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Features

The whole sales cycle, in one tool

Practical tools for small business operations, from customers to payments, without unnecessary complexity.

Customer CRM Products Storefront Orders Quotes Invoices Payments Customer portal AI drafting
Customer CRM

Know every customer at a glance

Bring leads, accounts, and contacts together in a clean CRM. Track history, details, and context for every relationship in one place.

  • Leads, accounts, and contacts linked together
  • Full activity history per customer
  • Smart Import to get started fast
AC
Acme Corp
3 contacts · 2 open quotes
Account
RB
Riverbend Café
From Website · 12 min ago
Lead
MK
Maya Kerr
maya@northline.co
Contact
LT
Lumen Studio
Referral · qualified
Lead
Products & services

A clean, customer-ready catalog

Create products and services with pricing, stock, images, and variants. A preview page shows exactly what your customers will see.

  • Pricing, stock, and variants per product
  • Storefront preview before you publish
  • Categories and locations to stay organized
app.orionsell.com/products
OrionSell product editor with a live storefront preview
Storefront checkout

Publish a storefront and capture orders

Make your products visible in a storefront tied to your business. Checkout turns directly into a tracked order inside OrionSell.

  • A storefront for your business, not a marketplace
  • Product visibility controlled by you
  • Checkout creates an order automatically
Business Starter Package
In stock · Visible
$129.00
Live
Checkout → Order Order #1043 created
Orders

Track every order to the finish

All orders, from the storefront or created by hand, come together in one place with their status and line items.

  • Storefront and manual orders together
  • Clear status and items for each order
  • Direct link to the customer and invoice
Order #1043
Acme Corp · 3 items
$412.00
Paid
Order #1042
Riverbend Café · 1 item
$129.00
Pending
Order #1041
Lumen Studio · 5 items
$980.00
Paid
Quotes

Draft and send quotes with confidence

Build quotes from your catalog, send them for approval, then convert them into an order or invoice.

  • Quotes from your catalog in a few clicks
  • Send for approval to the customer
  • Convert to an order or invoice
Q-1024 · Acme Corp
Sent 38 min ago
Sent
Q-1023 · Northline
Draft
Draft
Q-1022 · Lumen Studio
Approved · ready to invoice
Approved
Invoices

Invoices that come from real work

Turn a quote or order into an invoice without re-keying. Send clear invoices and keep a record of every one.

  • Convert a quote or order into an invoice
  • Clear invoices for your customers
  • Numbering and history kept in one place
OrionSell helps you create and track invoices. It is not an accounting system.
INV-1008 · Acme Corp
Issued Jun 4
$412.00
Paid
INV-1007 · Riverbend
Due Jun 12
$129.00
Outstanding
INV-1006 · Northline
Overdue 3 days
$640.00
Overdue
Payment tracking

Know what's paid and what's still due

Keep visibility on the payment status of your invoices: paid, pending, or overdue, without a separate spreadsheet.

  • Payment status per invoice
  • Outstanding amounts visible at a glance
  • Manual tracking of payments received
Paid this month
$8,640
+18.2%
Outstanding
$3,800
5 invoices
Customer portal

A self-serve space for your customers

Give customers access to view their documents and order status, and cut down on email back-and-forth.

  • Documents and statuses on the customer side
  • Fewer follow-up emails
  • Foundations for a polished customer experience
AC
Acme Corp portal
My documents
Invoice INV-1008
Paid
Quote Q-1024
Sent
AI-assisted drafting

Faster drafts, always under your control

Paste a customer email or upload a PDF, and OrionSell prepares a draft quote or invoice using your accounts, contacts, and products. You review and confirm before anything is saved.

  • Drafts from emails or PDFs
  • Uses your data: accounts, contacts, products
  • Mandatory review before saving or sending
AI assistant

Create faster with AI

Paste a customer email or upload a PDF, and the system prepares a draft quote or invoice.

Customer emails PDF requests Review before saving
Start free

All of this, in one platform

Try OrionSell free and see how every step connects, from customers to payments.

No credit card required.