One business workspace: customers, tasks, staff and history in one place.
Every ORCA module plugs into the Core workspace. It holds your customers and leads, notes and tasks, staff accounts with permissions, and the activity history that the other modules write to. Start here; add modules only when a workflow needs them.
Who it helps
Small businesses that keep customers, quotes and follow-ups in spreadsheets, inboxes and memory.
The problem
Customer details, tasks and history live in different places, so follow-ups slip and nobody has the full picture.
Key features
- Three staff accounts with permissions
- One workspace / location
- 500 CRM contacts with lead stages
- Notes, tasks and activity history
- CSV import and export
- Backups and 1 GB shared storage
- 50 short AI drafts or summaries per month
How the workflow runs
- Import customers from CSV or add them as enquiries arrive
- Record notes, tasks and follow-up dates against each customer
- Staff see only what their permissions allow
- Every module adds its own events to the same customer history
Where AI helps, and where rules stay in charge
AI drafts customer replies and summarises long notes on request. It never changes customer records, prices or stock by itself.
Required integrations and access
- None: Core runs on its own
Customization options
- Extra staff accounts and locations
- Custom fields and lead stages
- Additional storage on quote