A cold call becomes a lead, a quotation, an order, an invoice and a journal entry — without being retyped once. Orbis runs CRM, sales and purchase, inventory, accounting, Indian GST, payroll, projects, support and point of sale on one record engine. You switch on the modules you need and see only those.
From a cold call to a won deal, every step linked to the one before it.
| Lead | Source | Owner | Stage |
|---|---|---|---|
| Mehta Industries | Website | Priya | Qualified |
| Shah Textiles | Cold call | Rahul | Proposal |
| Nova Logistics | Referral | Priya | Negotiation |
| Arjun Enterprises | Import | Imran | New |
Quotation to invoice as one chain, so nothing is ever billed twice.
| Document | Customer | Value | State |
|---|---|---|---|
| SO-1180 | Mehta Industries | ₹2,40,000 | Delivered |
| INV-2042 | Shah Textiles | ₹85,500 | Part paid |
| QTN-0914 | Nova Logistics | ₹1,12,000 | Sent |
| CN-0121 | Arjun Enterprises | ₹6,750 | Credited |
A movement ledger is the truth; the on-hand figure is derived from it.
| Product | Warehouse | On hand | State |
|---|---|---|---|
| Valve assembly 40mm | Surat — main | 1,284 | In stock |
| Gasket set (batch B-77) | Surat — main | 96 | Expiring |
| Control board v3 | Vapi | 0 | Reorder |
| Service — commissioning | — | — | Service |
Documents post themselves, so there is never an invoice without its entry.
| Entry | Account | Amount | State |
|---|---|---|---|
| INV-2042 | Sales — goods | ₹85,500 | Posted |
| GST output | CGST + SGST | ₹15,390 | Posted |
| BILL-3391 | Purchases | ₹41,200 | Posted |
| TDS 194C | Withholding | ₹820 | Payable |
Attendance, leave and a payroll that knows the Indian statutory rules.
| Employee | Department | This month | State |
|---|---|---|---|
| Priya S. | Sales | ₹58,400 | Processed |
| Rahul M. | Sales | ₹52,100 | Processed |
| Imran K. | Operations | ₹47,900 | On leave |
| Ananya R. | Accounts | ₹61,250 | Pending |
An illustration of the Orbis interface, with sample data. See the real thing →
Every module shares the same forms, permissions, audit trail, import, reporting, numbering and API. A module switched on next month inherits all of it, which is why adding one is a setting rather than a project.
CGST, SGST and IGST worked out from the place of supply rather than typed. TDS and TCS by section. PF, ESI, PT and LWF with their ceilings and slabs, Form 24Q and Form 16. The e-invoice and e-way bill payloads are built and validated.
Orbis is ours. Every module form is editable — fields, sections, order, defaults, help text — and what a business renames stays renamed. If your process needs something that does not exist yet, the team that wrote the platform can add it.
Modules are sold and switched on per client, so a business sees only what it bought. A workshop runs leads, inventory and accounts; a restaurant adds tables, a kitchen display and QR ordering.
A sale is never refused for want of a network. It queues locally and is sent afterwards, with a reference minted at the till before the money is taken, so a flaky reconnect cannot ring it up twice.
Staff, the vendor console, another system on an API key, a customer, a supplier and a diner with a QR code — each with its own signing secret and its own routes, rather than one login with a flag on it.
Every module reads from the same customer record, so a salesperson, an accountant and a manager are looking at one version of the truth instead of three.
Cold calls, leads, scoring, qualification, deals and pipeline
More on lead management →Quotations, sales orders, delivery notes, pick lists, invoices, credit notes, blanket orders, customers, contacts
Purchase orders, goods receipts, bills, debit notes, suppliers, supplier payments
Products, services, categories, units, warehouses, stock, batches and serials, price lists, bundles
Chart of accounts, journals, payments, expenses, budgets, fixed assets, bank reconciliation, statements
Employees, departments, designations, attendance, leave, payroll
Projects, tasks, milestones, timesheets, costing, billing
Tickets, SLA, knowledge base, satisfaction
Loyalty points, packages, vouchers, memberships, wallet, and SMS and WhatsApp campaigns
Point of sale, tables, kitchen display, QR ordering, kiosk
Roles, users, taxes, document templates, numbering, integrations, locker
Every buyer asks these, usually three meetings in. Here they are first — each one is built up to the point where it needs something only you can supply.
A parser per source layout, and OCR for scans. Import is spreadsheet-only.
Swiggy's and Zomato's API contracts and credentials.
Eleven areas on one platform: Leads, Sales & billing, Purchase, Inventory, Accounts, Team, Projects, Support, Customer benefits & marketing, Retail & restaurant, Settings. It is a business system rather than a CRM with extras — the sales and purchase document chain, stock, the ledger, statutory payroll and a till all sit on the same engine.
A walkthrough is the fastest way to tell whether Orbis fits. Bring the messiest part of your operation and we will show you what it looks like inside one system.
Book a Walkthrough →