow
The next action stays attached to the opportunity.
- 01
Capture
Each brand posts its enquiries through the lead API — no re-keying, no spreadsheet imports.
- 02
Coordinate
The lead lands with an owner, status and source so the sales team works it together, not in separate inboxes.
- 03
Convert
Turn the agreed scope into an order on the customer record, with its payment method and currency.
- 04
Collect
Issue the invoice, take the payment and see it reconciled against the order it belongs to.
- 05
Deliver
Assign the sold work as dated tasks so what was promised has a named owner and a due date.
- 06
Report
Compare leads, orders, payments, agent targets and team targets to see what is actually working.
Reporting
Sales reports built from
the records, not exports.
Every report reads the same leads, orders, invoices and payments your team works in, so the numbers in a review are the numbers in the system. Each one can be filtered to a single brand, team or period.
Lead report
Volume, source, brand, owner and status movement, so you can see which channels actually produce work.
Order report
What was sold, against which brand and customer, and how the value is spread across the period.
Invoice report
What has been issued, what is part-paid and what is still outstanding against each account.
Payment report
Received payments by method, currency and date, reconciled against the order behind them.
Sales target report
Each agent against their target: gross sales, refunds, net, achievement percentage and variance.
Sales team report
The same comparison by team and department, so you can see who needs support or more runway.
Report scope is still being expanded while the product is in development.
Control without clutter
A workspace shaped around how your team operates.
Users, roles and access
Create users, assign roles and separate administration from the work each department and team actually needs to perform.
Targets and reporting
Connect individual and team targets with achieved sales, refunds, variance, brand performance and lead source results.
Structured business records
Keep brands, customers, orders, payments and delivery work in defined records instead of scattered messages and spreadsheets.
Product in active development
Private product preview
Help shape the CRM around real sales work.
We are speaking with teams that manage leads, follow-ups, orders and payments across disconnected tools. A private preview is a chance to show us your workflow and see the direction of the product. If you would rather talk through a bespoke build, book a consultation or read our case studies first.
What we’ll discuss
- Your current lead and sales workflow
- The records and reporting your team relies on
- Where hand-offs or repeated entry slow work down
- Which product areas should be prioritised first
Product questions
What to know before a preview.
01Is OrbixEdge CRM available now?
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The product is in active development. It is being built as a hosted service where you register a company account and manage your brands, users and sales work inside it. Private previews help us validate workflows and prioritise the right first release.
02How do leads get into the CRM?
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Each brand you register gets its own access token, so its website or landing page can post enquiries straight into the CRM through the lead API. Leads arrive already tagged with the brand and source they came from.
03Can one account run more than one brand?
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Yes. Brands sit inside your company account, sharing the same users, roles, departments and teams. Reporting can be filtered to a single brand or viewed across the whole group.
04Does it handle the work after the sale?
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That is the intent. An order carries its payment method and currency, the payment is reconciled against it, and the delivery work is assigned as dated tasks so the same record covers the sale and the work that follows.
05Do you support WhatsApp, Facebook and Instagram?
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Receiving leads and messaging clients on those channels is in active development and is not part of the current preview. We would rather show it working than promise a date.
06Is the information shown on this page customer data?
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No. The previews use a fictional but internally consistent sales scenario. No live customer or CRM account data is used on this marketing page.
