Website forms, booking links, new enquiries, scoring, consent, tasks, and owner assignment.
Orbance CRM and client portal
Get website leads into sales follow-up.
Orbance gives service businesses a clean CRM for lead capture, follow-up, booking, campaigns, client work, documents, approvals, and secure portal handoffs.
CaptureFollow upConvertServe
Follow-up plans, email capture, lead qualification, campaign review, and conversion into CRM work.
Accounts, contacts, scheduling, document requests, approvals, files, portal access, and delivery.
Product suite
Start with CRM. Add the work around it.
Orbance keeps the main product simple for owners and staff while preserving the full operating capability behind clear modules.
CRM pipeline and client records
Website forms and follow-up plans
Documents, approvals, and deliverables
Scheduling, tasks, and recurring work
Portal access with permission boundaries
Reporting, AI oversight, and audit controls
Security and controls
Permission-led access.
Owners, admins, teammates, platform operators, and portal clients stay in separate boundaries. UI clarity helps people move faster, and the server remains the source of truth.
Tenant-scoped recordsRole-led accessMFA-sensitive actionsAudit history
Client portal
Client access starts from an invitation.
The portal is for client-safe requests, uploads, deliverable approvals, messages, privacy requests, and trust status. It does not expose staff CRM permissions.
Commercial launch
Start free for 30 days.
Open a workspace, publish the first capture path, follow up safely, and turn the right enquiry into client work.