Features

Business Software
Without the Complexity

OBit combines CRM, ERP, communications, accounting, inventory, manufacturing, and workflow management into a single modular platform.

Start with what you need today and expand as your business grows.

The OBit Difference

Traditional Software

CRM
Accounting
Inventory
Communications
Manufacturing
  • Multiple systems.
  • Multiple vendors.
  • Multiple integrations.
  • Multiple logins.
  • Multiple headaches.
VS

OBit CRM

Single
Platform
CRM
Accounting
Inventory
Communications
Manufacturing
Workflow
  • One database.
  • One platform.
  • One login.
  • One source of truth.
  • Endless possibilities.
Work Less. Automate More.

Automations can trigger actions across every module.

1. New Lead

Lead is captured from any source.

2. Create Opportunity

Automatically create an opportunity.

3. Generate Contract

Create and send contract instantly.

4. Signed Contract

Contract signed and stored in system.

5. Inventory Low

Inventory update triggers reorder.

6. Missed Payment

Notify accounting and client.

7. Send Reminder

Appointment reminder via SMS.

Communications Built Into Everything

Unlike traditional CRMs, communications aren’t a separate integration — they’re part of the platform.

SMS
Calling
Email
Campaigns
Internal Notes
Activity Tracking

Every conversation stays attached to the customer record. Nothing gets lost. Everything is connected.

Enterprise Security Without Enterprise Complexity
  • Role-Based Permissions
  • Department Access Controls
  • Activity Logging
  • Audit Trails
  • Secure Cloud Infrastructure
  • Multi-Tenant Architecture
  • Dedicated Enterprise Deployments

Your data is protected with enterprise-grade security built into every layer of OBit.

Built for Today. Ready for Tomorrow.

Current Modules

Workflow
Sales Pipeline
Accounting
Inventory
Manufacturing ERP
Communications
Contracts

Future Expansion

HR
Asset Tracking
Customer Portal
Vendor Portal
Business Intelligence
Industry Packages

A platform that evolves with your business and the industries we serve.