Capture demand
Website forms, lead records, consent, scoring, source tracking, tasks, and ownership in one CRM intake lane.
Product
One CRM for the full client flow.
Orbance connects leads, client records, work, documents, approvals, scheduling, portal collaboration, reporting, and controls without forcing a small team to learn a scattered stack.
How it works
Plain workflow. Full capability behind it.
The UI stays simple for normal SMEs, but the underlying product still preserves the full CRM, work, portal, documents, growth, reporting, and security capability.
Run client work
Client records, contacts, tasks, scheduling, approvals, recurring work, deliverables, and time stay attached to the relationship.
Collect documents
Request files, review uploads, release documents, and keep document access inside tenant and portal boundaries.
Invite clients
Client portal access stays scoped to requests, approvals, messages, privacy requests, document grants, and trust status.
Measure outcomes
Dashboards, reports, source performance, campaign progress, audit history, and workflow signals show what needs action.
Control access
Owners, admins, staff, platform operators, and portal users stay separate with server-side permission checks.
Included modules
The base CRM does not lose power.
For owners and staff
Keep the main navigation small, then place deeper actions inside the right screen: tabs, panels, filters, command search, and contextual next actions.
For customers
Portal users never enter staff CRM. They use scoped links for document requests, approvals, messages, privacy requests, download grants, and trust status.
CRM records, leads, opportunities, relationships, and messages
Growth forms, follow-up plans, campaigns, email, and booking links
Work queue, tasks, approvals, external requests, deliverables, and timesheets
Documents, vault, review queue, client requests, and read grants
Admin setup, portal access, teams, permissions, objects, and integrations
Security controls, MFA, audit log, activity, privacy requests, and AI oversight
Start now
Create the workspace and send the first request.
Start free for 30 days, choose the plan up front, then continue into owner setup.