Orax SDI | Sales, Service and Process CRM

We believe that South African businesses have the potential to be world renowned for quality, excellence and innovation. That South Africans are ambitious, talented and determined to succeed despite challenges. That sound ethics and strong values combined with a dream are the underpinnings of long term success, and that success makes the world a better place. To this end we strive to humbly and boldly serve our customers as they brace the storms and prevail in the face of strong headwind. We dream of making special companies spectacular!

Cloud solutions for South African companies

Sales

Effort, quotes, pipeline, campaigns, billing

Service

Service desk, ratings, projects, job cards

Operations

Custom processes, workflows, inventory

Comprehensive Business Management - on SmartPhone, Tablet and Desktop.
The below outline shows the scope of the Orax SDI solution:

Employee Self Servicemore +
Calendar, leave, claims and personal organisation tools
In order to support the effectiveness of the team we need to increase the effectiveness of the individual. Orax SDI provides many tools that the individual can use to improve the effectiveness of the team and therefore the business. There are also tools needed for employment, such as leave management, payroll, claims, shared calendars and more. Then there are tools for personal improvement and self management like priority lists and personal notes.external link help referencevideo

Communication & Contentmore +
Groups and teams communicate and retain knowledge
Collaborate and communicate in the team or in functional work groups. Create groups and post updates. Share calendars, discussions and documents. Document policies, guidelines and customer agreements in a secure environment. Retain knowledge and discussions in the knowledge base in documents, note and files.external link help referencevideo

Sales & Customer Relationshipsmore +

Sales teams need tools to empower their efforts, not bog them down with admin. Whether on the road with a smartphone or tablet, or office bound with a desktop, Orax SDI provides all the power you need to efficiently increase effectiveness and efficiency. Quickly create sales quotations and orders. Manage a sales pipeline if that is what you need. Empower and facilitate better relationships and better visibility into customer satisfactions across teams, regions and categories. Automate satisfaction rating requests and surveys or deploy online commerce. Efficiency in the sales process translates to increased revenue.external link help referencevideo

Services & Service Managementmore +

Whether you need a simple helpdesk for after sales services or run a fully fledged managed services operations the Orax SDI system provides a powerful Service Desk. More than this, the tools you need to manage many diverse services are standard in Orax SDI. From project management to job cards and field service. Service delivery is at the heart of the Orax Service Delivery Infrastructure. Deploy an LMS (learning management system) in your organisation or for your customers. The Wide-Area-Monitoring and Automation module allows you to monitor and manage distributed systems.external link help referencevideo

Billing & Customer Statementsmore +

Manage customer accounts with precision. From recurring billing to foreign currencies and more. Create sales invoices manually or in batch using billing batches. Configure ongoing billing parameters to allow for billing runs on a large customer base. Capture bank statements and send customer statements. Orax project development can create billing items that harvest figures from usage databases to allow for simple billing of usage based services. Ensure that your sales are completed with a robust, professional and effective billing management system.help reference

Inventory & Asset Managementmore +

Manage inventory and assets across an unlimited amount of distributed locations with ease. The Orax SDI system allows you to create an unlimited number of locations and warehouses. You also have access to sales logs and serial numbers on customer locations. Inventory and assets could be high risk and high impact areas of a business. Effectively managing stock levels and asset movement are crucial to a large business. Track serial and lot numbers and expiry dates. Effectively dispatch and track orders. Manage your inbound and outbound queues.external link help referencevideo

Production Managementmore +

Whether you run a small assembly operation or a manufacturing operation it is important to have the right tools to manage all processes effectively. The production order management module allows you to create templates and then issue production orders from those templates. You are able to log production steps on the factory floor to facilitate real-time tracking. Create detailed bill of materials based production orders with steps for each specific process. Monitor in-progress orders on a customer, order or item level.

Human Resources & Payrollmore +

The heart of every business is its workforce. The human resources module allows you to manage employees, contractors and recruitment. You can manage skills, employment records, rosters, timesheet, commissions, claims, billing rates and all other employment functions like payroll leave and more. Ensure that employees have self-service tools in hand where ever they go to streamline internal processes around human resource management.

Procurement & Supply Chainmore +

Procurement is part of every business whether you buy Inventory to resell or equipment, services and office accessories for internal use. The suppliers and procurement module allows you to effectively manage supplier accounts and all activity related to purchasing. You are able to conveniently capture supplier invoices in order to approve and process them. Create quotation requests, purchase orders, debit notes, and purchase invoices with ease. When the need is there you can manage inventory effectively by using material resource planning. Set up order preferences so that the system can suggest order quantities.

Reporting & Analyticsmore +

Successful operational management requires an understanding of what is happening on the floor. Visibility into processes, departments and operations are extremely important when you want to increase the efficiency and profitability of specific areas of your business. Orax SDI includes several standard reports and analytic reports as well as provide the ability to create custom reports. Reports can be viewed in the portal or scheduled to be sent on a recurring basis. The reporting tools in the system saves a lot of time. Managers no longer need to spend days preparing data and spreadsheets in order to create reports. Once a report has been developed it can be distributed automatically on a weekly or monthly basis.

Banking & Accountingmore +

The ledgers and accounting module enables you to keep a close watch on your financials in a large or medium sized business. Part of the functionality include the management of bank accounts and cashbooks. Financials are built around the general ledger with debits and credits that need to balance. The ability to add journal entries and business centre allocations makes for a powerful solution. Manage your accounts receivable and accounts payable effectively and view all the important performance and tax reports needed to ensure that your company is performing at its best.

Administration & Configurationmore +

In a large system it is important to manage user accounts and access control of many individual persons and teams. The Administration and configuration module allows you to change the system and the access that individual users and teams have. Using the system parameters and configurations settings you are able to customise the system for your individual needs as a business. Each business needs one or two system administrators to manage the Orax System. They will also support the user base and develop guidelines for training and workflows.

Business Improvementmore +

From time to time or on a continual basis it may be necessary to tweak specific business functions or operations in order to maximise efficiency and profitability. The business improvement centre is a module with specialised tools that focuses on setting targets and achieving goals related to reducing risks or increasing revenue. It allows for task, milestone and financial benefit tracking.

Development & Process Designmore +

Besides the standard modules in Orax SDI, there are software development tools that allow Orax Solutions to build any custom enhancement in the infrastructure. Custom development can be mobile or desktop apps or other solutions for all types of audiences. Often times it is required that a specialised process is deployed to managed critical business processes or that customer engagement needs a specific self service sales process. All development is done by Orax Support and is quick, efficient and has a fast return on investment.

Need more info?

Why Orax SDI?

Orax SDI is a powerful, one-stop solution for South African businesses (private, public and internationally owned) developed and hosted locally.
We compete with the best-of-the-best, and feature-for-feature we deliver a punch that is hard to beat.
Service, service, service. Your development and support services are fast, efficient and local. We don't hold you back!
Orax SDI was designed from the ground up to embrace dynamic, fast-changing new generation commerce.
Orax is lean enough to be agile, yet comprehensive enough to open new horizons for your unique company.
Orax SDI's focus on human efficiency translates to output multiplication. An actuator to break through ceilings and barriers.
We have a track record. Orax SDI has been serving clients for more than 10 years.

Try Orax SDI free for 30 days

Frequently asked questions

Is Orax SDI a CRM solution?

Yes, Orax SDI is a Customer Relationship Management system that manages Sales and Services, but it is much more. Its also a services ERP system which means it is fully capable of running the operations and financials of your company.

Is Orax SDI an ERP solution?

Orax SDI is a services ERP and a CRM solution. It allows you to manage services throughout your company, including internal services and costing. It provides procurement, financials, HR and payroll.

How secure is Orax SDI?

Orax SDI aligns to modern cloud security standards as used by banking and online shopping companies. For data security each environment has a live Disaster Recovery system and an offline backup strategy that creates daily, weekly and monthly backups. The DR environment is synchronised up to the minute and available for readonly user access.

Does Orax SDI have a mobile cloud based solution?

Orax SDI is 100% cloud based. It uses modern technologies and world class data centres to ensure that response times are class leading. Orax SDI is fully functional on Smartphones, Tablets and Desktops.

Do I need special hardware or network configurations to use Orax SDI?

Any modern device (Smartphone, Tablet or Desktop) can access Orax SDI through a modest internet connection. There is no need for special hardware or software. All browsers should be recent to ensure its compatible and secure.

How much will it cost me?

Orax SDI is provided on a monthly license and usage charge. Each user account is charged monthly at a fixed fee. There is a 10 user minimum. Rand for rand our solution delivers unbeatable value and performance. Contact us for an accurate quotation. There are extra charges like SMS and Fax, etc which also from part of usage.

How does the licensing work?

License and hosting fees are charged per-user-per-month. There is a minimum requirement of 10 user licenses per month. There is no maximum limit. We can accommodate thousands of users.

Do I need to sign a contract?

The software agreement (terms and conditions) is signed by each user of the system. We only sign non-binding contracts without a fixed term. Cancellation requires 30 days notice.

Can Orax SDI be customised or enhanced according to my company's needs?

Yes, one of the most powerful benefits of Orax SDI is to know that you'll never outgrow it. Orax SDI is an operational infrastructure with Rapid Software Development capabilities, allowing the development of complete processes, modules and functions within the infrastructure.

Do you have a Service Level Agreement option?

We sign SLA contracts directly with customers or our partners may take on this responsibility and provide the services independent of Orax Solutions.

Will Orax SDI work in poor network areas?

An internet connection is always required to connect to and work with the Orax SDI mobile portal. However the bandwidth requirements are very modest and will therefore work fine in poor network locations (so long as the connection is available).

Will training be available for my users?

Training is available from Orax Solutions or our partners and resellers. We prefer to train your power users and let them develop your internal operational strategy and train and support other users.

Will Orax SDI be able to support 1000 users?

Yes, Orax SDI is a very powerful system that can support thousands of users.

Is Orax SDI available globally?

Orax SDI is hosted in South Africa but available globally to any internet connected device.

Will we need an Administrator for our Orax SDI system?

Yes, we always suggest that you manage and own your system using proper administrative processes. A well managed system will always deliver better value that a poorly managed one.

Can I run financials and payroll on Orax SDI?

Yes, Orax SDI is fully able to manage your financial accounting and payroll.

Is Orax SDI a Learning Management System (LMS)?

Yes, Orax SDI is a fully fledged LMS with the ability to manage courses, modules and assignments. It allows online learning as well as class room bookings. Students may enroll in available courses and have access to the online learning forum in each course.

Does Orax SDI provide automation or integration options?

Yes, a powerful Automation and Wide-Area-Monitoring module allows Orax SDI to integrate with other systems and the real world.

Comprehensive Business Management - on SmartPhone, Tablet and Desktop.The below outline shows the scope of the Orax SDI solution:

Need more info?

Why Orax SDI?

Frequently asked questions

Comprehensive Business Management - on SmartPhone, Tablet and Desktop.
The below outline shows the scope of the Orax SDI solution: