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Work Flows

Work Flows are Dynamic and Your CRM Needs to Be Dynamic too! There are many ways to get things done in OrbisX and one of the strengths of the app is that you aren’t forced into a rigid work flow. Sometimes you just need an invoice or just an appointment and other times you need both etc.

With OrbisX the work flow process is up to you and this video helps to explain the work flow from start to finish in typical scenarios such as creating a lead, then client, then appointment, then invoice and payment and other scenarios like jumping right to a client then an invoice etc. Discover your own work flows and how OrbisX can streamline your operations by removing restrictive boundaries that other softwares force upon your business.