OraTek CRM

OraTek CRM is the field sales platform for OraTek Diagnostics' reps - and any sales team that lives out of a pipeline and a phone. It puts your whole book of business, your next call, and an AI assistant in one app, on the device you actually carry. Sign in with email, Google, or Apple and pick up exactly where you left off on the web. WHAT YOU CAN DO - Pipeline - a kanban deal board you can filter by segment, team, and rep, and move deals with a tap. - Leads & clients - full contact records with notes, tags, follow-ups, and per-person cards. - Map - see accounts near you and plan a visit route in the field. - Dialer - a built-in call queue with logging, so every conversation is captured. - Tasks - daily plan, reminders, and recurring follow-ups that never slip. - Email & sequences - draft, send, and run multi-step outreach from your own mailbox. - Calendar & events - schedule meetings and keep your week in view. - Team chat & org chart - message teammates and see who owns what. - Training - built-in courses and progress tracking for new reps. - Commissions & leaderboards - track your numbers and where you stand. - Secure vault - a personal, encrypted password vault with revocable sharing. YOUR AI ASSISTANT Julie, the built-in assistant, can pull up a lead, draft a follow-up email, plan your day, log a call, and move a deal - in plain language, grounded in what you're looking at. BUILT FOR THE FIELD Native push notifications for incoming leads and messages, offline launch, a share sheet, haptics, and a system-browser handoff for external links - so the app feels like an app, not a web page. NOTE: OraTek CRM is a business application that requires an account from your organization. It is a sales CRM and does not contain any patient health information.