Sales, without asking three people what happened.
Version X gives a sales team one timeline per company: deals, tickets, invoices, contracts and meetings on the same record. Contracts generate from the deal that produced them, and Ori flags accounts going quiet before the renewal rather than after it.
Today
- The account looks healthy in the CRM and has three open tickets you cannot see.
- Every proposal is retyped from the opportunity into a document tool.
- Renewal dates live in somebody’s calendar.
- Handover between reps loses whatever was not written down.
On Version X
- One timeline per company, including the support and finance history.
- Contracts generated from the deal record and signed in product.
- Renewal dates are records, so they arrive with context attached.
- Ownership and commitments sit on the account, so handover survives.
Who does this work
Not a tool you operate. Ori orchestrates, and the heads below do the work on your desk.
Head of Sales
Keeps every deal moving, and knows what finance and support have already seen on the account.
Head of Legal
Drafts from the record that produced the deal, and checks the clauses before anyone signs.
Head of Prospecting
Finds and scores new business, and hands it over as a real record rather than a list to work through.
Meet the rest of the team, and add specialists of your own wherever you need them.
The modules you will live in
Questions.
Does Version X replace our CRM?
Yes. The CRM is included from the Launch tier at €499 a month for five seats, and your existing data is migrated by Ori rather than by a paid implementation engagement.
Can I see support and billing history on an account?
Yes, and not through an integration. Tickets and invoices are records on the same customer, so they appear on the account timeline by default.