How do you use Orbitix?
One WhatsApp number does two jobs: when your customer writes, it greets them as a customer; when you write from your own number, you manage your CRM. Everything below is shown on real screens.
Hi, I would like to get my car wrapped tomorrow 🚗
↑ The real flow: the customer writes, and Orbi files the lead, the appointment and the payment without you doing anything.
Your CRM is ready in minutes
Nothing to install, no server to configure. Give us your details and your panel opens.
Tell us about your business
Write to us, or tell Orbi what you do. We set your CRM up with you — the industry configuration, your data and your team are all part of it.
Connect WhatsApp
In Settings you define your business number and your own manager number. Customer messages start flowing in.
Run it
Customers, appointments, payment collection, ads and your team — all in one panel. You do the work; Orbitix keeps the records.
Same WhatsApp, two separate directions
This is the heart of Orbitix: one WhatsApp number both talks to your customers and acts as your management assistant. The Intent Router — the AI that reads what a message means — works out who wrote from the number itself and behaves accordingly. The two modes never mix, and your customer never sees your management commands.
Your customer writes → Orbi greets them as a customer
When somebody who is not registered writes in, Orbi automatically treats them as a customer or a lead: it says hello, works out what they need, opens the appointment if the slot works, files the payment if a receipt arrives, and records everything in the CRM. Your customer needs no extra app — they simply message you on WhatsApp as they always have, and Orbi handles the rest. You can step into the conversation at any moment and take over.
- Whoever writes first becomes a lead
- A message with a date or time becomes an appointment
- A payment or receipt is filed as a payment collection
You write from your own number → you manage your CRM
Once your number is saved as a manager, Orbi recognises you and treats your messages as commands. You run the business from WhatsApp without ever opening the panel: "today's appointments", "collected 3,500 ₺", "book Ahmet for tomorrow at 2 pm" — all filed instantly. If you would rather not type, send a voice note; Orbi reads it and files it. Hands-free management while you are driving or on the job.
- "Today's appointments" → you get the list
- "Collected 3,500 ₺" → filed into the cash account
- Voice notes work too — hands free
From one message to a managed job
A single WhatsApp message travels through the whole process with nothing entered by hand. Here is the journey of one job from start to finish:
The customer writes
A message or a voice note arrives on WhatsApp — "I want my car wrapped tomorrow".
A lead appears
Orbi reads the message, opens the record automatically, and places it in the sales funnel.
The appointment opens
A message with a date or time becomes an appointment, lands in the calendar and is assigned to the team.
Job & payment
The job is completed and the payment is filed into the main cash account in one line — the ledger stays current.
Reports & ads
The profit report is ready, and you can see exactly which ad brought this customer in.
Customer and lead tracking
Every new contact — a WhatsApp message, a form on your site, an ad click — turns into a customer record automatically; none of them ends up as "I forgot to call them back". Leads move through "enquiry → demo → meeting → won / lost", and you can see at a glance where each one sits.
Each customer's past messages, notes and AI summary live on their card, so "what did we discuss last time" is ready before you walk into the meeting. A lead that is going cold is flagged with a follow-up date so you get back to them in time.
- Leads from WhatsApp, your site and your ads in one list, with the source visible
- A staged funnel: who is enquiring, who is in a meeting, who has closed
- Deeper fields such as warmth, budget, the plan they are interested in and the next step
- Automatic reminders for leads past their follow-up date
- Past messages plus an AI summary, ready before the meeting
Appointments and job tracking
When a customer writes "are you free tomorrow at 2 pm?", the appointment opens automatically and lands in the calendar; you assign it to a team member, move it or cancel it. Because bay and technician availability is visible, double bookings cannot happen and busy days spread out without jamming.
Your field team receives the day's job list — with times and addresses — on WhatsApp; they say "done" when a job is finished, and at the end of the day you see who completed what on one screen.
- Appointment and job cards with time, address and service together
- "Send Osman to this one" — assigned with one WhatsApp message
- Conflict check: the system warns you when the bay or technician is busy
- End-of-day summary, plus overdue and completed jobs
Payment collection and accounting
Writing "collected 3,500 ₺" is enough — the amount is filed into the main cash account and the running balance updates immediately. You add expenses the same way: fuel, materials, rent, all in their place. You never keep a ledger during the day, and in the evening "what came in and what went out" is one glance away.
At the end of the month your income and expenses, your outstanding receivables and your profit report are ready for your accountant; export them and send them over. Account balances mean you never lose track of who still owes what.
- Income / expense ledger and a running cash balance
- Account balances: who owes what, at a glance
- Approved cash account: a wrong or duplicate entry cannot skew the numbers
- Monthly report plus charts, exportable
Ad management
See your Meta and Google ads in one panel and match spend and results against real sales in the CRM. If you like, let AI write the ad copy and suggest the visual for your brand.
Ad and social media modules are coming soon on the Enterprise plan — they are waiting on integration approval.
- Instagram, Facebook and Google spend on one screen
- Which campaign actually brings in customers?
- Creative studio: copy and visual suggestions in seconds
Team and permissions
Track your team, their bonuses and their earnings, and give role-based access. For example, you can let a salesperson add and edit while deleting and touching active customers stays closed.
- Staff, bonus and earnings tracking
- Roles: Admin · Operations · Sales (restricted) · View only
- Owner dashboard: monthly revenue, open jobs, upcoming appointments
Questions you might have
How does Orbi tell my customers apart from manager mode?
By the number. You add your own number as a manager under Settings → WhatsApp; messages from that number count as management commands. Everybody else is greeted as a customer.
Where do I connect the WhatsApp number?
In the Settings section of the CRM panel. You define your business number and your manager numbers there. When a number needs to be connected, our team completes it quickly.
How long does setup take?
Your CRM opens as soon as we have your business details, and the screens arrive ready for your brand and your industry. Data migration and team training are part of the setup and run alongside it.
Do I need technical knowledge?
No. Everything is managed through WhatsApp and one panel. There is no software to install, no server to configure and no code to write.
Can I give an employee limited permissions?
Yes. A "Sales" role can add and edit but cannot delete anything, and can only view active customers — so nothing gets lost by accident.
Is my data safe, and is it mine?
Your data is yours and you can export it whenever you want. Every business's data is held in its own isolated space; no other business can reach yours.
How does pricing work?
Orbitix is a monthly subscription with three plans and no contract; current prices are on the pricing page. Setup, data migration and training are included in all of them. See the pricing page for the line-by-line comparison.
Can I see it before I decide?
Yes. Browse the live demos, or ask us for a demo built around your own business. We will walk you through it on a short online call before anything is agreed — get in touch.
Can I cancel whenever I want?
Yes. There is no long-term commitment; you can stop your subscription whenever you want and export your data.
Can I use it from my phone?
Yes. The panel opens in a browser and can be added to your phone "like an app" (PWA). On top of that, most day-to-day work already happens over WhatsApp without opening the panel at all.
I have several branches and staff — does it fit?
Yes. You add your team with roles (Admin · Operations · Sales · View only) and decide everyone's permissions. Staff, bonus and earnings tracking comes with the panel.
When you are ready, your panel is waiting
Tell us about your business, connect WhatsApp, and start running the work with AI.