WorksOrbit CRM

Outer orbit • Customers

Track customers and pipeline without the bloat. Contacts, organizations, and deals in a simple system that stays in sync with your Directory — and hands off cleanly to Jobs, Commissions, and Invoicing.

Contacts & Organizations

Store customers, leads, and accounts in one place. Pulls from the shared Directory in Essentials.

Deal Pipeline

Kanban boards for leads → opportunities → closed. Drag-and-drop stages with probability and value.

Activity Timeline

Notes, calls, meetings, and emails on a clean timeline per contact/deal.

Reminders & Follow-ups

Set nudges for people or deals. Notifications roll up through Essentials.

Basic Reporting

Deal count, pipeline value, and win/loss. Export-ready for analysis elsewhere.

Access & Audit

Role-based permissions via Essentials. Every change leaves an audit trail.

Connected to your nucleus

Essentials is the bond. It ties CRM to the rest of your orbit so handoffs are automatic and auditable.

Customers ↔ CRM

Unified DirectoryOrbit Dashboard

Single source of truth for relationships and pipeline.

Sales ↔ Commissions

NotificationsBilling

Closed–won deals feed commission rules automatically.

Work ↔ Job Management

Docs & Support

Kick off jobs/projects from won deals with context intact.

Money ↔ Invoicing & Payments

Billing & Subscriptions

Create invoices from won deals; reconcile payments downstream.

Typical flows

How data moves when CRM is bonded through Essentials.

Deal → Job

A closed–won deal can create a Job with client context, owners, and deadlines prefilled.

Deal → Commissions

Commission rules apply automatically; managers can review/approve before payout.

Deal → Invoice

Generate an invoice with lines/terms from the deal; status syncs to eligibility for payouts.

Release window

Phase 1 (Foundations)

Target: Jan–Feb 2026

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

CRM is designed as an outer-orbit module. It relies on Essentials for identity, directory, notifications, billing, and audit. Handoffs to Jobs, Commissions, and Invoicing use first-party integrations only.