Next action — always visible
Every lead and deal always has a planned nextActionDate and note. Stale records without a follow-up are flagged automatically — no deal can silently rot.
CRM + E-commerce in one workspace
From first lead to loyal customer — every step managed.
Obriym CRM keeps leads, contacts, companies, deals, activities, orders, and customer relationships in one role-aware workspace — for both B2B sales teams and e-commerce operations.
11
CRM modules
3
API channels
3
Workspace roles
Two modes, one workspace
CRM pipeline and e-commerce backend — side by side.
B2B sales teams use the CRM vertical. Online stores add the e-commerce vertical. Both live in the same workspace with shared contact and customer context.
CRM
- Lead
- Qualified
- Deal
- Won
- Customer
- Retention
E-commerce
- Catalog
- Widget / API
- Order
- Sync
- Repeat
- Retention
Why Obriym CRM
Built around the patterns that actually drive sales.
360° card — no tab-switching
Open a lead, deal, or customer and see everything at once: contact history, next step, linked products, orders, and team activity. No tab-switching.
Deal + Catalog = live margin
Add catalog products directly to a deal. Price snapshot, quantity, discount, and deal total recalculate live. Margin visibility without a separate spreadsheet.
Stagnation detection
Deals and leads inactive for N days are automatically detected and surfaced on the dashboard. Overdue next steps alert the responsible manager.
Smart lead conversion
One click converts a lead into Contact, Company, and Deal simultaneously. Existing company records are reused — no duplicates, no partial records.
Assignment notifications
Workspace members are notified in-app when leads, deals, or activities are assigned to them. Daily digest emails surface overdue items and stale records.
Full feature set
Everything your team needs, nothing they don't.
Dashboard & Analytics
Active leads, pipeline value, win rate, cycle time, conversion funnel, revenue forecast, and team activity — all in one view.
Leads
Lead list with search, filters, stale detection, score decay, 360° detail, and 1-click conversion to contact + company + deal.
Contacts
Physical persons with contact details, job title, linked company, tags, owner, and full activity timeline.
Companies
B2B clients with industry, size, status, key contacts, open deals, lifetime value, and interaction history.
Deals & Pipeline
Kanban pipeline with drag-and-drop, stage validation, weighted forecast, lost reason tracking, and deal product editor.
Activities & Tasks
Tasks, calls, meetings, email follow-ups, and notes. Due dates, priorities, completion flow, and team assignment.
Customers & Retention
Post-sale customer view for companies with won deals. Health scoring, lifetime value, and churn-risk detection.
Catalog & Products
Workspace-scoped product catalog with categories, brands, bundles, images, and inventory tracking.
Orders (E-commerce)
Workspace-scoped orders with line items, status workflow, buyer snapshot, and public API for storefront imports.
Storefront Sync
Sync registered storefront customers via API. Guest checkout support. Buyer context visible alongside CRM records.
Team & Access
Owner, Manager, Viewer roles. Email invitations. Workspace-local suspension. In-app notifications.
Settings
Pipeline stages, lead sources, API tokens, widget configs, notification preferences, currency, and workspace profile.
Integrations
Three controlled channels into your workspace.
JS widget for browser lead capture. REST API for server-to-server operations. WooCommerce adapter available now — all with workspace isolation and scoped access tokens.
Available
JS Widget
Embed a lead capture form on any website with one script tag. Origin allowlist, distributed rate limiter, and anti-spam signals keep your CRM clean. The browser never receives your workspace Bearer token.
- Single <script> embed — no iframe setup
- Per-config origin allowlist
- Rate limiter: 10 req/min per widget key
- Honeypot + time-to-fill anti-spam
- One-time key reveal with key rotation
Available
REST API
Server-to-server integration with Bearer tokens scoped to the minimum required capability. Idempotent lead intake, order import, and storefront customer sync with full audit trail.
- Scoped tokens: products, leads, orders, customers
- Idempotent endpoints with typed 409 conflict
- Distributed Postgres rate limiter
- OpenAPI 3.1 spec + interactive docs
- Workspace isolation on every request
Available
Platform Adapters
WooCommerce and Shopify webhook adapters translate order and customer events into CRM records — using only the public REST API. HMAC-SHA256 signature verification and durable idempotency out of the box.
- WooCommerce: order.created / updated → crm_orders
- Shopify: orders/create / updated / fulfilled → crm_orders
- Customer sync for both platforms
- HMAC-SHA256 signature verification
- Idempotent replay — no duplicate orders
Interactive API Reference
OpenAPI 3.1 spec with live request builder at /api-docs
Ready to bring your customer flow into focus?
Sign up and your workspace is provisioned automatically. Invite your team, configure your pipeline, and start managing leads today.