Next action always visible
Every lead and deal always has a planned next action date and note. Stale records without a follow-up are flagged automatically.
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 degree card without tab-switching
Open a lead, deal, or customer and see contact history, next step, linked products, orders, and team activity in one place.
Deal + Catalog = live margin context
Add catalog products directly to a deal. Price snapshot, quantity, discount, and deal total recalculate live.
Stagnation detection
Deals and leads inactive for too long are 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.
Assignment notifications
Workspace members are notified when leads, deals, or activities are assigned. Daily digests surface overdue and stale records.
Full feature set
Everything your team needs, nothing they do not.
Dashboard & Analytics
Active leads, pipeline value, win rate, cycle time, conversion funnel, revenue forecast, and team activity in one view.
Leads
Lead list with search, filters, stale detection, score decay, 360 degree detail, and one-click conversion.
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 reasons, and deal products.
Activities & Tasks
Tasks, calls, meetings, email follow-ups, and notes with due dates, priorities, completion flow, and assignment.
Customers & Retention
Post-sale customer view with 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, public API imports, and invoice/delivery-note generation.
Storefront Sync
Sync registered storefront customers via API. Guest checkout support and buyer context alongside CRM records.
Team & Access
Owner, Manager, Viewer roles. Email invitations, workspace-local suspension, and 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, Shopify, Telegram, and Ukrainian market adapters use the same workspace-isolated contract.
Available
JS Widget
Embed a lead capture form on any website with one script tag. Origin allowlist, rate limiting, and anti-spam signals keep your CRM clean.
- 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, order, and customer sync.
- Scoped tokens: products, leads, orders, customers
- Idempotent endpoints with typed conflict responses
- Distributed Postgres rate limiter
- OpenAPI 3.1 spec + interactive docs
- Workspace isolation on every request
Available
Platform Adapters
WooCommerce, Shopify, Telegram, Nova Poshta, LiqPay, WayForPay, and Prom.ua adapters translate external events into CRM records through controlled endpoints.
- WooCommerce order events to crm_orders
- Shopify order events to crm_orders
- Telegram messages and contact shares to leads
- Customer sync for both platforms
- Payment sandbox validation for LiqPay and WayForPay
- Idempotent replay without 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.