orbic · crm, helpdesk & pipeline
Every lead, deal, ticket and invoice in one place
Orbic brings your sales pipeline, helpdesk, invoicing and customer portal together in one system — one record per customer from first contact to paid invoice, in the same product Nanobotz runs its own sales and support on.
What is Orbic?
Orbic is a CRM, helpdesk, invoicing engine and project tracker in one system — custom pipelines with drag-and-drop deal boards, a shared ticket queue, quotations that convert to invoices, a self-service customer portal and delivery boards with time tracking. It puts the whole customer relationship in one place, so nothing falls between email, chat and phone.
It is the same product our own sales and support teams live in every day — which is why it is built around clearing work, not just filing it.
the cost of the old way
What Orbic replaces
The customer story is scattered across five tools
Today
The lead lives in a spreadsheet, the quote in email, the invoice in accounting software, the complaint in someone's inbox — and nobody has the whole picture.
With Orbic
One record carries the relationship from first contact to paid invoice. Anyone who opens it sees everything.
Deals close, but nobody knows what they earned
Today
The invoice value looks healthy, but delivery costs and vendor spend hide in another system — margins are a year-end surprise.
With Orbic
Costs sit on the deal itself. Gross profit per deal is visible while you can still act on it.
Invoices go out; chasing them is a person's job
Today
Someone keeps a list of who owes what and sends awkward reminder emails when they remember.
With Orbic
Escalating reminder tiers follow up on schedule, and recurring invoices raise themselves.
Support questions interrupt the whole company
Today
"Any update on my issue?" arrives by phone, WhatsApp and email — and each one costs someone twenty minutes.
With Orbic
Customers check status themselves in the portal. Tickets carry owners, threads and history.
every module, spelled out
What Orbic does
Orbic ships as one system — every module below is included, not an add-on you discover at the quote.
LEADS & PIPELINE
Custom pipelines with drag-and-drop boards that make bottlenecks obvious before the quarter ends.
- Build multiple pipelines with your own stages and win probabilities
- Kanban lead board with drag-and-drop between stages
- Costs and vendor spend tracked per deal — see gross profit per deal, not just invoice value
- Full activity history, tags and lead owners on every record
- Bulk CSV import with templates and error reports for moving off spreadsheets
QUOTATIONS & INVOICING
From quote to cash inside the same system that holds the relationship.
- Quotations with vendor attachments, converted to invoices in one click
- Recurring invoices for retainers and subscriptions
- Multi-currency invoicing with managed exchange rates
- Escalating payment reminders — configurable tiers that follow up so you don't have to
- Usage-based billing: included units, overage lines, metered from your own API
- Payments, approvals, disputes and dispute resolution on the record
HELPDESK
A shared ticket queue with clear owners, so requests stop falling between email, chat and phone.
- One queue with multi-assignee tickets and tags
- Threaded comments with attachments on every ticket
- Status lifecycle including customer re-opens with a reason
- Live status updates pushed to the team in real time
CUSTOMER PORTAL
Self-service for your customers — raise, track and reopen tickets without emailing a person.
- Customer login with their own ticket list and status counts
- Tickets scoped to the services each customer actually has
- Comment threads with read receipts, and reopen with a reason
- Customers see their services and history without asking you
PROJECTS & TIME
Won deals become delivery — tasks, boards and timesheets in the same system.
- Spaces, projects and tasks with custom statuses and board views
- Checklists, attachments and per-project membership with roles
- Time tracking with start/stop timers and project time summaries
- Calendar feeds and linked git repositories for technical delivery
TEAM & CONTROL
The controls a growing operation needs — chat, permissions and audit built in.
- Real-time team chat with attachments and typing indicators
- Two-level permissions: who can reach a page, and what they can do on it
- Session and access audit trail per user
- Your own branding and theme per workspace
- An API for machine-to-machine checks, including invoice-based service suspension
what it changes
Typical results
1
record per customer
Lead, quote, invoice, ticket and project live on the same record — nothing falls between five tools.
Every deal
shows its real margin
Deal-level cost tracking means you see gross profit per deal, not just what was invoiced.
24/7
self-service portal
Customers raise, track and reopen their own tickets — the queue empties itself of status questions.
Figures reported by Orbic customers on their own operations. Results vary with how you run today — we'll model yours on the walkthrough rather than promise you these.
from first call to live
How rollout works
01
Map your pipeline
We set up your stages, services and team — or you sign up on orbic.app and do it yourself.
02
Import your book
Bulk CSV import brings leads and customers over, with error reports on anything that doesn't fit.
03
Open the portal
Your customers get logins scoped to their services and start raising tickets there instead of your inbox.
04
Add invoicing & projects
Turn on quotes, recurring invoices and delivery boards as the team settles in.
is this you?
Built for some businesses — honestly not for others
Orbic is built for you if…
- Teams juggling sales, support and delivery in separate tools that don't talk
- Service businesses that invoice on retainers and need reminders to run themselves
- Companies whose customers deserve a portal instead of a shared inbox
- Agencies and firms that need to know margin per deal, not just revenue
It's probably not for you if…
- A solo freelancer with five clients — NomadLedger is the right size for that
- Teams that only want a ticketing tool and nothing else — half of Orbic would sit unused
If you sit in the second column, we'd rather tell you now than after an implementation. Book the walkthrough anyway — we'll point you at the right-sized option, even when it isn't ours.
We run our own pipeline and support on it
Nanobotz uses Orbic as its own CRM and helpdesk. Every ticket you send us lands in the same product we sell you — so it earns its keep in the one place we can't hide from: our own queue.
Who it's for
Sales and customer service teams that need pipeline clarity and a support queue in one place.
Weighing Orbic against Zoho or Freshdesk?
We wrote an honest side-by-side — where a local, all-in-one option wins, and where Zoho or Freshdesk is the better fit.
Compare Orbic vs Zoho & FreshdeskFrequently asked questions
What is Orbic?
Orbic is a CRM, helpdesk, invoicing engine and project tracker in one system — custom pipelines with drag-and-drop deal boards, a shared ticket queue, quotations that convert to invoices, a self-service customer portal and delivery boards with time tracking. It puts the whole customer relationship in one place, so nothing falls between email, chat and phone.
Was Orbic previously called ChakraOps?
Yes. Orbic is the current name for the product previously known internally as ChakraOps. Same system, same team, same lineage — now with the invoicing, portal and project delivery side fully surfaced.
How is Orbic different from a standard helpdesk?
Most helpdesks store tickets and nothing else. In Orbic the ticket sits on the same customer record as the deals, invoices and projects — so when support opens a ticket they see the whole relationship, and when sales calls they see the open issues. Customers get a portal to raise and track their own tickets instead of emailing a shared inbox.
Does Nanobotz use Orbic itself?
Yes. Nanobotz runs its own sales pipeline and customer support on Orbic, so the product is shaped by a team that lives in the queue every day rather than by a spec sheet.
Can Orbic handle our invoicing too?
Yes, properly. Quotations convert to invoices in one click, retainers run as recurring invoices, billing can be usage-based with metered units, and escalating reminder tiers chase late payers on a schedule you set. Multi-currency is handled with managed exchange rates.
Can won deals become projects?
Yes. A closed deal moves into delivery inside the same system — projects with tasks, custom statuses, board views, checklists and time tracking with start/stop timers, so the handover from sales to delivery doesn't happen over a spreadsheet and a hopeful email.
Do you know what each deal actually earns you?
Orbic does. Costs and vendor spend are tracked per deal, so you see gross profit per deal — not just the invoice value. It's the difference between a pipeline that looks healthy and one that is.
How much does Orbic cost?
Pricing depends on team size and rollout, so we quote against your setup rather than publishing a fixed figure. You can also sign up directly on orbic.app, or book a walkthrough and we'll scope it with you — start small and expand once it's proven.
see it on your own queue
Bring your real pipeline and your real backlog
In 30 minutes we'll show you both in one place — deals, tickets, invoices and portal — mapped onto how your team actually works.
30 minutes, on your own numbers.