Dashboard with calculated metrics
A central overview connects open opportunities, values, tasks and project progress. Metrics are calculated from the available records.
CUSTOM SOFTWARE / ORBIT Workspace
Clients, projects and tasks. One clear workspace.
Using ORBIT as a foundation, we develop your CRM dashboard and client portal around your workflow: from the first opportunity to active projects and client collaboration. Views, metrics and integrations are tailored to your business.
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.
Scope for your business
- Structure client records, opportunities, projects and tasks for your workflow
- Configure dashboard, Kanban, tables and reports
- Implement server-side authentication, access roles and database storage for production use
- Build the client portal around milestones, documents and agreed communication
- Review and implement required data imports and existing APIs
- Agree hosting, handover, support and extensions before work begins
Clear scope. Understandable costs.
Data models, user roles, calculation rules and integrations determine the scope. Hosting, external services and ongoing support are identified separately. Functions and acceptance criteria are agreed before development.
Packages & pricing scope ↗How the solution fits your daily workflow
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.
Your ORBIT solution is adapted to your users, workflows and data. The existing browser-local interface provides the foundation; server-side storage, authentication and access controls are added within the agreed production scope. Hosting, external services and additional APIs are defined before implementation.
Explore the project ↗- 01
Understand
Clarify workflows, user groups and existing data.
- 02
Plan
Define functions, access controls and acceptance criteria.
- 03
Build
Develop the interface and agreed technology in a preview.
- 04
Review & hand over
Check sample workflows and document operation and handover.
Common questions
What can each client see?
We define the portal views and implement server-side access controls for production use, so each client receives the projects, documents and content made available to them.
Can ORBIT connect to our CRM?
We review your API and agree which client records, activities and status information should be imported or exchanged.
Can the team use it on mobile?
The interface supports narrow layouts, mobile navigation and a clear task and project overview. We agree which mobile workflows matter most to your team.
How is the price determined?
User groups, data models, integrations and the operating scope determine the proposal. You receive a defined delivery and setup scope, including any ongoing services.
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.