CUSTOMER RECORDIllustrative example
Northstar Supply
Company & contact context
- Primary contact
- Alex Morgan · Purchasing
- Sales representative
- Jordan
- Relationship
- Lead → Client
Contacts and sales history stay with the record during conversion.
CAPABILITIES / CRM & SALES
Customer context.
A clearer next step.
Keep leads, contacts, interactions, and follow-ups connected. Give your team the context to pick up a conversation and the next action to move it forward.
CRM & SALES
Keep the relationship in view.
A customer relationship is more than a name in a list. ORCA brings company details, contacts, and sales activity together so the next conversation can begin with context.
PEOPLE
Leads & contacts
Keep company and contact details alongside the sales work connected to them.
HISTORYInteractions & notes
Record what happened and keep completed interactions distinct from future follow-ups.
NEXT ACTIONFollow-ups & activities
Use dates, activity status, and assignments to organize what comes next.
CUSTOMER CONTEXT
Pick up the conversation
with the background in reach.
Review the company and its contacts, then open the related sales history. When a lead becomes a client, the conversion workflow keeps contacts and sales history with the record.
Who you’re talking to
Company details and contacts provide the starting point.
What you’ve discussed
Completed interactions preserve the conversation and its outcome.
What needs to happen next
A dated follow-up turns a next step into work your team can find.
SALES HISTORY
Separate what happened
from what happens next.
Log an interaction with its type, date, subject, and notes. Add a follow-up date and next action when another step is needed. Open follow-ups and completed interactions have separate views.
MONDAY · PHONE CALL
Discuss the opening order.
“Alex asked about product availability and wants to review the assortment with the team.”
THURSDAY · JORDAN
Check the assortment decision.
“Call Alex after the team’s review. Confirm the next step and record the outcome.”
Illustrative conversation. Scheduling a follow-up does not send an email or place a call.
FOLLOW-UPS & ACTIVITIES
Make the next action easier to find.
Filter customer activities by assignment, type, due date, and completion status. Focus on overdue work, today, or the coming days without treating a planned activity as a completed conversation.
ACTIVITY VIEWInteractive illustration · fictional records
4 example activities
Canyon Outfitters
Confirm the right contact
Jordan · Follow-up · Due yesterday
Northstar Supply
Check the assortment decision
Jordan · Follow-up · Due today
Summit Retail
Review the next order discussion
Taylor · Follow-up · Due Friday
Valley Goods
Recorded the account introduction
Taylor · Phone call · Outcome saved
Try the filters above. This illustration changes only the examples on this page.
FOCUS THE SALES WORK
Find the right list.
Then open the story behind it.
Filter leads by sales representative and configured funnel stage. Review activities by assignment, type, due date, and completion status.
Sales representative
Focus on the leads assigned to a representative.
Configured stage
Narrow the lead list using the stages in your sales process.
Due date & status
Separate upcoming work from overdue and completed activities.
Stages, activity types, and access depend on configuration. Connected email requires its own setup.
FROM CUSTOMER QUESTION TO NEXT ACTION
Make the next conversation easier to start.
“Who last spoke with them?”
Open the customer’s completed interaction history.
“What did we agree to do?”
Review the next-action notes and follow-up date.
“What needs attention today?”
Filter activities by assignment, date, and status.
COMMON QUESTIONS
Start with your sales process.
Is a scheduled follow-up the same as a completed interaction?
No. ORCA separates future follow-ups from completed interactions so you can see both the history and the work still ahead.
Can we keep the history when a lead becomes a client?
The lead-to-client conversion workflow retains contacts and sales history with the record.
Does this automatically send follow-up emails?
Scheduling an activity records the next action. It does not by itself send a customer email. Connected-email options require configuration and should be reviewed for your workflow.
BUILT AROUND YOUR BUSINESS
Build around the way your team sells and follows up.
Your customer process may need specialized views, handoffs, or connections to other systems. We can scope extensions around your team’s workflow rather than asking you to force every step into a standard process.
LET’S WALK THROUGH IT
Bring a real customer journey.
We’ll walk through the lead, conversation, and follow-up steps your team needs in ORCA.