Like the sales assistant your team never had
Orion CRM does the busy work for you, so you can focus on growing your service business.
Built on Principles You Can Trust
Build the Exact CRM
Your Business Needs
Stop forcing your process into a rigid CRM. With Orion's powerful custom objects and fields, you can model any data structure and create complex relationships to perfectly match your unique workflow.
- Create unlimited custom objects and fields.
- Model complex relationships between records.
- Customize field types: text, number, currency, date, and more.
- Design a flexible schema that grows with your business.
“Orion's flexibility is unmatched. We were able to build a completely custom data model that mirrors our complex sales process perfectly. No other CRM could do that for us.”
Elena Petrova
VP of Operations, ScaleUp Solutions
Streamline Workflows
and Boost Productivity
Keep your team in sync with integrated notes, tasks, and workflows. Comment on records, assign duties, and track progress all in one place to eliminate communication gaps and keep projects moving forward.
- Collaborate with comments on Notes and Tasks.
- Organize work with advanced task management.
- Automate processes with powerful workflow tools.
- Share records and views with your team seamlessly.
“Our team's communication has never been better. With everything tracked in Orion, we've eliminated endless email chains and our project delivery time has improved by 40%.”
Marcus Chen
Project Manager, Innovate Inc.
Manage Your Data
with Power and Precision
Effortlessly manage your data with powerful tools. From bulk imports to custom views and advanced search, Orion gives you complete control over your information.
- Import data from CSV or Excel with smart field mapping.
- Create and save custom Table and Kanban views.
- Perform mass record updates and bulk edits instantly.
- Use Advanced Quick Search to find any record in seconds.
“The ability to create saved, filtered views for each of our teams has been a game-changer. Everyone sees exactly what they need, and nothing they don't.”
Samantha Lee
Head of Sales, QuantumLeap Corp
Finally, a CRM that works for you
Setup in Minutes
Customize Orion your way. Get started fast with an intuitive interface that's both simple and powerful.
Connect Everything
Link Orion with your essential tools. Emails, calendars, sales apps – all unified for a clear view.
Teamwork, Elevated
Collaborate seamlessly in Orion. Share notes, manage tasks together, and keep everyone in sync.
Insights to Action
Make data-driven decisions with Orion. Clear visualizations help you spot opportunities and act fast.
Tailor Your CRM to Your Unique Business Flow
Effortlessly manage all your important information. Whether it's customer details, project specifics, or unique business data, our flexible objects adapt to you.
Discover Flexible Data Modeling
Ready to Dive In? Explore Our Interactive Setup Guide!
Get up and running in minutes. Our step-by-step interactive guide makes configuration a breeze, showing you exactly how to tailor the platform to your needs.