Capture leads, drive deals and close faster — OrvoGo CRM
OrvoGo CRM helps businesses manage their entire customer pipeline effortlessly — from lead capture and qualification to deal closing. Single dashboard, zero app-hopping.
What is OrvoGo CRM?
OrvoGo CRM helps businesses manage their entire customer pipeline effortlessly — from generating leads to closing deals. Add and organize leads and deals with custom stages, track client information, manage vendors, store customer details, and move every opportunity through a clean, modern pipeline. OrvoGo CRM unifies contacts, notes, tasks and activity logs in one place.
Key Benefits
Close Deals Faster
Visual pipeline, stage tracking and follow-up automation keep your sales team focused on what converts.
Unified Customer Data
All contacts, vendors and client histories consolidated in one searchable database.
Capture Leads Anywhere
Custom form builder creates lead capture forms you can embed across websites and campaigns.
Assign & Track
Assign leads and deals to users, set tasks and monitor outcomes with activity logs.
Simple Onboarding
Beginner-friendly interface — adopt core features within hours, not weeks.
Export & Migrate
Easy import/export (CSV/Excel) to migrate from legacy systems without data loss.
Core CRM Features
Lead Management
Capture, qualify and prioritize leads — assign tags, sources and custom fields.
Deal / Pipeline Management
Custom stages, drag-and-drop pipeline, expected close dates and deal amounts.
Contact Management
Centralize client profiles, communications, contact history and documents.
Client & Vendor Management
Manage customers and vendors from the same interface with role-specific views.
Custom Form Builder
Create lead capture forms with drag-and-drop fields and embed anywhere.
Notes & Activities
Log calls, add notes and store attachments for every contact and deal.
Follow-ups & Tasks
Automated reminders, scheduled calls and task checklists keep follow-ups consistent.
Deal Stages Tracking
Visualize the movement of opportunities and identify bottlenecks instantly.
User Assignment
Assign ownership to sales reps and track individual performance/metrics.
Customer Database
Store rich customer profiles with custom fields, purchase history and tags.
Easy Import/Export
CSV / Excel upload & export for quick migrations and backups.
Full Sales Workflow
Lead → Opportunity → Proposal → Negotiation → Close — managed in one place.
Sales Pipeline Preview
Drag, drop and update stages — your whole sales engine in one view.
New Leads
Capture via forms, imports or manual entry
Contacted
Initial outreach completed
Proposal Sent
Quotes & proposals awaiting response
Negotiation
Price discussions and terms
Closed / Won
Customers acquired — revenue recorded
Form Builder — Capture Leads Anywhere
Create custom lead-capture forms with our drag-and-drop builder. Embed forms on websites, landing pages or marketing campaigns and watch leads flow into OrvoGo CRM automatically.
Why forms matter
Forms turn website visitors into trackable leads automatically. Attach UTM data, source fields and custom tags so you know exactly where your best customers come from.
- Embed anywhere — websites, landing pages, campaigns
- Custom fields & validation
- Auto-assign leads to sales reps
CRM Comparison — OrvoGo vs Zoho CRM vs Odoo CRM
OrvoGo CRM focuses on practical SMB workflows with a simple interface and integrated modules — less training, lower cost and faster value.
OrvoGo CRM
- All-in-one: CRM + Billing + POS + HRM
- Beginner-friendly UI
- Embedded Form Builder
- Integrated with Accounting & POS
Zoho CRM
- Powerful but many apps required
- Good features, more setup
- Separate billing & POS apps
Odoo CRM
- Highly customizable (developer required)
- Hosting & integration costs
- Best for technical teams
| Feature | Zoho CRM | Odoo CRM | OrvoGo CRM |
|---|---|---|---|
| All-in-one (single subscription) | Partial | Partial | ✔ |
| Form Builder | ✔ | ✔ | ✔ (Embed anywhere) |
| Beginner friendly | Medium | Complex | ✔ |
| Integrated with Billing/POS | Separate apps | Possible | ✔ |
| Affordable for SMBs | Higher with add-ons | Varies | ✔ |
| Minimal training | No | No | ✔ |
Why Choose OrvoGo CRM?
All Modules Connected
One CRM entry links to invoices, POS sales and customer history automatically.
Beginner Friendly
No heavy customization or developer costs — launch quickly and adopt fast.
Affordable Pricing
Designed for SMB budgets with clear, value-driven plans.
CRM FAQs
Can I import leads from Excel/CSV?
Yes — OrvoGo supports CSV/Excel import for leads, contacts and products for easy migration.
Can I embed forms on my website?
Yes — the Form Builder generates embed code you can place on landing pages and websites.
Do I get activity logs and notes?
Every interaction — calls, emails, notes and attachments — is recorded in the lead and deal history.
Can I assign leads to different users?
Yes — assign leads and deals to users with role-based permissions and track performance.
Need help or a demo?
Schedule a demo or contact our team to see OrvoGo CRM in action. We help with onboarding, migration and best-practice setup for SMB sales teams.