All work
Orrest CRMOrrest DigitalInternal
Orrest CRM is a focused workspace where Orrest Digital's team manages every client and prospect, from first conversation to signed client.
Orrest CRM screenshots
The client
Orrest Digital. A focused workspace for the Orrest Digital team. Every client and prospect lives here, and it stays inside the agency.
Who it's for
The Orrest Digital team, working a prospect from the first conversation through to a signed client.
Key features
- One prospects pipeline: New, Qualified, Meeting, Proposal, Won and Lost.
- A won prospect becomes a client in one click, with onboarding.
- Client accounts hold contacts, notes and files.
- An activity timeline for every client and prospect.
- Tasks, and a dashboard of what needs attention.
- Invite-only staff login, saved views and notifications.
Tech stack
React and TypeScript. Convex holds the data, Convex Auth is invite-only for staff, and it is deployed on Vercel.
- React
- TypeScript
- Convex
- Convex Auth
- Vercel
Status
An internal tool for the agency. There is no public link.
