Sales & Conversion
By Orbit Commerce
Orbit CRM
Pipelines, deals and customer timelines, right in your dashboard
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Updated2 weeks ago
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What this plugin does
Turn browsers into buyers with a CRM built into your dashboard. Track every opportunity on a drag-and-drop pipeline board, from first enquiry to closed deal, with deal values, win likelihood and expected close dates at a glance. Log calls, emails, meetings and notes against deals and customers, set tasks with due dates so nothing slips, and assign deals to your team. Every customer gets a unified timeline: their orders, live chats, support tickets and your CRM notes in one stream, so anyone on the team has the full story before they reply. Works out of the box with a ready-made sales pipeline, and you can customise stages any time.
Everything you get, out of the box
- Drag-and-drop kanban pipeline board
- Ready-made sales pipeline with customisable stages
- Deal values
- win likelihood and expected close dates
- Notes
- calls
- emails and meetings logged per deal
- Tasks with due dates and assignees
- Multiple contacts per deal
- Unified customer timeline: orders
- chats
- tickets and notes
- Works with your existing customers
- no import needed
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