OrqonixMove the next decision forward
Acceptance queues, opportunities, qualification evidence and dated follow-ups keep ownership attached. A marketing score does not create a won deal.
Orqonix for Sales & clients.
Every relationship has a next step.
Pipeline, clients, conversations, and follow-ups—with the context that the rest of the company needs when a deal becomes work.
Guided preview
Actual product design · Sales & clients · Pre-launch preview
A department with company context
Sales & clients, not in a silo.
Pipeline, clients, conversations, and follow-ups—with the context that the rest of the company needs when a deal becomes work. The workspace is being designed to share context with the rest of the company, not simply sit next to it.
Keep commercial evidence versioned
Review the exact quote revision, pricing exception and signer authority. Viewing a proposal or giving a verbal yes is not an executed agreement.
A handoff recipients accept
Carry the same account and contact identity into Finance, Projects and Customer Success. Booked, billed and paid remain separate.
The next handoff
Still the same company.
Marketing packet → Sales acceptance → discovery → versioned quote → executed agreement → recipient-accepted delivery and billing handoffs.
Inside the department
Useful work. Clear boundaries.
These are designed workflows, not a claim that live services are connected.
01
Lead acceptance
02
Pipeline & deal workroom
03
Activities & sequences
04
Forecast & quota
05
Quotes & discount review
06
Contracts & client handoffs
Sample data, not a live account.
Product screens show illustrative Northwind records. Reporting needs verified sources and aligned periods. Provider outcomes and permissions must be enforced by the runtime.
Clark · Your personal assistant
Context for the work.
Authority stays clear.
Prepare opportunity context, meeting agendas, follow-ups and quote drafts from permitted evidence. Pricing, contract and external-delivery controls retain their configured authority.
Explore Clark & AI roles ↗Prepare
Draft, summarize and link evidence from the records you can access.
Act within scope
Allowed actions can use configured tools. Permissions and suppression are checked at execution—not just in the interface.
Recover honestly
Preserve revisions and receipts. Reconcile unknown outcomes before retrying; never display a fake success.
Built to work together
Explore the teams
around this workspace.
Different responsibilities. The same company context.
The next chapter of how companies work
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Pre-launch · No payment required