From first call to paid invoice

CRM, quoting and invoicing, and a point-of-sale register — in one system, on one database, with your stock and your books.

CRM
Quotes and invoices
Links your customers open
Services and proposals
Point of sale
Wholesale

CRM

Customers, leads and opportunities in one CRM. Click any customer's name, anywhere, to open their record.

Each customer carries their own terms, tax-exempt certificates, notes, and custom fields from a field catalog you define.
Find a customer or lead by phone number however it was typed — with dashes, without, or just the last seven digits.
Profit per customer: revenue, minus the real FIFO cost of what they bought, minus giveaways.

A customer's record in OrienOS: total spend, total profit, order count, average order and customer-since date, above a table of their eight orders with dates, statuses, items and revenue — A customer's record, opened by clicking their name.

Quotes and invoices

Convert a quote to an invoice and the two stay in sync until the invoice is delivered or paid. Then it locks: paid documents freeze.

Build quotes with per-line price lists.
Any product or service line can carry a percent off. The list price and the percent are stamped on the line, so the invoice, quote and email print “15% off $12.65” today and on a reprint years later.
The discount survives conversion from quote to invoice.

The quotes list: four quotes with their contact, opportunity, status chips marking two as proposals, line counts, and a Convert button on each open quote

The invoices list with a year-to-date filter, and per-invoice actions including Mark paid and Send for fulfillment

Links your customers open

Every quote, invoice and local-pickup order gets its own private link — signed, valid for 180 days — to a page carrying your logo.

The quote page has an Accept this quote button. Accepting turns the quote into an invoice — the same conversion your staff run — and the page then shows it as accepted.
The invoice page shows whether it's paid. The pickup page says the order is ready to collect and asks the customer to get in touch to arrange it, keeping your address private.
Quotes, invoices, shipments and pickups each have one Share menu: copy the link, open the page, or email it.

A customer's quote page on a phone: the quote's product and service lines with prices, a $25,490 total, and an Accept this quote button — What your customer sees when they open a quote link.

Services and proposals

Quotes and invoices carry service lines — installation, consulting, a monitoring fee — each with quantity × unit price (the quantity can be hours), an internal cost, and a per-line “charge tax” box.

Services stay clear of stock, holds and fulfillment, and flow into totals, sales tax, commission, the GL export and customer emails.
A quote with a rich-text scope of work, or with service lines, shows as a Proposal with its own filter, and prints as a Proposal PDF with the scope above the price tables.

The services catalogue: barista training, a café layout consultation, espresso machine installation, a grinder burr replacement, a preventive maintenance plan and a water filtration setup, each with a description and price

Point of sale

A full-screen register with product photos, A–Z and type grouping, PIN lock, park and resume, save as quote, and a day summary.

Returns restock automatically, putting units back into the exact cost lots they came from.
Counter sales are taxed correctly, as in-state sales.
The register fits a tablet: in landscape, search, the photo grid and the cart all work by touch.

The point-of-sale register on a tablet in landscape: a product search with photo tiles on the left, and a three-item cart with a discount control, 8.25% tax, a $9,667.27 total and an Add customer to charge button on the right

Wholesale

A dealer program for wholesale between businesses on OrienOS: a dealer browses your catalog and orders, and invoicing flows between the two automatically.

See it on a live screen share.

The person who built OrienOS gives the demo and answers the detailed questions.

Book a demo