🚗 Built Like a Performance Vehicle
Most CRMs Are Golf Carts.
OrbiLattice Is a Tesla.
300+ features engineered for speed, intelligence, and reliability. Cross-platform power that doesn't compromise.
⚡
300+
Features📱
6
Platforms🔗
40+
Integrations🚀
10x
FasterUnder the Hood
Six powerful systems working together. Each category expands to show the full feature list.
Mission Control UI
Action-first interface that prioritizes decisions over data entry. Approve AI suggestions in seconds.Custom Dashboards
Drag-and-drop dashboard builder with customizable widgets and real-time metrics.Advanced Analytics
Executive dashboards, custom reports, scheduled reports, and data export in multiple formats.CRM Health Monitoring
Real-time system health checks, data quality scores, and automated optimization suggestions.Pipeline Visualization
Kanban boards, list views, and calendar views with drag-and-drop deal management.Activity Tracking
Comprehensive audit trails, activity feeds, and team performance monitoring.Revenue Forecasting
AI-powered revenue predictions with confidence intervals and scenario modeling.Lead Intelligence
Lead scoring, engagement tracking, and conversion optimization insights.SOC 2 Ready
Enterprise-grade security controls and audit trails prepared for SOC 2 certification.GDPR Compliance
Right to be forgotten, data export, configurable retention policies, and privacy controls.Fair Housing Guardrails
Automated compliance checking, conversation risk scoring, and regulatory reporting.Complete Audit Trails
Every action logged with user, timestamp, and context for full accountability.Enterprise SSO
SAML 2.0, OAuth 2.0, LDAP, Active Directory integration with federation services.SCIM Provisioning
Automated user lifecycle management for enterprise identity providers.Role-Based Access
Granular permissions, team-level controls, and workspace isolation.Data Encryption
Encryption at rest and in transit, secure key management, and token security.PCI Compliance
Secure payment processing through Stripe with PCI DSS compliance.40+ Pre-built Integrations
CRM (HubSpot, Salesforce, Zoho), Communication (Slack, Teams, Zoom), Real Estate (MLS, Zillow, Realtor.com)RESTful & GraphQL APIs
Complete API coverage with typed schemas, versioning, and backward compatibility.Advanced Webhooks
Retry logic, circuit breakers, webhook management console, and secret rotation.MCP Support
Model Context Protocol for secure AI tool integration and data exchange.OAuth 2.0 Flows
Secure third-party authorization with token refresh and scope management.Email Intelligence
AI-powered email analysis with sentiment detection, priority inbox, Email-to-Task automation, AI Ghostwriter for smart replies, and deal risk detection.Calendar Sync
Two-way calendar integration with availability management and meeting scheduling.DocuSign Integration
Document generation, e-signature workflows, and envelope tracking automation.Payment Processing
Stripe integration with subscription management, invoicing, and payment tracking.White-Label Ready
Complete tenant isolation and workspace branding for franchise rollouts.Visual Workflow Builder
Drag-and-drop interface for creating complex automation without code.Smart Triggers
Time-based, event-based, and AI-based triggers with conditional logic.Background Job Processing
Bull/BullMQ queue system with job scheduling, retry logic, and priority queues.Automated Actions
Send emails, create tasks, update records, trigger webhooks, and execute custom logic.Campaign Management
Multi-channel campaigns with A/B testing, analytics, and optimization.Task Automation
Automatic task creation, assignment, and completion based on deal stage and activity.Lead Routing
Intelligent lead distribution based on territory, specialty, and capacity.Follow-up Sequences
Automated email and SMS sequences with smart timing and personalization.Progressive Web App (PWA)
Full-featured installable app on iOS, Android, Windows, Mac, and Linux with offline capabilities.Mobile-Optimized UI
Responsive design optimized for touch interfaces with mobile-specific workflows.Offline-First Architecture
Work without internet connection - changes sync automatically when back online.Cross-Platform Sync
Real-time synchronization across all devices with conflict resolution.One-Tap Install
Install from browser on any device - no app store required.Camera Integration
Mobile camera for property photos with AI-powered feature detection.GPS Location Services
Location-based property search, drive-by capture, and open house check-in.Push Notifications
Real-time alerts for hot leads, deal updates, and critical actions.Biometric Authentication
Fingerprint and Face ID support for secure, fast login.Multi-Tenancy
Complete workspace isolation with per-tenant data encryption and security.Workspace Management
Create unlimited workspaces with independent settings, branding, and permissions.Team Collaboration
Role hierarchy with 6 department types (Acquisitions, Transactions, Marketing, Operations, Finance, Admin) and granular permission matrices.Skip Trace & Contact Intelligence
Batch skip tracing with priority queues, multi-provider support, and AI-powered contact enrichment with motivation tags.Usage Tracking
API call limits, feature usage monitoring, quota management, and overage alerts.Custom Billing
Flexible subscription tiers, usage-based billing, and custom pricing models.White-Label Branding
Custom logo, colors, domain, and email templates for your brand.Advanced Permissions
5-level role hierarchy (Owner→Admin→Manager→Agent→Viewer) with department-specific roles and customizable permission matrices.Data Retention
Configurable retention policies, automated backups, and disaster recovery.Dedicated Support
Priority support, dedicated account manager, and custom onboarding.SLA Guarantees
99.9% uptime SLA with credits for downtime and performance monitoring.How Features Work Together
Like a well-tuned engine, every component works in harmony. See how features connect into complete workflows.
⚡ Automated Workflow
🎯 Lead Intelligence → Deal Creation
High-scoring leads automatically become deals. No manual data entry.👤
New Contact🧠
AI Scoring🔥
Score: 86+💼
Auto-Create Deal🔔
Notify Agent💡 What Happens:
- AI analyzes engagement, behavior, and financial signals
- Score ≥86 triggers "Create Deal" automation
- Deal appears in pipeline "Qualified" stage with full context
🏠 Data Pipeline
📊 Property Intelligence Flow
One address becomes a complete market analysis in seconds.📍
Paste Address🏗️
ATTOM Enrich📈
FRED Context💰
Run CMA📄
Export Report⚡ What You Get:
ATTOM Data: Property details, valuations, ownership history, tax records
Market Context: Current rates, economic trends, neighborhood insights
Instant CMA: AVM, price range, comparable sales with adjustments
AI Analysis: Investment potential, risk factors, best use recommendations
🔄 Stage Automation
🤝 Deal Progression Automation
Pipeline stages trigger actions automatically. Less admin, more closing.📋
Stage Change⚙️
Trigger Check📧
Send Docs✍️
Doc Signed✅
Advance Stage🎯 Example Automation Rules:
Deal enters "Qualified" → Create follow-up task for agent
Deal enters "Under Contract" → Send DocuSign purchase agreement
Contract signed → Advance to "Closing" + Create inspection tasks
Deal closes → Send thank you email + Request testimonial
Ready to See Workflows in Action?
Like Comparing a Sedan to a Supercar
See how OrbiLattice stacks up against traditional CRMs
🚙 Traditional CRMs (The Golf Cart)
- Single platform (web only)
- Limited AI (bolt-on solutions)
- Manual data entry
- Basic integrations (10-15)
- Generic workflows
- No real-time sync
- Limited mobile apps
- Basic reporting
- Slow customer support
🏎️ OrbiLattice (The Tesla)
- 6 platforms (web + installable PWA on iOS, Android, Windows, Mac, Linux)
- Native AI (confidence-weighted, explainable)
- AI-powered auto-fill and extraction
- 40+ deep integrations
- Smart workflows that learn your patterns
- Real-time GraphQL sync
- Full-featured PWA with offline support
- Advanced analytics & custom dashboards
- Priority support with SLA
The Difference? 10x Faster Decisions
Download Complete Feature Sheet
Get a comprehensive PDF overview of all 300+ features, organized by category. Perfect for sharing with your team or presenting to stakeholders.What's Included:
Complete feature matrix by category
Integration logos and capabilities
Security & compliance certifications
Platform comparison grid
Pricing tier feature breakdown