Centriu OrbitMultichannel CRM and relationships in a single visual funnelsee all modules
Multichannel CRM & Relationships

The CRM that brings every channel into a single funnel

Centralize contacts, email, WhatsApp and tasks in a visual funnel with per-stage SLAs and follow-up automation. Your team sees everything about the customer in one place — and never lets an opportunity go cold.

Multichannel · Visual funnel · SLAs and automatic follow-up

Centriu Orbit — multichannel CRM and relationships with a visual funnel
1
record per customer
3+
channels in the same funnel
0
forgotten follow-up
100%
of the history at hand
Why Orbit

Scattered contact becomes a funnel under control

Orbit brings channels, contacts and deadlines together in one place — so the team acts at the right time, with the full history at hand.

One contact, one truth

Each customer becomes a single record with a complete history: emails, WhatsApp conversations, calls, tasks and deals. No more parallel spreadsheets and information scattered across tabs.

Every channel in one place

Email, WhatsApp and phone all talk to the same record. Your team replies from wherever the customer reached out, without switching tools or losing the thread of the conversation.

SLAs no one lets slip

Every funnel stage has a deadline. Orbit warns before it runs out, escalates what has stalled and shows the team's real response time.

Features

Everything a real CRM needs to have

From the first contact to the close — with channels, deadlines and automation in the same place.

Visual sales funnel

Drag deals between stages in a clear Kanban. See value, probability and what is blocking each opportunity.

Integrated email inbox

Send and receive emails straight from the record, with templates, open tracking and attached history.

WhatsApp and telephony

WhatsApp conversations and call logs linked to the contact, with quick replies and service notes.

Follow-up automation

Re-engagement sequences triggered by stage, inactivity or deadline — so no lead goes cold from being forgotten.

Segmentation and tags

Filter by source, stage, value or behavior and create dynamic lists for targeted actions.

Multiple funnels

Sales, post-sales, onboarding, collections — each process with its own stages, deadlines and indicators.

How it works

From scattered contact to a funnel under control

Four steps to organize your relationships and stop losing sales through oversight.

01
Centralize contacts

Import your base or capture leads across channels. Each person becomes a single record, with no duplicates.

02
Design your funnel

Build the stages of your sales or relationship process and set the SLA for each one.

03
Automate follow-ups

Set up sequences and reminders so no opportunity sits idle waiting for someone to remember.

04
Track and adjust

Read the dashboard, see where deals get stuck and refine stages, deadlines and messages based on real data.

In action

Every deal with a deadline, owner and next action

The visual funnel shows where each opportunity stands and what is missing to move forward. When the deadline tightens, Orbit fires the follow-up and alerts the owner — before the customer disappears.

Funnel · Sales
R$ 148,200 open
Qualification4
Padaria Aurora
R$ 3.4k
Studio Nova
R$ 5.9k
Proposal3
Clínica Vitta
R$ 12k
Loja Prime
R$ 8.2k
Closing2
Grupo Meta
R$ 24k
WhatsApp replied — Clínica Vitta
Follow-up sent by email
Proposal SLA due in 6h
Grupo Meta moved to Closing
No forgotten leadsEvery opportunity with a next action, owner and deadline. Orbit reminds the team before the customer goes cold.
Relationship dashboardConversion by stage, loss reason, response time and productivity per salesperson — in real time.
Contacts always classifiedSource, stage, value and behavior tagged so you can segment and act with precision.
Ecosystem

At the center of your customer cycle

Orbit is the heart of relationships in Centriu OS. It receives the leads, keeps the history alive and passes the baton to the right modules at each stage.

OrbitLinkCareFlowLoopAgent

Link captures the lead · Care scales support · Flow automates processes · Loop nurtures the relationship · Agent runs it with AI

Built for

Sales teamsAgenciesConsultanciesB2B SaaSServicesReal estateEducation

Module plans

Three tiers that unlock more as you grow. On Max, you get access to everything.

Starter

Essentials to start

  • Visual opportunity pipeline
  • Contacts and organizations
  • Linked activities and tasks

Pro

Full operation

  • Visual opportunity pipeline
  • Contacts and organizations
  • Linked activities and tasks
  • Multiple pipelines per team
  • Dynamic contact segments
  • Stage-based automations and workflows

Max

Everything

Everything unlocked

  • Visual opportunity pipeline
  • Contacts and organizations
  • Linked activities and tasks
  • Multiple pipelines per team
  • Dynamic contact segments
  • Stage-based automations and workflows
  • Sales reports (win rate, forecast)
  • Per-rep performance
  • Workflow actions: email, notification, webhook
  • Integration with Flow, Pulse, Care and Gauge
FAQ

Frequently asked questions

Put every opportunity in the right place

Centralize channels and never miss a follow-up again

Bring contacts and channels together, give each stage a deadline and put follow-up on autopilot. Talk to a specialist and see Orbit in your funnel.