Every module, documented.

The operational dashboard shows what needs attention today, while reports cover 30, 90 or 365-day trends from leads and deals through actual product sales.

Capabilities

• Lead metrics: active, qualified, stale, overdue next steps
• Pipeline metrics: value, weighted forecast, stale deals, overdue activities
• Win rate, average deal cycle, revenue forecast, and conversion funnel
• Team activity chart and leads needing attention
• Recent workspace audit feed and widget lead analytics
• Revenue, units sold and average order value with ranking by brand, category, or SKU

The entry point of every sales cycle. Leads capture the first contact before qualification, surface stale records automatically, and convert into downstream CRM records.

Capabilities

• Search, filters, stale filter, assignee filter, pagination via nuqs
• Lead score with inactivity decay
• 360 degree detail page with contact info, notes, tags, and timeline
• Inline status and assignee updates
• One-click conversion to Contact + Counterparty + Deal

Physical persons: clients, partners, and contact people at your counterparties. Each contact has linked deals, order context, and a complete interaction timeline.

Capabilities

• Search, counterparty, owner, and tag filters
• Counterparty link, job title, contact details, tags, and owner
• Related deals, order history, and activity timeline
• Create and edit forms with React Hook Form and sticky FormBar

Who your documents are addressed to: a legal entity, a sole trader, or an individual. Each card holds requisites, contact people, open deals, lifetime value, and the full interaction history.

Capabilities

• Counterparty type — legal entity, sole trader, or individual — decides which fields and requisites are shown
• Document requisites: tax ID, legal address, bank account
• Key contacts, industry, size, website, status, and owner
• Open deals, won deal purchases, and order history
• Lifetime value and activity timeline across the team

The core sales pipeline. Deals move through configurable stages with validated transitions, weighted forecast, and catalog-backed deal products.

Capabilities

• Kanban board with nuqs filters and drag-and-drop
• Stage transition validation and lost reason tracking
• Weighted forecast on every deal card
• Deal product editor with quantity, price, discount, and automatic amount recalculation
• Owner-configurable pipeline stages

Tasks, calls, meetings, email follow-ups, and notes share one timeline so every customer interaction remains visible on the entity card.

Capabilities

• Types: task, call, meeting, email, note
• Priorities, due date, completion and reopen flow
• Assignment to workspace members with notification
• Overdue filter and quick-create from entity detail
• Daily digest email for overdue work

One conversation list across every channel — Telegram, OLX, Prom.ua listings, eBay buyer messages — with replies sent right from the CRM. The same thread shows up on the lead card, and AI can prepare a reply draft that a manager only approves.

Capabilities

• One thread list for Telegram, OLX, Prom.ua and eBay in a single view
• Reply to the customer directly from the CRM, no app switching
• The same thread also appears on the lead card — the conversation history is always at hand
• AI drafts a reply, and a person always sends it
• The selected conversation stays in the link — a thread is easy to share or bookmark
• Connecting Instagram, Messenger and WhatsApp is temporarily unavailable

A commercial proposal, invoice, delivery note, act of completed work, and contract — with ready copy and their own number — that you can send to the client as a PDF, a public link, or straight into a chat.

Capabilities

• Five document types: proposal, invoice, delivery note, act, and contract with templates
• Ready PDF, a public link for the client, and delivery by email or messenger
• One active invoice, one delivery note and one act per order, so nobody works from the wrong version
• Numbering that matches your business: your own prefix and format — sequential, yearly, monthly, or dated
• Contracts built from a template with fields the CRM fills in automatically
• E-signing contracts and invoices through Vchasno (beta)

A journal of every order payment, a payment link right from the order card, shipments with carriers and waybills, and returns — all next to the order itself.

Capabilities

• Payment journal through Hutko and WayForPay (live); Monobank, LiqPay and RozetkaPay (beta)
• A payment link from the order card with a validity period you choose
• Manual payment record for cash or bank transfer
• Shipments with carriers: a Nova Poshta waybill created directly from the order
• Tracking for Delivery, DHL, UPS and SAT (beta), plus self-pickup
• Returns and partial or full order refunds

A working screen for whoever runs your sales channels day to day: connection health, sales and products per channel, a readiness check, and a review queue. Every write to a marketplace is off by default and armed by the owner only after a trial run.

Capabilities

• Connection health and latest activity for every channel in one place
• Sales and products on each channel, shown separately
• Readiness check: which products won't make it to the channel, and why
• A review queue for products that arrived from a marketplace and aren't in the catalog yet
• Category mapping between your catalog and the marketplace's categories
• Pushing price or stock to a marketplace stays off until the owner arms it after a trial run

A connected ad account is read on a schedule, and spend sits right beside the leads, deals and revenue it produced. The CRM points out where to look — the decision is always yours.

Capabilities

• OpenAI Ads (ChatGPT) account connection, read on a schedule
• Campaign spend next to the leads, deals, and revenue it produced
• A lead that came from an ad click shows it right on the lead card
• Rule-based recommendations: spend with no result, paid leads left unanswered, a drop in performance
• Advertising compared against your other sales channels in one report
• Meta Ads and Google Ads are temporarily unavailable

A tax assistant for a sole-trader owner: an income ledger, bank statement import, the single tax, military levy and social contribution calculated with every number explained, a declaration draft, and deadline reminders. Filing stays with the owner and their own signature.

Capabilities

• Cash-method income ledger — counts what actually landed in the account
• Bank statement CSV import reconciled against CRM order payments
• Single tax, military levy and social contribution calculated with every figure explained
• A single-tax declaration draft exported in the format the tax office cabinet accepts
• Reminders for filing and payment deadlines
• Filing stays with the owner — their own e-signature, in the tax office cabinet or the Diia app

AI helps where it genuinely saves time: a customer reply draft, a first-line AI seller in approve mode, a product card built from photos, translations, social copy, and document lines. A person always confirms the result.

Capabilities

• One-click reply draft for a customer in the Inbox
• A first-line AI seller in approve mode — it prepares the reply, a person sends it
• Product card fields filled in from photos and a manufacturer page link
• Translating a product's name and description into the languages you need
• Copy for social publications and commercial proposal line items
• A chat assistant over your own workspace, plus MCP access from Claude or ChatGPT (Team and Scale plans)

A counterparty gets their own sign-in: they see their documents, pay an invoice, follow an order and order from your price list — without ever entering your workspace. Two Obriym workspaces can also connect directly and exchange documents without emailing files back and forth.

Capabilities

• Sign-in by a code from their mailbox — no password, and no access to the rest of your workspace
• Documents with payment and signature state; an invoice is paid straight from the portal
• Orders with the waybill number and a tracking link
• One immutable settlement history in the CRM and portal: opening balances, sales, advances, payments, returns and corrections per currency
• Ordering from your price list: armed per client, and priced by your catalog rather than the browser
• Product photos, videos and texts for a partner to list, and delivery straight to that partner's own customer
• A join code: the client asks for access themselves, and you are the one who opens it
• The supplier's card: requisites and IBAN to pay by, published contacts, and the terms this client works on
• A reconciliation statement from the recorded history start — on screen and as a PDF for two signatures, per currency
• The client settles their own balance: a Pay button on the order, the money goes to your account
• Accept or decline a proposal right in the cabinet, with a reason for a refusal
• Repeat a past order in one click — at today's prices
• Two people from one company with different rights: the accountant sees the money, the buyer sees the price list
• The cabinet speaks the visitor's language — Ukrainian or English
• A client with an Obriym account opens your cabinet right inside their own CRM — under Portal, no emailed codes
• Exact stock in the price list only for the clients and partners you show it to; everyone else sees availability

A post-sale view of counterparties with won deals or delivered orders. Customer health and churn risk are computed from real CRM activity and revenue history.

Capabilities

• Customer list for your workspace, sorted by lifetime value
• Health scoring: healthy, at risk, churned
• Churn-risk filter
• Lifetime value from won deals and delivered orders
• Customer detail opens the counterparty's 360 degree view

Marketing → Publications: a post or story is created once — with text, hashtags and photos — and adapted per network with a live preview. AI writes the copy from your catalog data, a banner is composed for the format you need, and publishing can be set for a specific time. Publishing to your Telegram channel and to LinkedIn — as your profile or as a company page — works today; connecting Instagram and Facebook is temporarily unavailable.

Capabilities

• AI writes the text, hashtags and per-network variants from real product facts — never invented prices
• Banners in 1080×1080, 1080×1920 and 1200×627 built from the product photo, name and price
• Text variants for Instagram, Facebook, Telegram and LinkedIn with each network's real character limit
• Live network-framed previews: Instagram card, story frame, Telegram channel bubble
• One-click publishing to a Telegram channel and to LinkedIn with a link to the published post
• Scheduled publishing: pick a date and time and the CRM publishes for you
• Duplicate protection: a channel that is already published to is never sent twice

The product catalog is the single source of truth for pricing and inventory, used in deals, order snapshots, and public API responses.

Capabilities

• Products with SKU, price, dimensions, and stock tracked separately per warehouse
• Suppliers and a goods-receipt document that tops up stock and records the purchase price
• Stocktakes to reconcile the physical count against the recorded stock
• Weighted-average cost recalculated automatically after every receipt
• Prices in multiple currencies — its own price list for every sales channel
• Translations of a product's name and description into the languages you need
• Drag-to-sort photos, a bundle editor, categories and brands

Orders for your own workspace, built for e-commerce operations, with line items, statuses, and a log of every change — accepted from your website, a marketplace, or a messenger without duplicates, even on a retry.

Capabilities

• Status workflow from pending to delivered, cancelled, or refunded
• Line items with product name, SKU, price, quantity, and discount at the moment of the order
• Optional link to a contact or a counterparty
• Payments, shipments, and returns on their own tabs of the order card
• Stock is committed automatically as soon as an order moves into processing
• A payment link created right from the order card

Your online store sends registered buyer profiles into the CRM, while the CRM never takes over how a buyer signs in or creates an account on your storefront.

Capabilities

• A buyer profile is created or updated automatically on every sync
• Every buyer stays scoped to your specific store — data from different integrations is never mixed
• Signed-in checkout links the order to the registered buyer
• Guest checkout keeps a buyer snapshot without requiring an account
• Abuse protection and a full log of every sync

In-app notifications and daily email digests keep every workspace member focused on their overdue, stale, and assigned work.

Capabilities

• Bell in the sidebar with an unread count
• Clicking a notification opens the record right away and marks it read
• Daily digest for overdue activities, stale leads, and stale deals
• Assignment notifications for leads, deals, and activities
• Notification preferences set per workspace

Workspace organization roles control CRM access, while separate administrative roles are reserved for platform-level administration.

Capabilities

• Owner, Manager, Viewer workspace roles
• Email invitations with locked invitation email
• Workspace-local suspension without global account ban
• Member detail page with CRM summary
• Active workspace selector for users in multiple workspaces

Workspace-specific configuration for pipeline, lead sources, integrations, notification preferences, currency, profile, and theme.

Capabilities

• Pipeline stage editor
• Lead source settings
• API tokens and JS widget configurations
• Workspace currency and name editing
• Notification preferences and theme

Full REST API surface for e-commerce integration: leads, customers, orders, products, inventory, payments, shipments, returns, and platform adapters.

Capabilities

• JS widget for your website with an origin allowlist, spam protection, and request rate limiting
• REST API with secured access tokens and clear documentation
• Ready-made endpoints for leads, customers, orders, and products
• The WooCommerce adapter verifies every incoming request is genuine
• Integration center with connection tests and an honest readiness status for every platform
• Universal webhook for Zapier, Make, n8n, Pabbly, or your own backend