One connected workspace. From first contact to repeat business.
Customer context, always closeOrders with a clear next stepA shared view for the whole team
TAKE A CLOSER LOOK
A little less switching. A lot more clarity.
Explore the actual workspace, with dedicated English and Chinese demonstration data.
Orvio / Sales workspace
01 / ORDER OPERATIONS
Keep every order moving.
From a new order to the next delivery.
Track customers, amounts and approval status in the same working view.
8 orders · HK$284,600 total value
Approved, in review and draft — in one view
FICTIONAL DEMO DATA
Captured from the actual Orvio interface · English demo workspaceSwitch views. Explore the details.
BUILT AROUND YOUR WORKDAY
Everything your next move needs.
Keep the relationship, the transaction and the next action in the same picture.
Relationships with context
Accounts, contacts and activity history in one place. Open a customer record and pick up where your team left off.
Accounts · Contacts · Activity
NO
Northstar OpticalCustomer workspace
Every conversation adds context
Call logged
Quote prepared
Next visit planned
Orders that keep moving
Customer pricing, quotes, order lines and approvals work together, so the handoff is as clear as the sale.
Pricing · Quotes · Approvals
From conversation to fulfilment#001042
Draft
Review
03Approved
04Exported
Northstar OpticalHK$12,480
Your next action, in view
Plan store visits, keep track of tasks and see upcoming events without piecing the day together.
Tasks · Calendar · Store visits
A plan for the day09:00 — 17:00
09:30Review customer quote
11:00Store visit · Northstar
14:30Confirm next delivery
The bigger picture, on demand
Explore reports, dashboards and sales forecasts. Give the team a shared view of progress and priorities.
Reports · Dashboards · Forecasts
See the signal
Sales, activity and order progress
ONE FLOW. FEWER LOOSE ENDS.
From “let’s talk” to “let’s order again.”
Keep the context as work passes between sales, customer service and finance.
01
Start with the relationship
Capture the customer, their contacts and the conversations that matter.
02
Build the right offer
Bring product details, customer pricing and quotes into the same workflow.
03
Get the team aligned
Move orders through review and approval with a clear status and history.
04
Keep business connected
Export approved orders to ERP and use reporting to plan what comes next.
CONNECTED TO THE REST OF YOUR BUSINESS
Your sales workspace. Part of the bigger system.
Bring data in through imports, connect workspace records through the REST API and webhooks, or exchange files with your ERP over SFTP.
CSV & structured imports
REST API & webhooks
ERP over SFTP
Available features depend on your workspace modules, permissions and plan.
Customer dataCSV / API
OrvioSales & orders
ERP & operationsSFTP / WEBHOOK
ROOM TO MAKE IT YOURS
Start with what you need. Grow into the rest.
Choose modules for your team, tailor fields and layouts, and set permissions around how your business works.
Modular by design
Enable the capabilities your workspace needs.
Your fields, your workflow
Adapt custom fields, picklists and record layouts.
Clear responsibilities
Use roles, queues and approvals to organise access and handoffs.
FAQs
A few things you might be wondering.
Who is this workspace designed for?
Sales teams that need customer relationships and operational work to stay connected. It supports CRM workflows as well as wholesale ordering, customer pricing, approvals and field sales.
Can we start with just a few features?
Yes. Workspaces use modules, so you can enable the features relevant to your team. Module availability and usage limits depend on the selected plan.
Can we bring our existing customer and product data?
The import tools support customer, contact, product and other supported record types. For ongoing connections, the platform provides REST API, webhook and SFTP exchange options, subject to configuration and permissions.
Can different team members have different access?
Yes. Workspace roles and permission profiles control access to objects and actions. Teams can also use ownership, queues and approval flows to organise responsibilities.
Is the interface available in Chinese?
The interface supports English and Traditional Chinese, with workspace settings for currency and time zone.
YOUR NEXT CHAPTER STARTS HERE
A clearer way to move business forward.
Bring the people, the context and the next step together.