OREL CRM
Manage customer, lead and partner relationships on one screen.
OREL CRM is customer relationship management software for B2B companies that organises and tracks every interaction with prospects, existing customers, dealers and intermediaries.
CRMSales analytics · 2026
Live·All regions · weekly revenueWhat is OREL CRM?
OREL CRM is customer relationship management software for B2B companies that organises and tracks every interaction with prospects, existing customers, dealers and intermediaries. It brings every touchpoint, from lead to quote and from order to after-sales service, together in a single customer record. AI-assisted prioritisation directs your sales team's time to the most promising opportunities.
For sales, marketing and after-sales teams at industrial and service companies with long sales cycles, technical quoting and dealer networks.
- You see a customer's complete history on a single record.
- You notice where your sales funnel is stalling.
- You shorten quote preparation and approval times.
- You track dealer and intermediary performance with the same metrics.
See which stage every deal is in, and why it stalls
Leads move through meeting and proposal stages, and the pass rate between stages is recalculated with every move. Won deals join the customer core; lost ones are recorded with a reason code.
- 1
Stage-to-stage conversion
Lead, meeting, proposal and won stages follow your own process; each stage's pass rate is calculated from its own records.
- 2
Measure losses too
Lost deals are kept with reason codes such as price, timing, competitor or budget, so you see where in the funnel you lose them.
- 3
Stalled-deal flags
Deals that sit too long in a stage are flagged, and sales, dealer and intermediary owners follow them up on the same board.
What you can do with OREL CRM
- 01
Accounts and contacts
Keeps company, contact, meeting, quote and order history on one record, preventing knowledge loss between teams.
- 02
Opportunities and pipeline
Tracks opportunities by stage and reports expected revenue, close dates and loss reasons.
- 03
Quote management
Builds quotes from product and price lists, manages discount approvals and keeps every revision.
- 04
Activity and communication history
Links calls, visits, emails and tasks to the customer, and sends reminders synced with your calendar.
- 05
Dealer and partner management
Tracks opportunities, targets and performance of dealers, distributors and intermediaries, with separately defined permissions.
- 06
AI-assisted recommendations
Prioritises opportunities by likelihood of winning, flags customers whose engagement is dropping and suggests the next step.
A step-by-step product tour
Screens are illustrative; your installation is configured around your processes.
CRMPipeline · Q4 2026
Chemicals sales · all repsModular by design
Start with the modules you need and expand as you grow.
- 01Account and contact management
- 02Lead management
- 03Opportunities and pipeline
- 04Quote management
- 05Order tracking
- 06Dealer and partner management
- 07Campaign management
- 08Service requests
- 09Sales reports
Talks to your existing systems
Integrates through standard protocols and open APIs.
From first call to go-live with OREL CRM
Every rollout follows the same four steps; the timeline and price are confirmed in the proposal, based on your scope.
- 01
Discovery call
We learn about your processes, existing systems and priorities, and demonstrate the product using your own scenario.
- 02
Scope and proposal
We agree the modules, integrations and timeline together, then send a written scope and proposal.
- 03
Installation and data migration
We install on your servers or in the cloud, migrate your master data and test the integrations.
- 04
Training and go-live
We train users by role, run a controlled cut-over and stay with you on site through the initial period.
- A project owner who can make decisions
- A lead who works with the process every day
- An IT contact for server and network access
- The modules you choose
- Number of users and sites
- Deployment: on-premise, cloud or hybrid
- Scope of integration and data migration
After the discovery call we confirm the scope and send a written proposal.
Frequently asked questions
Let's digitalise your operations together.
In a 30-minute call, we'll listen to your needs and show you the right OREL products live.