CRM for South African sales teams

Every lead. Every deal. Every relationship.

Kanban pipelines, automated lead scoring, Gmail and Outlook sync, and POPIA-compliant data handling with consent tracking.

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Pipeline built for closing

Kanban pipelines with drag-and-drop stages, automated lead scoring, Gmail and Outlook sync with open tracking, and a full consent trail for every contact — POPIA compliance included, not bolted on.

  • Drag-and-drop deal pipeline with forecasting
  • Automated lead scoring and assignment rules
  • Email sync with open tracking
  • Consent tracking for POPIA compliance
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orbio — crm pipeline
24
Active Leads
R1.2M
Pipeline Value
8
Closing This Month
R340K
Won This Quarter
QualificationR340K
ProposalR520K
NegotiationR280K
ClosingR60K

CRM features

The sales pipeline core of the Orbio platform.

01
Lead & Contact Management
Capture leads, score them automatically, and build rich contact profiles with full interaction history.
CRM Scoring
02
Deal Pipeline
Kanban pipeline with drag-and-drop stages, deal values, probability tracking, and revenue forecasting.
CRM Forecasting
03
Automation Engine
Build no-code automation rules with conditional triggers and multi-step actions. Auto-assign, auto-respond, auto-escalate.
ITSM CRM No-code
04
POPIA Compliance
Built-in consent tracking, data subject requests, breach notification, and encryption. Full South African compliance.
Compliance POPIA PAIA

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No credit card required. Billed annually in ZAR. Cancel anytime during the trial.

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