CRM

Orbit CRM
Customers, deals and follow-ups organized the way you sell.

Orbit CRM is a modern customer relationship manager. Companies, people and opportunities work out of the box, and you can add your own objects and fields. A kanban tracks deal stages, email and calendar attach to the right customer, and workflows take over repetitive entry and reminders.

Try it now

This interactive demo runs in your browser with fictional sample data, and your changes stay in your browser. Download the kit for the complete system.

Core features

For sales teams leaving spreadsheets behind without signing up for expensive per-seat software.

Flexible data model

Create objects and fields in the UI, such as “Sample order” or “Trade-show lead”, with relations, selects, currency and dates.

Kanban and table

Drag deals through stages, or filter, sort and bulk-edit in a spreadsheet-like table with saved views.

Email and calendar sync

Connect Gmail or Outlook and threads and meetings attach to the matching people and companies.

Workflow automation

When a record is created or changes, create tasks, send notifications or call external APIs.

Import and API

Import customers from CSV; GraphQL, REST and webhooks connect other systems.

Team and permissions

Workspace members, roles and a timeline of who changed what.

How teams use it

  1. 01

    Inquiry to order

    A new inquiry starts in “To follow up”, moves to “Negotiating” after a quote, and an order creates the next task.

  2. 02

    Trade-show leads

    Scanned business cards import as leads, grouped by country and interest, each with an owner.

  3. 03

    Account care

    Customers without contact for 90 days trigger a reminder to their owner.

Download and deploy

The kit contains the service definition, a settings template, a one-command installer and a guide. The installer generates secrets, prepares the database and waits until the service is ready.

Download the kit

orbit-crm.zip

Start in three steps

  1. Unzip the downloaded kitunzip orbit-crm.zip
  2. Open a terminal in the folder and run the installercd orbit-crm && sh install.sh
  3. Open in your browserhttp://localhost:3050

First run

Sign up and create a workspace; add custom objects and fields under Settings → Data model, or import a CSV to start.

Requirements

Docker
Docker 24+ with Docker Compose v2
Free memory
≥ 2 GB
Disk space
≥ 5 GB
OS
macOS, Linux, or WSL2 on Windows

Services

  • webUI and API
  • workerSync and background jobs
  • dbPostgreSQL business data
  • redisCache and queues

What's in the kit

  • Web CRM with Chinese UI
  • Companies, people, opportunities, tasks and notes
  • Custom objects, fields and views
  • Workflows, API and webhooks
  • One-command installer (with database and worker)

What we can tailor for you

For production rollout, connections to your existing systems or brand customization, we can take it from here.

Let’s talk
  • Objects and stages designed around your sales process
  • Migration from Excel or another CRM
  • Connections to inquiry forms, support desk or ERP
  • Company mailbox and calendar sync

FAQ

Can I import customers from Excel?
Yes. Save as CSV and import into the object, mapping fields as you go.
Does it work on phones?
The web app adapts to mobile browsers for checking customers and logging follow-ups.
Sign-in fails after changing the address?
SERVER_URL must exactly match the address in the browser; restart after changing it.
Is there a user limit?
The kit has no user cap.

Which recurring task
should work better?

Let’s talk