Complete Feature Reference
Every feature exists
to close revenue
Not a generic CRM with 40 tabs. Every screen, every alert, every report in OrgAxis is built to answer one question: are we going to hit the quarter?
Revenue Forecasting
The revenue number. Live. Always.
Built on the Target → Secured → Commit → Gap framework used by the best revenue teams in the world. OrgAxis computes your forecast in real time - every time a deal is updated, closed, or moved.
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Target - your quarterly revenue goal, set per rep and per service type+
Secured - deals closed and confirmed, auto-updated when a deal closes won+
Commit - deals in Commit bucket that are expected to close this quarter!
Gap - what's still needed to hit target. Never hidden. Always front and center.+
Coverage ratio, win rate, deal velocity - all computed automatically from your pipeline+
32-day rolling countdown with velocity warning if you're at risk of missing the quarterTarget
INR 8 Cr
FY26 Q4 · $1M
Secured
INR 3.1 Cr
up 38.8% of target
Commit
INR 2.5 Cr
8 deals · 31%
Target attainment - 70% of quarter elapsed
Secured 39%
Commit 31%
Pipeline 22%
Best Case 8%
Gap: INR 2.4 Cr · 2.4x current velocity needed in 32 remaining days
Risk Engine & Attention Zone
Your deals are at risk.
OrgAxis sees it first.
The Attention Zone is OrgAxis's signature feature. Pre-built AI risk rules scan every deal in your pipeline 24/7 and surface the ones that need human attention - before they become losses.
!
No next step flagged - deal has no follow-up activity logged!
Close date overdue - the expected close date has passed with deal still open!
Stalled activity - no contact logged in 14+ days on an active deal!
Large deal, no proposal - high-value deal stuck early in pipeline too long+
High / Moderate / Low scoring with clear reason text for each flagged deal+
Push + email notifications the moment a deal enters high-risk status+
Scale plan: custom risk rules - define your own thresholds and conditionsDeals at Risk
7 flagged
Final Order Corp
No next step · Close date overdue 5 days
INR 30L
HIGH
ABC Logistics
Stalled 18 days · No activity logged
INR 22L
HIGH
SkyBuild Partners
Close date approaching · Proposal pending
INR 18L
MOD
Meridian Retail
Decision maker unresponsive · 12 days
INR 14L
MOD
ZenStaff India
On track · Next call scheduled Thu
INR 11L
LOW
Pipeline Management
Complete pipeline visibility.
No setup required.
A clean, fast pipeline view with everything you need and nothing you don't. See every deal, its stage, forecast bucket, value, close date, and owner - all on one screen.
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Forecast buckets on every deal: Pipeline / Commit / Best Case / Closed Won / Closed Lost→
Custom deal stages per pipeline type - configure in minutes, not days+
Bulk actions: reassign ownership, update stage, export, archive - select multiple deals↑
Import from spreadsheet in one step - all deals, all history, no data loss+
List view + board view - switch between them in one click+
Advanced filters: filter by owner, stage, close date range, value, bucket, risk levelABC Logistics
Driver Platform · Outbound
INR 30L
12 May
CommitBuildCo India
SaaS Licenses · Inbound
INR 24L
20 May
PipelineNexus Freight
Enterprise · Referral
INR 20L
31 May
Best CaseSkyTech Labs
Platform · Partnership
INR 18L
28 Apr
CommitLogiPrime Corp
Analytics · Outbound
INR 15L
15 Jun
PipelineTeam Targets & Ownership
Every rep. Every number.
Live attainment tracking.
Set revenue targets per user, per service type, per financial year. OrgAxis tracks attainment automatically - no spreadsheet, no manual calculation. Your 1:1s just got a lot more honest.
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Per-user targets by service line and FY - configured in the team settings in minutes↑
Live attainment bar per rep showing secured + commit vs their personal target+
Bulk ownership reassignment - move deals between reps, all history stays intact+
Multi-level org structure: company → team → individual rep targets+
Historical target vs actual reporting - see attainment trend across quartersRep Attainment vs Target
Suraj Sharma
85%
INR 85L / INR 100L · Outbound Enterprise
77%
INR 62L / INR 80L · Inbound Mid-market
58%
INR 41L / INR 70L · Partnerships SMB
Rahul Nair
41%
INR 41L / INR 100L · New Outbound
Revenue Dashboard
Monday clarity.
Zero prep.
Your revenue meeting dashboard is live 24/7. Every KPI your MD asks about - pipeline coverage, win rate, deal velocity, risk count - all in one place, always current. No Sunday slide-deck required.
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Total pipeline, win rate, avg deal size, open deals, and risk count - live, always📱
Same dashboard on iOS and Android - your MD can check it from anywhere🔗
Read-only shareable link - give stakeholders visibility without a login+
Customisable KPI ordering - pin the metrics most important to your businessTotal Pipeline
INR 8.6 Cr
Coverage 1.6x target up
Healthy coverage
Win Rate Q4
67%
vs 59% same quarter last year
up +8pts YoY
Avg Deal Size
INR 18.2L
Outbound avg INR 24L
up +INR 2.4L vs Q3
Deals at Risk
7
INR 95L combined value
Needs attention
Complete Platform
Every capability, in one place
Revenue Forecasting
Target / Secured / Commit / Gap live dashboard. Win probability, coverage ratio, velocity warning.
AI Risk Engine
Pre-built rules flagging stalled deals, overdue close dates, no-next-step, and large inactive deals.
Pipeline Management
List + board view, custom stages, forecast buckets, bulk actions, import from spreadsheet.
Team Targets
Per-rep targets by service type + FY. Live attainment tracking. Bulk ownership reassignment.
Mobile Apps
Full iOS and Android apps. Offline mode, push notifications, deal editing, forecast on the go.
API & Zapier
Full REST API, Zapier support, webhooks. Connect OrgAxis to any tool in your stack.
Contact & Company CRM
Full company + contact database. Link contacts to deals. Activity timeline per contact.
Activity & Notes
Log calls, meetings, emails, and notes against deals and contacts. Full activity history.
SSO & Security (Scale)
SAML/SSO, role-based permissions, audit logs, data export. Enterprise-grade governance.
Product Roadmap
What's coming next
We ship fast. Here's what's on the board for 2026.
Live now
Revenue Forecasting v2
Enhanced Target/Secured/Commit/Gap with deal-level drill-down and historical comparison.
Live now
Attention Zone 2.0
Improved risk scoring, custom rules engine (Scale plan), and bulk remediation actions.
Live now
Mobile Apps v1
Full iOS and Android apps with offline mode, push notifications, and deal editing.
In progress
Gmail Integration
Auto-log emails to deals and contacts. Two-way sync. Smart email suggestions. Q3 2026.
In progress
AI Deal Scoring
ML-powered deal score using historical win/loss data from your own pipeline. Q3 2026.
Planned · Q4 2026
Advanced BI Export
Direct connection to Power BI, Tableau, and Google Looker. Custom report builder.
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