Service Details

ORCA Tech CRM is a full-featured, modern customer relationship management platform engineered to adapt to your growing business operations. Built on an extensible architecture, it enables teams to break free from rigid legacy software and build the exact CRM system they need without months of complex consulting.

Centralize all customer interactions, sales pipelines, task management, and communication histories in one real-time workspace. With native support for visual Kanban boards, detailed table views, and automated synchronization with Google Workspace and Microsoft 365, your team gains complete visibility across every customer touchpoint.

A Production-Ready CRM You Can Reshape As You Go

Whether you are tracking inbound leads, managing enterprise sales funnels, or orchestrating multi-step post-sale onboarding workflows, ORCA Tech provides the tools and flexibility you need:

• Custom Data Modeling: Define custom objects, add 20+ rich field types, and establish bidirectional relationships without writing code.
• Interactive Pipelines & Views: Organize deals across visual stages with drag-and-drop Kanban boards, multi-field sorting, and AND/OR filters.
• Visual Automation Engine: Trigger automated actions based on record changes, recurring schedules, manual user actions, or incoming webhooks.
• Autonomous AI Integration: In-CRM AI agents that assist with lead research, record enrichment, and automated workflows.
• Calendar & Email Sync: Seamless two-way email and calendar sync that automatically attaches threads to CRM records.
• Developer Extensibility: Auto-generated GraphQL and REST APIs with complete data ownership and zero vendor lock-in.

Designed for fast-growing companies, technical founders, and revenue teams who demand both ease of use and deep extensibility. With granular role-based permissions, enterprise SSO, and direct database access, ORCA Tech scales seamlessly as your organization expands.

Export your data anytime via CSV or direct API access—ensuring total ownership of your customer data with zero lock-in, forever.