Dashboard with calculated metrics
A central overview connects open opportunities, values, tasks and project progress. Metrics are calculated from the available records.
PROJECT / ORBIT Workspace
ORBIT Workspace — from first contact to project progress.
ORBIT brings client information, sales, projects and tasks together in one clearly structured CRM interface. Your team gets a connected overview, while clients can explore project progress and documents in their own portal view.
German & English · Customisable
Connect sales, client context and project work
Client records, next sales actions, tasks and project progress belong together. ORBIT connects these in one interface so the team can identify the next action and clients can understand their project status.
The complete feature overview
Four-stage sales pipeline
Organise opportunities in Kanban or table views. Change stages through drag-and-drop or the detail window.
Opportunity details
Create opportunities, manage ownership, values and stages, and keep relevant information and notes with the record.
Connected client profiles
Create clients, open their profiles and review associated opportunities. Client information remains available in context.
Projects and progress
Project cards show the current status. Editable progress connects internal work with the client-facing view.
Tasks and next actions
Create tasks, mark them complete and filter by status. Keep open work and completed steps easy to distinguish.
Global search
Open global search with Ctrl/Cmd+K and find the information you need without navigating through every section.
Reports and CSV export
Filtered reports make pipeline information accessible. Download records as CSV for further analysis.
Client portal and milestones
A dedicated client view brings together projects, progress and milestones in an understandable format.
Documents and messages
Download project documents and keep conversations within the relevant project context.
English, German and flexible appearance
Language switching, light/dark themes, mobile navigation and keyboard access support different working situations.
Business-specific production setup
For production use, we develop the agreed server-side authentication, data storage and access roles. Required team, communication and CRM integrations are included in the agreed implementation scope.
Design & interaction
Quiet violet and grey tones, clear typography and consistent cards make data and actions easy to scan. Kanban and table views support different working styles, with search shortcuts and responsive navigation for daily use.
From workflow planning and UI/UX design to interface development and the agreed production setup, you work with one direct contact.
Tools used
The day-to-day workflow
Create a client and link an opportunity. Move the opportunity through the pipeline, supported by notes and tasks. Projects then bring together progress and milestones, which clients can review in their own portal view.
Watch project walkthrough
Explore the views, features and connected workflow.
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DE · ORBIT WorkspaceYouTube ↗
BAUVERIS / SOFTWARE
Discuss your project ↗What should your system make easier?
Describe your current workflow and the next step you need. BAUVERIS works with you to define scope, technical requirements and an appropriate implementation.