Digitrine Orbit-X Features
All Your Business Operations. One Smart Platform.
Simplify, automate, and scale your business with Orbit-X — a powerful cloud-based ERP designed to manage everything from leads and projects to invoicing and insights, all in one place.
Orbit-X SaaS Features
All your business operations. Orbit-X is a smart platform. Zero complexity.
Orbit-X is a powerful, yet easy-to-use cloud-based ERP solution designed to simplify and streamline your entire business. By bringing all your core operations into one intelligent platform, Orbit-X helps you save time, reduce complexity, and make smarter decisions faster.
Built with a flexible, modular architecture, Orbit-X adapts to your needs—whether you’re a freelancer, a growing startup, or an established business. Scale effortlessly, customize with ease, and take full control of your operations anytime, anywhere.
With Orbit-X, managing your business isn’t just easier—it’s smarter.
Why Businesses Choose Orbit-X
Everything you need to run and grow your business—without complexity, heavy costs, or limitations.
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Essential Features, Unlocked Across All Subscription Tiers
- Advanced Support Ticketing System
Deliver faster, smarter support with a powerful ticketing system featuring automated responses, private staff notes, and seamless ticket assignments. Enhance productivity with attachments, predefined replies, and quick insertion of knowledge base links—while staying organized with customizable priorities and status tracking. [Read More]
- Smart Knowledge Base for Customers and Staff
Organize articles into structured groups and easily create or edit content using a built-in text editor. Boost user engagement with a “Did you find this helpful?” voting feature directly in the client area. Plus, maintain full control with the option to enable or disable the Knowledge Base anytime. [Read More]
- Staff Task Management
Assign tasks to multiple team members with ease, add followers to stay in the loop, and collaborate through task comments with file attachments—keeping everyone aligned and productive. [Read More]
- Manage Contracts
Secure current and future deals with streamlined contract management. Create professional PDF contracts in minutes and send them directly to your customers using the built-in delivery system. Stay ahead with automated reminders before contract expiry—so you never miss an important renewal. [Read More]
- Surveys for Leads and Customers
Create engaging surveys that capture valuable feedback and elevate your customer experience. Design custom questions to gain insights and improve productivity. Easily send surveys to leads, customers, staff members, or targeted mailing lists—all from one place. [Read More]
- Advanced Survey Analytics
Transform survey data into meaningful insights with dynamic reports designed to uncover trends, measure satisfaction, and drive better business decisions. [Read More]
- Leads Management
Track and manage your leads effortlessly with an intuitive Kanban-style (Move tasks step-by-step across a visual board to track progress) pipeline that gives you full visibility into every stage. Easily monitor progress, attach files, and collaborate with notes—all in one place. Convert leads into customers in just a click, automatically capture leads from email, and create professional proposals to close deals faster. [Read More]
- Expense Management
Track and manage your business expenses with ease and accuracy. Set up recurring expenses to be automatically generated on a daily, weekly, monthly, or yearly basis—saving time and reducing manual work. Easily assign expenses as billable to customers or specific projects, ensuring accurate cost tracking and streamlined invoicing. [Read More]
- Payment Management
Record and receive payments seamlessly in multiple currencies, giving you the flexibility to work globally. Offer your customers a variety of convenient payment options—including Stripe, PayPal, UPI, and bank transfers. Automatically generate professional PDF receipts for every transaction, ensuring transparency and accurate record-keeping. [Read More]
- Smart Business Calendar
Get a complete, real-time overview of your business with a centralized calendar that keeps everything in sync. Track company events, invoice due dates, contract expirations, estimate deadlines, and task completion dates—all in one place. Stay organized, never miss a deadline, and plan ahead with confidence. [Read More]
- Estimates & Quotations
Create professional estimates in minutes and send them instantly to your customers for approval. Once accepted, seamlessly convert estimates into invoices with a single click—saving time and reducing manual work. Customers can view, approve, and take action on estimates without the need to log in, ensuring a smooth and frictionless experience. [Read More]
- Proposals
Create stunning, professional proposals that captivate and impress your potential clients. Use a powerful editor to easily add images, tables, and even YouTube videos—bringing your ideas to life. Collaborate seamlessly with built-in comments, allowing real-time discussions and faster decision-making with your customers. [Read More]
- Invoicing
Create professional, visually appealing invoices in minutes and send them directly to your clients with attached files and downloadable PDF copies. Apply flexible, item-based tax rates with ease, ensuring accurate billing every time. Automate your workflow with recurring invoices that are generated on your schedule—monthly or at custom intervals up to 12 months—so you never miss a billing cycle [Read More]
- E-Invoice
Generate compliant invoices in the following file formats:
JSON and XML formats.
- E-Signature
Sign and approve documents digitally with ease—fast, secure, and entirely paper-free for a smoother workflow.
- Project Management
Manage projects from start to finish with a powerful, all-in-one solution. Track tasks, expenses, and time spent in real time, and seamlessly convert project activity into accurate invoices. Collaborate effortlessly by assigning multiple team members to tasks, while monitoring time logs to ensure transparency, productivity, and precise billing.[Read More]
- Business Newsfeed
Keep your team informed and connected with a centralized business newsfeed. Share important updates, company events, and announcements, upload documents, and enable seamless internal communication—all in one place.[Read More]
- Goals Tracking
Set clear goals and track progress with precision. Monitor achievements in real time and keep your team motivated with automated notifications for milestones reached or missed. Stay in control with complete visibility into performance and outcomes—every step of the way.[Read More]
- Simple Reports and Insights
Get a clear, real-time overview of your business with powerful, yet easy-to-understand reports. Analyze sales performance, track top-selling items, monitor total income, and generate customer-specific reports—all in one place. Use flexible date filters to customize your insights and make better decisions faster.
Track lead conversions to measure growth and gain valuable feedback from knowledge base analytics—so you can continuously improve your content based on what your customers find most helpful.[Read More]
- Custom Fields Flexibility
Tailor Orbit-X to your business needs with powerful custom fields across key features. Capture additional data exactly how you want and seamlessly include custom fields in documents like invoices, estimates, and more ensuring every detail is captured and presented professionally.[Read More]
- Smart Reminders
Stay on top of every task and never miss an important follow-up. Set reminders for your team to take action—whether it’s calling a customer, scheduling a meeting, or tracking key activities.
Schedule reminders for specific dates and ensure timely execution with built-in notifications and optional email alerts. Keep everything organized by setting reminders across customers, leads, expenses, estimates, invoices, proposals, credit notes, and tasks—all in one place.[Read More]
- Multi-Language and Multi-Currency Support
Expand your business beyond borders with built-in multi-language and multi-currency capabilities. Deliver a localized experience by allowing users and customers to interact with Orbit-X in their preferred language, improving accessibility and engagement. Handle global transactions effortlessly with support for multiple currencies—create invoices, record payments, and manage finances in different currencies with accuracy and ease. Whether you’re working with international clients or scaling into new markets, Orbit-X ensures a seamless and professional global experience.[Read More]
- Bit Integration
Seamlessly connect your website with Orbit-X and unlock powerful automation across your business.
Capture Leads Instantly
Integrate your WordPress forms—including Elementor, Contact Form 7, Gravity Forms, and more—directly with your CRM. Every lead is captured automatically, eliminating manual exports and saving valuable time.
Automate Customer Journeys
Trigger smart actions based on user activity on your website—perfect for managing sales pipelines, support tickets, and automated follow-ups that drive conversions.
Effortless Data Sync
Keep everything up to date with reliable two-way data synchronization, ensuring your CRM and website stay perfectly aligned.[Read More]
- AI Enhancement
Unlock smarter workflows with built-in AI capabilities designed to boost productivity and decision-making. Enhance reports with deeper insights, generate concise ticket summaries, get intelligent replies to suggestions, and refine your content with advanced text enhancement—saving time while improving quality across your operations.
Easily connect with your preferred third-party AI provider using an API key and usage credits, giving you full flexibility and control over your AI-powered features.[Read More]
- URL Shortener
Boost Conversion Rates
Clean, memorable, and concise links improve customer engagement and drive higher click-through rates.
Brand-Friendly Short Links
Build trust and credibility with branded URLs that keep your messaging clear and professional—no more cluttered links.
Target the Right Audience
Deliver personalized experiences by redirecting users based on location, device, browser, operating system, or language.
Real-Time Analytics
Monitor link performance with detailed insights, including click-through rates, geolocation data, and device breakdowns—empowering you to make smarter, data-driven decisions.[Read More]
- Two-Factor Authentication (2FA)
Strengthen your account security with built-in two-factor authentication (2FA). Protect sensitive data by requiring an additional verification step using industry-standard TOTP (Time-based One-Time Password) apps such as Google Authenticator, Microsoft Authenticator, Authy, and more—ensuring secure, reliable access for your team at all times. [Read More]
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Essential Features Available Under Group-2
- Accounting and Bookkeeping
Accounting is the process of recording, organizing, and analyzing financial transactions to understand the financial health of a business. It involves capturing data, categorizing it, and presenting it in meaningful formats to support informed decision-making.
At its core, accounting consists of two key components: bookkeeping and financial analysis. Bookkeeping focuses on accurately recording day-to-day transactions such as purchases, sales, and receipts. Once this data is organized, it is analyzed to generate insightful financial reports.
These reports—such as profit and loss statements, cash flow reports, and tax summaries—provide a clear picture of business performance and obligations. With accurate accounting in place, businesses can monitor their finances effectively, stay compliant, and make smarter, data-driven decisions for sustainable growth.
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.