14 days free for your whole team
Ordo is a simple CRM with only what B2B sales needs, so everyone from a new rep to the sales director uses it every day.
Product
Three things Ordo does better: it's simple to use, it runs your everyday work, and it's ready for the sales meeting.
Four kinds of record, a clean screen for each, and every value changed right where it is. Light or dark, on a laptop or a phone.
Today's tasks shows what to do now and what's next. Emails and meetings log themselves, and after a call the AI writes it up.
Put the Sales dashboard on the screen: this month and quarter, what's closing, what changed and every rep against target. No slides to build.
Features
Open Ordo and Today's tasks shows what to do now, what's coming up, and which deals need a push.
Paste your call notes or a transcript. The deal, the next steps and the follow-up email come back filled in.
Amount, close date and owner at the top, a stage bar you move with one click, and who is buying.
Meetings by the hour, tasks on top, and a red line for now. Drag one to move it.
Put it on the screen and talk the month through: won against target, what's closing, and every rep against their number.
Also in Ordo
Connect Gmail or Outlook. Emails with your customers land on their timeline, and meetings stay in step with your calendar. You still write from your own inbox.
Ask about your pipeline in plain words. It answers from what you're allowed to see, links the records it used, and suggests a task or a stage move for you to confirm.
Deals as cards in their stages: drag one along. Or By company, each company's deals in one row.
Give a company's website and Ordo fills in its phone, address, size and industry. You tick what to keep.
Paid at once, 50 / 50, monthly or recurring. What's due to collect shows on your day.
Duplicates are spotted as you type, two records merge in one click, and anything deleted can come back.
Deals in the customer's currency, every total in yours. About 160 to choose from.
Today's tasks, deals and the planner fit a phone, for between meetings.
Built to be relied on
For directors
Every rep's meetings, deals and wins land in the same place, so the forecast is what's really happening, not last month's guess.
From the sample workspace: a made-up team, real Ordo screens.
How it works
Import from Excel, CSV or another CRM's export. Ordo shows what it will do before it does it, and Undo takes it back.
Connect Gmail or Outlook and your emails and meetings log themselves. Click any value to change it where it is. After a call, paste your notes and tick what the AI got right.
Reps start the day in Today's tasks, managers open any deal, directors read the dashboards. Same records, no reports to chase.
Pricing
Every plan has all of Ordo: no setup fees, no seat minimums, and your data is always yours to take.
In your browser. We run it, back it up and keep it up to date.
AI call notes, Ask Ordo AI and company research included.
14 days free. No card.
On your own server. Your data never leaves it.
Paid once, with 12 months of updates and email support. After that, updates are optional, at about 30% a year.
Try it in the cloud first, or on your own server.
FAQ
A simple B2B sales CRM: accounts, leads, opportunities and activities, plus Today's tasks, a planner, a pipeline board, dashboards, email and calendar sync, and an AI call assistant. Only what a sales team needs.
B2B sales teams, from a new rep up to the sales director. Everyone uses the same app, and each person sees the part that's theirs.
Cloud is $12 per user a month, or $20 with AI. On-site is free for up to 5 users, then paid once: $590 for up to 10, $1,290 for up to 25, or $2,990 for any number. Every plan has all of Ordo.
Sign up with Google, Microsoft or email, no card. Your whole team gets 14 days with everything on, AI included. Then your admin chooses Cloud or On-site. If nobody chooses, Ordo turns read-only: nothing is lost, and choosing later picks up where you left off.
Cloud, for almost every team: nothing to install, and we take care of backups and updates. On-site is for companies whose data has to stay on their own server; you run it, back it up and connect your own AI. You can move from one to the other at any time.
No. Only admins see plans and payments. Reps just use Ordo.
Yes. Each rep connects their own Gmail or Outlook. Emails with people in Ordo are added to their timeline by themselves, and meetings stay in step with Google or Outlook Calendar both ways. You keep writing and replying from your own inbox.
The AI only suggests. Nothing it fills in is saved until you tick it, and every price, date and promise it hears is flagged for you to check first. On-site can use a model on your own server, so nothing leaves it.
Yes. Export any list as Excel or CSV whenever you like. You can bring data in the same way, from spreadsheets or another CRM's export.
Today. Start your free trial and your team's own workspace is ready in a minute: 14 days, every feature, no card. Or look around the sample workspace first, no sign-up needed.
Your own workspace in a minute, with every feature and AI on. No card. Or look around the sample workspace first.