CRM made for
field sales.
drug testing.
med device.
insurance.
staffing.
logistics.
home services.
Map-based prospecting, an AI assistant that actually executes, and pipelines shaped for how your industry sells — drug testing labs, med device, insurance, staffing, freight, home services. Built for teams whose reps live in the field, not at a desk. No HubSpot bolt-on. No Salesforce admin tax.
Stop bolting CRMs onto a workflow they weren't built for.
Salesforce was built for enterprise IT, HubSpot for marketing teams, Pipedrive for generic SaaS. None were shaped for a rep walking into a clinic, a job site, or a branch office with a tablet at 2pm. We were.
The old way
- HubSpot + 6 custom properties + a spreadsheet your rep also maintains
- Generic "Lead → Opportunity → Customer" stages that don't match how your industry actually sells
- Prospecting in 4 tools: ZoomInfo, Google Maps, LinkedIn, a phone book PDF from 2019
- An AI sidebar that summarizes things instead of doing them
- Slack + Trainual + a Google Doc + Notion + your CRM = five logins, no integration
The OraTek way
- One workspace. CRM, dialer, chat, training, AI — same login, same data, same UI
- Industry-shaped stages out of the box. Customizable in 30 seconds, not 30 hours
- Type "tox labs in Utah" — 42 contacts, with phone + address, into your dialer queue
- Julie does the work. Queues calls. Drafts emails. Sends team updates. With your approval
- Built like an OS, not a feature list. The product gets out of your rep's way
One login. Every screen your team lives in.
Not a feature list — the actual product. Click around. This is what your reps see on day one.
Three things no other CRM does out of the box.
Everything else — pipeline, contacts, deals, tasks, email — is table stakes. These are why reps switch.
Map-based prospecting
Your rep types "tox labs in Utah." Thirty seconds later, 42 contacts are in the CRM with phone numbers, addresses, and websites — pulled straight from Google Places. One click queues them in the dialer.
Julie, your AI
Not a chatbot. An assistant with 180+ live tools. "Queue my hot Utah leads and draft follow-up emails." She does it. Asks before sending, confirms what she did, never silently invents work.
Power dialer
Scored queue, in-call scripts, structured disposition logging, audit trail. Same product Close.com built a $200M business on — bundled in, no add-on, no per-minute fees.
Cancel six subscriptions. Keep one login.
CRM, power dialer, team chat, training LMS, whiteboards + org chart, and a team password vault — every one of these is a separate bill somewhere else. Here they're the same product, the same data, the same login. (E-signing is built in too, via your own Zoho Sign account — we don't count it in the savings.)
No integration glue. No "which tool is that in?" No per-minute dialer fees.
The boring stuff done well.
Because the bar for "modern CRM" is now table stakes, and we're not interested in being last on any of them.
Pipelines you can shape
Rename stages, recolor, reorder, add custom stages. Admin-only, applies org-wide. Sales pipeline + recruiting pipeline, separately customizable.
Team chat + groups
Org-wide channel, 1:1 DMs, named groups. OS-level notifications when you're not in the tab. Replace Slack for internal sales comms.
Recruiting pipeline
Drag a candidate to "Hired" — they auto-onboard as a CRM user on the right team, under the right manager, with the right role.
Tasks + recurrence
Department tags, blockers, parent/child, audit log. Recurring tasks auto-spawn the next instance on completion. Talk to them in plain English.
Workflow automations
If-this-then-that rules. Deal stalled? Auto-task the manager. New contact tagged "hot"? Auto-DM the rep. No-code, dry-run testable.
Reporting + leaderboard
Pivot deals or tasks by stage, owner, industry, label. Real-time leaderboard. Export to CSV. Reps get the dashboard view; managers get the rollup.
Personal password vaults
Every seat gets an encrypted vault for work logins, with LastPass-style read-only sharing to teammates — revocable any time, every access audit-logged.
Training LMS built in
Onboard reps with modules, progress tracking, and per-team completion heat-maps. New hires learn the product inside the product.
Commissions engine
Kit-count payouts, manager overrides, regional slices — modeled in the CRM, computed per run, paid with a paper trail. No spreadsheet of record.
Meet Julie. She doesn't suggest. She does.
Every other CRM has tacked on an AI sidebar that writes summaries and proposes next actions. Julie is different: she has 180+ live tools across the entire system. She can read your inbox, draft replies, queue calls, post to team chat, create tasks, search Google Places, import contacts, schedule meetings, run reports.
She confirms with you before sending external comms. She never claims to do something without invoking the tool. She tells you when she doesn't know — instead of inventing.
Straightforward. Per-seat. No surprises.
14-day trial on Pro — no card to start. Labs running OraTek swabs get 50% off any plan. Full pricing →
"Most CRMs are built for the people inspecting the work — dashboards first, reps last. We built OraTek the other way around. Every feature has one test: does it make a rep's day lighter, or is it homework? If it's homework, it doesn't ship. The CRM should do the paperwork. The rep should do the selling."
Stop fighting your CRM.
Start using one.
Spin up a workspace in two minutes. Bring your whole team in. Cancel any time. No credit card to start.