What Orix CRM does
Orix CRM is built for sales and telecalling teams. It assigns leads to reps, records the outcome of every call, queues follow-ups, and flags customers who are due to reorder or have gone quiet.
Who it is for
Sales managers and telesales teams who call customers and leads every day and need a clear list of who to contact next.
Key features
- Leads assigned per rep with a daily task list
- Call outcomes: follow up, call back later, not connected, not interested, order
- Follow-up queue with due and overdue items
- Re-order due list for customers who have stopped buying
- 7-day idle and 15-day unconverted lead lists
- Matching of new leads against existing customers
- Day sheet and rep report for managers
- Flyer library for sharing offers on WhatsApp
- One-tap call and WhatsApp links
A look at Orix CRM
How the main screen is laid out.
Why businesses choose Orix CRM
Every lead gets a next step
Each call ends with an outcome and a follow-up, so nothing is left hanging.
Win back quiet customers
Re-order due and idle lists show who has stopped buying while there is still time to act.
Managers see real activity
Day sheets and rep reports show calls made and conversions for each rep.
Orix CRM FAQ
Does Orix CRM work with Orix ERP?
Yes. It is available as an add-on to Orix ERP and uses the same customers and billing history.
Can reps call or message from the CRM?
Yes. Phone numbers open the dialler or WhatsApp in one tap. Messages are sent from the rep's own phone.
How does it know a customer is due to reorder?
It looks at each customer's last bill date and lists those who have not bought recently.
Can I import my existing leads?
Yes. Leads can be imported from a file during setup.
More from the Orix suite
Start with one app and add others as you grow.