Bulk Excel Import
Import 50,000+ leads in a single upload. Chunked processing keeps it fast and reliable even at scale.
ORBIS LEAD CRM · LEAD MANAGEMENT & SALES CRMNever lose a lead.
Never lose a lead.
Close more, faster.
A powerful, no-nonsense CRM built for sales teams that move fast. Import tens of thousands of leads, kill duplicates automatically, call and WhatsApp in one click, and see your whole pipeline in real time — all in one place.
✓ Handles 100,000+ leads ✓ Cloud or on-premise ✓ Built & owned by UpNext
100K+Leads Supported
50K+Bulk Excel Import
14Lead Statuses
LiveIn Production
WHO IT'S FOR
Built for teams that live and die by their pipeline
If your business runs on leads, Orbis Lead CRM keeps every one of them organised, assigned, and followed up — at any volume.
Call Centres
Real Estate
Education & EdTech
Financial Services
B2B Sales Teams
Any High-Volume Sales
HOW IT WORKS
From messy spreadsheet to closed deal — in four steps
Orbis takes your leads through a clean, repeatable process your whole team can follow.
01
Import your leads
Upload an Excel file with up to 50,000 leads at once. Orbis cleans duplicates and organises everything instantly.
02
Auto-assign to your team
Incoming leads are shared fairly across your reps with round-robin or load-balanced assignment — no manual sorting.
03
Call, WhatsApp & follow up
Reps work leads with click-to-call, one-tap WhatsApp, notes, and automated reminders so nothing slips.
04
Track & convert
Managers watch conversion live on dashboards and reports — and coach the team to close more deals.
PLATFORM FEATURES
Everything a sales team needs to convert more leads
Twelve powerful features in one clean, fast platform — no clutter, no learning curve.
Smart Duplicate Detection
Catches duplicates by mobile number and GST — even across formats like +91, 0-prefixed, or spaced numbers.
Role-Based Access
Admins see everything; staff see only their own leads. Secure by design, with no way to probe colleagues’ records.
Real-Time Dashboards
Six live metrics give your team an instant, accurate view of the pipeline at any moment.
Built-in Reports
Four ready-made reports covering conversion, status breakdown, lead source, and team performance.
14 Lead Statuses
Track every lead through a complete lifecycle — from new enquiry all the way to won or lost.
Click-to-Call
Dial leads directly from the CRM. A pluggable telephony adapter connects your preferred provider.
WhatsApp Integration
Message any lead on WhatsApp with a single click — no copy-pasting numbers.
Call Recording
Attach and store call recordings against each lead for quality, training, and compliance.
Notes & Activity History
A full timeline of every note, call, and interaction so nothing about a lead is ever lost.
Follow-up Reminders
Automated daily reminders make sure no follow-up ever slips through the cracks.
Auto Lead Assignment
Round-robin and load-balanced distribution shares incoming leads fairly across your team.
SEE IT IN ACTION
Dashboard — organisation-wide overview 
Leads — search, filter & manage 
Reports — conversion & performance 
Call Logs — every call tracked 
Bulk Import — 50,000 leads at once 
Team & Roles — access control
A clean, fast interface your team will actually use
No clutter, no training marathons. Everything a rep needs is one click away.
PRICING
Simple plans that scale with your team
Flexible pricing for teams of any size. Tell us your team size and we'll tailor a plan — cloud or on-premise.
Starter
Small teams getting organised
- ✓Up to 5 users
- ✓Core lead management
- ✓Bulk Excel import
- ✓Dashboards & reports
Most Popular
Growth
Scaling sales teams
- ✓Up to 25 users
- ✓Everything in Starter
- ✓Click-to-call & WhatsApp
- ✓Auto lead assignment
- ✓Call recording
Enterprise
High-volume & custom needs
- ✓Unlimited users
- ✓Everything in Growth
- ✓On-premise option
- ✓Custom fields & workflows
- ✓Priority support
FAQ
Questions, answered
Orbis is built and performance-tested for 100,000+ leads. Bulk imports process up to 50,000 leads per Excel upload without slowing down.
Ready to turn more leads into revenue?
See Orbis Lead CRM in action, or let us tailor it to how your sales team actually works.