Modules

Build Your Business Platform

Start with a CRM. Add the modules you need. Scale into a complete business operating system.

OBit CRM is designed around modular growth. Deploy only the tools your organization needs today, then expand as your business evolves.

01

Workflow

Tasks, Calendar, Appointments

  • Tasks & To-Dos
  • Calendars
  • Appointments
  • Team Scheduling
  • Activity Tracking
Included at Launch
02

Sales Pipeline

Track opportunities from first contact to close.

  • Leads
  • Opportunities
  • Pipeline Stages
  • Forecasting
  • Deal Management
Included at Launch
03

Accounting

Manage financial operations directly within OBit.

  • General Ledger
  • Accounts Receivable
  • Accounts Payable
  • Invoicing
  • Financial Reporting
Included at Launch
04

Inventory

Real-time inventory visibility across locations.

  • Stock Tracking
  • Warehouses
  • Purchase Orders
  • Lot Tracking
  • Reorder Points
Included at Launch
05

Manufacturing ERP

Production planning and manufacturing control.

  • Work Orders
  • Bill of Materials
  • Production Scheduling
  • Material Planning
  • Shop Floor Tracking
Included at Launch
06

Communications

SMS, Calling, Emails, Campaigns all in one place.

  • SMS
  • Calling
  • Email
  • Marketing Campaigns
  • Conversation Tracking
Included at Launch
07

Contracts

Contract generation, contract control, and e-sign.

  • Contract Generation
  • Templates
  • Version Control
  • Approval Workflow
  • E-Signatures
Included at Launch

One Platform.
Unlimited Configurations.

A financial firm may only need:

  • CRM
  • Workflow
  • Communications
  • Contracts

A manufacturer may need:

  • CRM
  • Inventory
  • Manufacturing ERP
  • Accounting
  • Workflow

Because every module shares a common database, information flows seamlessly between departments without integrations or duplicate entry.

CRM
Workflow
Sales Pipeline
Accounting
Communications
Contracts
Inventory
Manufacturing ERP

Future Expansion

OBit’s architecture allows rapid deployment of new modules.

  • Human Resources
  • Customer Support
  • Compliance Management
  • Asset Tracking
  • Project Management
  • Business Intelligence
  • Industry Specific Extensions
  • And much more.

Ready to See OBit in Action?

Join the early access list and be notified when launch access becomes available.