Digitrine Orbit-X Modules

Complete module listing across all four tiers.

Discover all modules and capabilities across finance, sales, operations, and AI – designed to scale your entire business.

Finance & Billing

Manage accounting, invoicing, and financial workflows with complete visibility and control.

Accounting & Bookkeeping

Ledger, journal entries, profit & loss

Purchase Order

Vendor PO creation and management

Delivery Note

Outbound delivery documentation

Stripe Ideal V2

Payment gateway integration

Inventory Management

Stock tracking, warehousing, SKUs, barcodes

Client Wallet

Prepaid balance & automated invoice payment

Sales & Marketing

Capture leads, automate campaigns, and drive conversions with integrated sales tools.

Proposals (Unlimited)

Branded proposal builder, all tiers

Surveys

Client feedback & NPS forms

Social Media Management

Schedule & publish to social channels

Sales Commission

Track & calculate staff commissions

Affiliate Management

Commission tracking & referral management

Facebook Leads

Import leads directly from Facebook lead ads

Landing Page Builder

Drag & drop lead capture page builder

Communication & Support

Stay connected with clients through messaging, notifications, and real-time interactions.

WhatsApp Chat

Two-way WhatsApp messaging with clients

Custom SMS & Email

Trigger custom notifications to clients

Video Meetings

Whereby / Zoom meeting integration

Projects & Productivity

Organize tasks, track goals, and manage team productivity across all operations.

Goals

Team & individual goal tracking

CSV Export Manager

Bulk data export across all modules

HR & Assets

Manage teams, attendance, and internal resources with centralized HR tools.

Team Passwords

Secure shared credential vault for staff

HR Management

Leave, attendance & basic payroll management

AI, Analytics & Intelligence

Gain insights with dashboards, AI-powered reports, and data-driven decision tools.

Analytics Dashboard

Deep CRM metrics, KPI views & data insights

AI Reports

AI-generated business performance reports

Customer Cluster Map

Geo-visualize customer locations on a map

Customisation & System

Control platform behavior, integrations, and branding to match your business needs.

Translations

Multi-language support across the CRM

Theme Style

UI colour & branding customisation

Menu & Tenant Setup

Navigation control & per-tenant configuration

Contact Role

Define contact-level access permissions

Database Backup

Scheduled database backup & restore

Custom JS Module

Inject custom JavaScript per tenant

REST API Access

External app integrations via full API access

White Label

Remove Orbit X branding, custom domain support

Orbit-X Onboarding & Asessment

Before we onboard your app into support & maintenance, we conduct a structured technical audit. Please complete this assesssment form to help us assess readiness.

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