All the tools your business needs. One platform.
From CRM and WhatsApp AI to inventory, HR, and analytics — Orbix brings everything together so you can focus on growth.
Orbix CRM
Close more deals with intelligent pipeline management
A full-featured customer relationship management system with lead scoring, pipeline tracking, invoicing, and automated follow-ups. Manage your entire sales cycle from first contact to closed deal.
- Increase deal close rate by up to 40%
- Reduce manual data entry by 80%
- Full visibility into team performance
- Automated follow-ups so no lead falls through the cracks
- Unified view of every customer interaction
Key Capabilities
Lead Management
Capture, score, and prioritize leads automatically. Track every interaction from first touch to conversion.
Pipeline & Deals
Visual sales pipeline with drag-and-drop stages. Forecast revenue and identify bottlenecks instantly.
Customer 360
Centralized customer profiles with full interaction history, purchase records, and contact details.
Invoicing & Payments
Create professional invoices, track payments, and manage product catalogs directly from the CRM.
Follow-up Automation
Never miss a follow-up. Automated reminders, scheduled tasks, and smart notifications keep your team on track.
Activity & Audit Log
Complete audit trail of every action — calls, emails, deals updated. Full transparency for managers.
Sample Use Cases
Real Estate Agency
Challenge
A property firm receives 200+ enquiries per month from portals, walk-ins, and referrals. Agents track leads in spreadsheets, and follow-ups are inconsistent.
Result
With Orbix CRM, every enquiry is auto-captured, scored by budget and intent, and assigned to the nearest agent. Automated follow-up reminders increased site-visit conversion by 35%.
B2B SaaS Company
Challenge
A software startup's sales team juggles demos, trials, and renewals across email threads. There's no visibility into which deals are likely to close this quarter.
Result
The visual pipeline shows every deal by stage, and AI-predicted close dates help the founder forecast revenue accurately. Monthly deal velocity improved by 28%.
Wholesale Distributor
Challenge
A distributor with 500+ retail clients needs to manage repeat orders, outstanding invoices, and seasonal promotions.
Result
Customer 360 profiles show order history and payment status at a glance. Automated invoice reminders reduced overdue payments by 45%.
WhatsApp AI Assistant
Turn WhatsApp conversations into qualified leads
AI-powered WhatsApp integration that qualifies leads, answers FAQs, and routes conversations to the right agent — 24/7. Analyze sentiment, extract intent, and never miss a sales opportunity.
- Respond to leads 24/7 without additional headcount
- Qualify leads automatically before human handoff
- Reduce response time from hours to seconds
- Analyze every conversation for actionable insights
- Scale WhatsApp support without scaling costs
Key Capabilities
AI Lead Qualification
Automatically qualify leads based on conversation context, budget signals, and purchase intent.
Smart Routing
Route conversations to the right agent based on language, topic, urgency, or customer segment.
Sentiment Analysis
Real-time sentiment detection helps agents prioritize unhappy customers and high-intent buyers.
Template Messages
Pre-approved WhatsApp templates for follow-ups, promotions, and order updates. Send at scale.
Conversation Analytics
Track response times, resolution rates, and agent performance across all WhatsApp conversations.
Multi-agent Inbox
Shared team inbox with assignments, internal notes, and collision detection.
Sample Use Cases
D2C Fashion Brand
Challenge
A clothing brand gets 1,000+ WhatsApp messages daily — size queries, order status, return requests — and 3 agents can't keep up.
Result
The AI assistant handles 70% of FAQs instantly (size charts, delivery timelines, return policy). Human agents now focus only on complex queries, cutting response time from 4 hours to under 2 minutes.
Education Consultancy
Challenge
A study-abroad consultancy receives enquiries in English, Hindi, and Arabic. Routing to the right counselor takes time, and leads go cold.
Result
Smart routing detects language and intent, forwarding visa queries to immigration experts and course enquiries to academic advisors. Lead-to-enrollment rate jumped 22%.
Healthcare Clinic Chain
Challenge
Patients message to book appointments, ask about test results, and request prescription refills — all via WhatsApp.
Result
AI qualifies appointment requests by specialty and urgency, books slots automatically, and sends confirmation templates. Front-desk call volume dropped by 60%.
Orbix Inventory
Real-time stock management and POS
Manage products, stock levels, suppliers, and point-of-sale from a single dashboard. Track inventory across locations, automate reorder alerts, and generate purchase orders.
- Eliminate stockouts with smart alerts
- Reduce inventory carrying costs
- Speed up checkout with integrated POS
- Track every item from purchase to sale
- Data-driven purchasing decisions
Key Capabilities
Product Catalog
Manage products with variants, pricing tiers, images, and detailed specifications.
Stock Tracking
Real-time stock levels across locations. Low-stock alerts and automatic reorder suggestions.
Point of Sale
Fast, intuitive POS system with barcode scanning, discounts, and multiple payment methods.
Purchase Orders
Create and track purchase orders to suppliers. Manage supplier relationships and pricing.
Supplier Management
Maintain supplier directory with contact details, payment terms, and order history.
Reports & Analytics
Sales reports, stock valuation, and inventory turnover analytics.
Sample Use Cases
Multi-location Retail Store
Challenge
A retailer with 5 outlets manually tracks stock in Excel. Transfers between stores are untracked, and year-end audits reveal significant discrepancies.
Result
Real-time stock tracking across all locations with inter-store transfer logs. Stockout incidents dropped by 65%, and annual audit discrepancies were reduced to near-zero.
Restaurant Chain
Challenge
A restaurant group needs to track perishable ingredients, manage supplier orders, and reconcile daily sales with inventory consumption.
Result
Low-stock alerts trigger automatic purchase orders to suppliers. The POS integration deducts ingredients per menu item sold, giving real-time food cost visibility.
Electronics Distributor
Challenge
A distributor carries 2,000+ SKUs across multiple warehouses. Manual reordering leads to overstocking on slow items and stockouts on fast movers.
Result
Inventory turnover analytics identify fast and slow movers. Auto-reorder suggestions based on sales velocity reduced carrying costs by 20% while maintaining 98% fill rate.
Orbix HRM
Complete human resource management
Employee directory, attendance tracking, leave management, payroll processing, and hiring pipeline — all in one place. Automate HR workflows and focus on your people.
- Eliminate spreadsheet-based HR management
- Automate payroll calculations and payslips
- Streamline hiring with structured pipeline
- Track attendance and leave digitally
- Organization-scoped for multi-tenant safety
Key Capabilities
Employee Directory
Central employee profiles with department, designation, employment type, salary, and document management.
Attendance
Daily and monthly attendance tracking with bulk marking, calendar view, and CSV export.
Leave Management
Leave requests with policies, balance tracking, and one-click approval workflow.
Payroll
Salary processing with allowances, deductions, statutory compliance, and payslip PDF generation.
Hiring Pipeline
Job postings, applicant tracking through stages — Applied, Screening, Interview, Offered, Hired.
HR Dashboard
Real-time view of headcount, attendance, pending leaves, payroll totals, and department distribution.
Sample Use Cases
Growing Startup (50-200 employees)
Challenge
A tech startup doubled headcount in 6 months. The HR manager tracks attendance in Google Sheets, processes payroll manually, and loses applicant resumes in email.
Result
Orbix HRM centralized all employee data, automated payroll calculations with tax deductions, and provided a hiring pipeline that reduced time-to-hire from 45 to 28 days.
Manufacturing Company
Challenge
A factory with 300 workers across shifts needs accurate attendance records for payroll. Manual registers lead to disputes and delayed salary processing.
Result
Bulk attendance marking by shift, automatic overtime calculation, and payslip generation reduced payroll processing from 5 days to 1 day per month.
Professional Services Firm
Challenge
A consulting firm needs to track employee utilization, manage leave policies by seniority, and onboard new hires with proper documentation.
Result
Custom leave policies by designation, digital onboarding checklists, and department-wise headcount dashboards gave HR full visibility. Employee onboarding time reduced by 40%.
Orbix Helpdesk
Resolve customer issues faster with AI-assisted support
Ticket management system with SLA tracking, priority routing, and AI-suggested responses. Deliver faster, better support across all channels.
- Reduce average resolution time by 50%
- AI-assisted responses for faster replies
- SLA compliance tracking and alerts
- Self-service knowledge base reduces ticket volume
- Unified queue across all support channels
Key Capabilities
Ticket Management
Create, assign, and track support tickets with priority levels, categories, and SLA timers.
AI Response Suggestions
AI analyzes ticket content and suggests relevant responses from your knowledge base.
SLA Tracking
Define SLAs by priority and category. Automated escalation when deadlines approach.
Knowledge Base
Build a self-service knowledge base with articles, FAQs, and searchable documentation.
Agent Performance
Track resolution time, customer satisfaction, ticket volume, and agent workload.
Multi-channel Support
Tickets from WhatsApp, email, and web forms — all in one unified queue.
Sample Use Cases
SaaS Platform
Challenge
A SaaS company receives 150+ support tickets daily. Priority tickets (downtime, billing) get buried alongside low-priority feature requests, breaching SLAs.
Result
SLA-based auto-prioritization and escalation rules ensure critical tickets are addressed first. AI suggests solutions from the knowledge base, resolving 30% of tickets without human intervention.
E-commerce Marketplace
Challenge
An online marketplace handles complaints from both buyers and sellers — refund requests, shipping issues, and account disputes — across email, WhatsApp, and web forms.
Result
Multi-channel tickets flow into a unified queue. Category-based routing sends payment issues to finance and shipping issues to logistics. Average resolution time dropped from 48 to 12 hours.
Telecom Provider
Challenge
A regional ISP's support team handles network complaints, billing queries, and new connection requests. Customers repeat their issue to multiple agents.
Result
Complete ticket history prevents customers from repeating themselves. The knowledge base handles common queries (plan details, reset instructions), reducing ticket volume by 25%.
Orbix Analytics
Data-driven decisions with real-time dashboards
Comprehensive analytics and reporting across all Orbix modules. Custom dashboards, scheduled reports, and AI-powered insights help you understand your business at a glance.
- Make data-driven decisions faster
- Identify trends and anomalies with AI
- Unified metrics across all modules
- Automated reports save hours weekly
- Share insights with stakeholders easily
Key Capabilities
Custom Dashboards
Build dashboards with drag-and-drop widgets. Sales, support, HR, and inventory metrics in one view.
Sales Analytics
Revenue trends, conversion funnels, deal velocity, and team performance reports.
Customer Insights
Customer lifetime value, churn prediction, and segment analysis.
Scheduled Reports
Automated email reports — daily, weekly, or monthly — delivered to your inbox.
Export & Share
Export charts and data to PDF, CSV, or share dashboards with team members.
AI Insights
AI highlights trends, anomalies, and opportunities you might miss.
Sample Use Cases
Retail Chain CEO
Challenge
The CEO of a 10-store retail chain reviews performance in spreadsheets compiled manually by each store manager. Data is always a week old and inconsistent.
Result
A single dashboard shows real-time sales, inventory turns, and employee attendance across all stores. AI flagged an underperforming store early, leading to corrective action that recovered 15% revenue.
Sales VP at a B2B Company
Challenge
The VP of Sales needs weekly pipeline reports, monthly conversion analysis, and quarterly revenue forecasts — currently assembled by a sales ops analyst.
Result
Scheduled reports auto-deliver every Monday. The conversion funnel widget revealed a bottleneck at the proposal stage, prompting a process change that improved close rates by 18%.
Marketing Manager
Challenge
A marketing team runs campaigns across channels but cannot attribute leads to specific campaigns or measure cost-per-acquisition.
Result
Lead source tracking tied to CRM data shows which campaigns generate qualified leads. The team reallocated 30% of budget from underperforming channels, improving ROI by 2.4x.
Orbix Dealership
Manage dealer networks and margins
Onboard and manage dealers with territories, tiered pricing, and performance tracking. Track dealer margins, orders, and inventory allocation across your network.
- Structured dealer onboarding and management
- Automated margin and pricing calculations
- Territory-based conflict prevention
- Real-time dealer performance visibility
- Self-service dealer portal reduces overhead
Key Capabilities
Dealer Onboarding
Onboard dealers with profiles, territories, and contact details. Track dealer tiers and performance.
Tiered Pricing
Configure dealer-specific pricing tiers, volume discounts, and margin structures.
Order Management
Track dealer orders, fulfillment status, and payment collection.
Territory Management
Assign and manage geographic territories to prevent dealer conflicts.
Performance Tracking
Monitor dealer sales, target achievement, and growth trends.
Dealer Portal
Self-service portal for dealers to place orders, view inventory, and track shipments.
Sample Use Cases
Consumer Electronics Brand
Challenge
A brand with 200 dealers nationwide manages orders via phone calls and email. Pricing disputes arise because different sales reps quote different rates.
Result
Tiered pricing is locked by dealer category (Gold, Silver, Bronze). The dealer portal lets dealers place orders at their assigned price tier, eliminating disputes and reducing order processing time by 60%.
FMCG Distributor
Challenge
A distributor supplies to 500+ dealers across 3 states. Territory overlaps cause dealer conflicts, and there's no visibility into which dealers are growing vs. declining.
Result
Territory mapping eliminated overlaps. Performance dashboards show quarter-over-quarter growth by dealer, helping the distributor identify and nurture high-potential partners.
Automotive Parts Manufacturer
Challenge
A parts manufacturer wants to onboard new dealers but the manual paperwork process takes 2-3 weeks per dealer.
Result
Digital dealer onboarding with document upload and auto-approval workflows reduced onboarding time to 3 days. The manufacturer added 40 new dealers in one quarter.
Orbix Automations
Automate workflows across your entire business
Build trigger-based automations that connect CRM, WhatsApp, inventory, and HR modules. Send notifications, update records, and trigger actions when conditions are met.
- Eliminate repetitive manual tasks
- Connect all modules with automated workflows
- Reduce human error in business processes
- Full visibility into automation execution
- Pre-built templates for quick setup
Key Capabilities
Trigger-based Workflows
Set up automations triggered by events — new lead, deal stage change, low stock, leave approved.
Multi-channel Notifications
Send WhatsApp messages, emails, or in-app notifications automatically when conditions are met.
Record Updates
Automatically update records across modules when triggers fire — no manual intervention.
Conditional Logic
Build complex workflows with if/else conditions, delays, and branching paths.
Automation Logs
Full audit trail of every automation run — what triggered, what actions were taken, and outcomes.
Templates
Pre-built automation templates for common workflows — lead nurture, payment reminders, onboarding.
Sample Use Cases
Lead Nurture Sequence
Challenge
A real estate company captures leads from multiple sources but agents forget to follow up after the first call. Leads go cold within days.
Result
An automation sends a WhatsApp message 2 hours after lead capture, a follow-up email on day 3, and reassigns the lead to a senior agent if no response by day 7. Lead engagement rate increased by 45%.
Inventory Reorder Alerts
Challenge
A retailer's warehouse team manually checks stock levels daily. By the time they notice a low-stock item, it's already out of stock for 2-3 days.
Result
An automation triggers when stock drops below the minimum threshold — it sends a WhatsApp alert to the purchase manager and auto-generates a draft purchase order. Stockout duration reduced to zero.
Employee Onboarding Workflow
Challenge
When a new hire joins, HR must create accounts, assign equipment, send welcome emails, and schedule orientation — often missing steps.
Result
A hiring pipeline stage change to 'Hired' triggers a workflow: IT gets an equipment request, HR sends the welcome packet, and the manager gets a calendar invite for orientation. Nothing falls through the cracks.
Orbix Announcements
Keep your team aligned with structured communication
Create and distribute announcements across your organization. Target specific departments or the entire team. Track read receipts and engagement.
- Replace email chains with structured communication
- Target the right audience with department filtering
- Track engagement with read receipts
- Schedule announcements for optimal timing
- Centralized company communication hub
Key Capabilities
Org-wide Announcements
Broadcast important updates, policy changes, and news to your entire organization.
Department Targeting
Target announcements to specific departments, teams, or roles.
Read Receipts
Track who has read each announcement. Follow up with those who haven't.
Rich Content
Support for formatted text, images, file attachments, and links.
Pinned Announcements
Pin critical announcements to the top of the feed for visibility.
Scheduled Publishing
Schedule announcements to publish at specific dates and times.
Sample Use Cases
Company Policy Update
Challenge
An HR team needs to communicate a revised leave policy to all 300 employees. Previous email announcements had only 40% open rates, and employees claimed they never received the update.
Result
A pinned announcement targeted to all employees with read receipts achieved 95% read rate within 48 hours. HR followed up directly with the remaining 5% who hadn't read it.
Product Launch Coordination
Challenge
A company launching a new product needs to brief sales, marketing, and support teams with different information — pricing for sales, messaging for marketing, and FAQ for support.
Result
Three department-targeted announcements delivered the right information to each team simultaneously. Scheduled publishing ensured all teams received their brief at 9 AM on launch day.
Remote Team Communication
Challenge
A fully remote company with employees across 4 time zones struggles with important messages getting lost in Slack channels and email threads.
Result
Critical updates are posted as pinned announcements with read receipts. Weekly company updates are scheduled to publish at the start of each team's workday, ensuring visibility across time zones.
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