CRM
Records
Section titled “Records”- Leads — unqualified interest, the entry point before something becomes a real opportunity.
- Opportunities — a qualified deal in progress, carrying its own stage, actual value, and link back to the lead it came from (when it came from one).
- Contacts — people, independent of which company/customer record they’re tied to.
- Customers — the account-level record an Opportunity or Sales Order ultimately belongs to.
- Activities — calls, meetings, notes, and tasks logged against any of the above, feeding a shared activity timeline.
Pipeline board
Section titled “Pipeline board”A Kanban-style pipeline view for Opportunities — drag a deal between stages instead of editing a status field. Stages are plain, account-configurable labels rather than a fixed enum, so the pipeline can match how your sales team actually talks about its stages.
From opportunity to order
Section titled “From opportunity to order”Winning an Opportunity is the natural handoff into Sales — the same customer and pricing context carries forward into a Sales Quotation or Order rather than needing to be re-entered.
What’s shared with the rest of Orbit
Section titled “What’s shared with the rest of Orbit”Every CRM record gets the same components every other module’s detail pages get: an activity timeline, comments/chat, file attachments, and — for records that need sign-off — an approval status. None of this is CRM-specific machinery; it’s the same system Sales, Purchase, and every other module’s detail pages use.
See also: Sales for what happens after a deal closes.