Skip to content
Orbance
Sign in

Orbance

Capability catalogue

A field guide to the system behind every client relationship.

Start with the operating core. Add connected services when the relationship asks for them. Every capability shares the same client, commercial, and delivery context.

Talk to OrbanceSee the product flow

The module index

Eight capabilities. One operating context.

Choose a capability to see what enters, what changes, and what returns to the shared client spine.

  1. Included

    CRM foundation

    Available now

    Accounts, contacts, opportunities, activity and next actions in one customer spine.

    Inputs
    Accounts, contacts, activity and next actions
    Change
    Unifies the relationship history and current responsibility
    Output
    One customer spine with a visible next move
Included

CRM foundation

Available now

Accounts, contacts, opportunities, activity and next actions in one customer spine.

Inputs
Accounts, contacts, activity and next actions
Change
Unifies the relationship history and current responsibility
Output
One customer spine with a visible next move

Adopt in layers

A deliberate path from system of record to system of work.

The client spine remains constant. Each act adds a new operating responsibility around it.

  1. 01
    Operating act

    Foundation

    Begin with accounts, contacts, activity, and the next action every relationship is waiting on.

    Client spine
    • CRM foundation
  2. 02
    Operating act

    Coordinate

    Move acquisition, delivery, and client participation through one connected operating sequence.

    Client spine
    • CRM foundation
    • Growth
    • Work
    • Client portal
  3. 03
    Operating act

    Extend

    Add the services and rules your team needs without replacing the relationship context beneath them.

    Client spine
    • CRM foundation
    • Growth
    • Work
    • Client portal
    • Email
    • Documents
    • Scheduling
    • Automation

Plans follow operating depth

Only pay for the surface area your team is ready to use.

The operating core can stand on its own. Connected email, documents, scheduling, and automation depend on provider access and the plan you choose.

Compare plans

Build from the relationship outward

Start with the work already in motion.

Bring one team, one client list, and one active workflow. Orbance gives them a shared operating shape.

Talk to Orbance