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Orbance

The relationship operating system

Every client journey. One clear route.

Connect CRM, growth, client work and approvals in one calm system for service businesses.

Talk to Orbance Explore product
  1. Capture. Growth. Enquiry received.
  2. Qualify. Growth + Today. Discovery booked.
  3. Onboard. Clients. Ready for review.
  4. Deliver. Work. Work scheduled.
  5. Approve. Portal. Decision approved.

Alexander Slattery / Unsplash

01

One continuous journey

From first enquiry through delivery and approval, the relationship stays in context.

Leads, client records, delivery and portal decisions stay connected from first enquiry to approval.

Follow one client

02 / Connected client flow

Follow one client from enquiry to approval.

  1. Act I Capture

    Bring new enquiries into view.

    Illustrative product data
    1. Today
    2. Clients
    3. Growth, active in this flow
    4. Work
    5. Portal
    Lead inbox3 to review
    Illustrative leads awaiting review
    LeadSourceStatus
    Client accountWebsiteNew
    Referral enquiryReferralQualified
    Campaign responseCampaignNurture
    Lead recordClient account
    New
    Urgency
    Normal
    Owner
    Unassigned
    Consent
    Unknown
    ActivityWebsite enquiry received

  2. Act II Qualify

    Turn interest into a clear next move.

    Illustrative product data
    1. Today, active in this flow
    2. Clients
    3. Growth, active in this flow
    4. Work
    5. Portal
    PipelineQualified lead → deal
    1. Qualify
      Deal created
    2. Discovery
      Client accountDiscovery booked
    3. Proposal
      Scope next
    4. Decision
      Decision pending
    Client accountDiscovery booked
    TodayNext move
    Next actionDiscovery callClient account
    Scheduled
    Owner
    Assigned team
    Source
    Growth

  3. Act III Deliver

    Turn an agreed scope into organised work.

    Illustrative product data
    1. Today
    2. Clients, active in this flow
    3. Growth
    4. Work, active in this flow
    5. Portal
    Work queue1 awaiting review
    Illustrative work delivery queue
    ClientWorkStatusDue
    Client accountAccount reviewIn Review
    Client accountReporting packIn Progress
    Client accountClient deliveryBacklog
    Next actionApprove account reviewPriority
    Selected work
    Account review
    Next action
    Approve
    Approval
    Leadership role required
    Next handoffRelease deliverable

  4. Act IV Approve

    Bring the client’s decision back into the record.

    Illustrative product data
    1. Today
    2. Clients, active in this flow
    3. Growth
    4. Work
    5. Portal, active in this flow
    DeliverablesReleased
    • Quarterly review packApproved
    • Client decisionApproved
    • Decision historyRetained
    Quarterly review packReleased
    Client
    Client account
    Type
    Review pack
    Period
    Q3 2026
    Portal status
    Approved
    Prepared in WorkReleased to Portal
    Client decisionApproved
    1. Relationship historyClient approved ·

03 / Interactive product view

See what matters. Move the right work forward.

Choose a module to see priorities, pipeline, client records, delivery and portal work in context.

Orbance / workspace Scoped view

Today

3 actions need attention and 3 items are scheduled.

This week

Focus

Priority work
OverdueClient accountRequest bank statementsAssigned ownerWaitingNext: Review request
TodayClient accountQuarterly account reviewAssigned ownerIn reviewNext: Open work
UpcomingNew enquiryReview lead contextUnassignedReviewNext: Review lead
  1. 1Focus
  2. 2Schedule
  3. 3Next action
04

Operating principle

Better client work comes from one system that keeps context alive—not more software.

01

One client record.

People, history and ownership stay together as the work moves.

02

One visible next move.

The next useful action stays visible, with the client context beside it.

03

Clear staff–client boundaries.

Staff operate the work; clients see only what is deliberately shared.

A small service-business team walking together through a landscaped studio courtyard.

05 / Built for service businesses

Keep the relationship. Lose the operational noise.

Start with today's client work. Add lead capture, delivery and a scoped portal around the same record.

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