Core Features of OrbisX CRM App for Detailers, Tinters and Auto Pros
OrbisX is a fully integrated software solution designed for automotive professionals, offering an extensive range of tools to streamline your business operations. Our platform combines ease of use with powerful features that help grow your business. Here’s a summary of the core features:
Full-Feature Calendar
Stay on top of all your appointments and bookings with a comprehensive calendar system that offers 15+ customizable views, designed to fit the needs of your business. From daily to monthly views, effortlessly track jobs, pickups, staff assignments, and more.
Unlimited Bookings, Customers, Estimates, Invoices, & Expenses
Never worry about limitations—OrbisX allows you to handle unlimited bookings, customers, estimates, invoices, and expense tracking. Your business can scale freely without any restrictions.
Online & Offline Payments
Whether you’re online or offline, OrbisX ensures seamless payment processing, thanks to integrations with leading payment systems like Stripe, Square, Clover and other POS solutions.
CARFAX Integration
Directly integrate with CARFAX to provide real-time vehicle history reports, helping you enhance customer trust and offer valuable insights with every service.
SiriusXM Radio Integration
Add extra value to your services with our SiriusXM integration, providing your customers with radio trials and promotions through seamless in-app functionality.
Wisetack Financing Integration
Offer your customers easy, built-in financing options with Wisetack, allowing them to break up their payments into manageable installments.
VIN Scanning & Plate Detection
Simplify vehicle intake with automatic VIN scanning and plate detection, saving time and reducing manual errors when entering vehicle information.
Route Planner for Mobile Services
Optimize your route for mobile services, ensuring that your team reaches customers quickly and efficiently while minimizing travel time and expenses.
Automated Emails & SMS
Automate your communications with customers through customizable email and SMS messaging, ensuring consistent follow-ups, reminders, and confirmations.
Loyalty Cards & Reward System
Drive customer retention with a built-in loyalty card system, allowing customers to earn points and rewards for repeat visits.
Fleet Management GPS Tracking
Manage your fleet effortlessly with GPS tracking, providing you with real-time updates on vehicle locations and usage.
AI-Powered Booking Calendar & Inventory System
Our artificial intelligence-driven booking calendar helps optimize appointments based on staff availability and job duration, while the AI inventory system keeps track of stock levels and automatically orders new supplies when needed.
Automated Reminders & Google Reviews
Set up automated reminders for appointments and post-service follow-ups to encourage customers to leave Google reviews, boosting your online presence and reputation.
Auto-Ordering Inventory System
Never run out of stock with an automated inventory system that orders supplies based on your preset thresholds and usage patterns.
Automated Upsells & Lead Followups
Increase revenue by automating upsell suggestions during the booking process and following up on leads to close more deals.
Reporting & Accounting
Gain deep insights into your business with comprehensive reporting and accounting tools. Easily track financials, generate profit and loss reports, and stay compliant with tax obligations.
iOS & Android Apps
Stay connected on the go with our fully functional iOS and Android apps, providing you with access to all OrbisX features from your smartphone or tablet.
Contests & Marketing Tools
Boost engagement with your customers using built-in contest and marketing tools designed to grow your audience and increase customer retention.
Damage Intake Forms & Job Timers
Document vehicle conditions with damage intake forms, ensuring accurate records before work begins. Use job timers to track time spent on each service, providing insights into efficiency and cost.
Mobile Appointment Directions & Send ETA
Provide your customers with peace of mind by sending them real-time ETAs and directions for mobile appointments, ensuring transparency and reducing no-shows.
POS System & Inventory Management
Track product sales with our point-of-sale (POS) system, complete with barcode scanning for faster transactions and in-depth inventory management features.
Staff Training System
Train your staff effectively using OrbisX’s built-in training modules, helping them master every aspect of your business operations.
Sell Gift Cards Online and In-Person
Increase your revenue by offering both physical and online gift certificates. You can purchase reloadable NFC cards that offer tap to load and tap to pay functionality that seamlessly connects with your OrbisX account.
Import/Export Excel/CSV
Easily manage data with our import/export functionality to get you switched over from your current CRM if you are using another system or platform.
Warranty System
Offer customers peace of mind with our fully customizable warranty system and even embed a warranty claims form on your website so customers can easily file a warranty claim that becomes a trackable claim in OrbisX for you to followup every step of the way.
Bulk SMS/Email Marketing
Send bulk SMS or email campaigns to stay connected with your customers and leads and promote new offers or deliver valuable content that keeps your customers coming back and sending you referrals time and time again.
Timeclock Staff Time Tracking & Unlimited Users
Track staff hours with the built-in timeclock, monitor breaks, and manage vacation/sick days. Plus, enjoy the freedom of unlimited users—all included with OrbisX!
Key Features for Your Team
- Unlimited Users and Staff Accounts: Scale your business without limits—add as many team members as you need.
- iOS and Android apps for your team on the go whether in the shop or the field.
- 24/7 Availability: OrbisX is always on the clock, ensuring your business operations run smoothly, day or night.
- Efficient Task Management: Assign and track tasks effortlessly, keeping everyone on the same page.
- Comprehensive Staff Performance Tracking: Monitor and optimize staff productivity with detailed analytics and reports.
- Customizable Permissions: Control access levels for each user, ensuring your team has the right tools without compromising security.
- Integrated Communication Tools: Keep your team connected and informed with built-in messaging and notifications.
With OrbisX, you’re not just choosing a CRM; you’re investing in the most powerful, customizable, and user-friendly platform designed specifically for automotive detailing professionals. Unlike other CRMs, OrbisX offers unlimited everything—bookings, customers, invoices, estimates—alongside exclusive integrations like CARFAX, SiriusXM, and Wisetack Financing. Our AI-driven tools, automated workflows, and advanced route planning streamline your operations while reducing manual tasks. Plus, we release daily updates packed with new features and enhancements to keep your business ahead of the curve. When you choose OrbisX, you’re choosing a partner that works tirelessly to optimize, automate, and grow your business with a solution that evolves as fast as your needs.
Start growing, automating and streamlining your business today with OrbisX