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Record · Understand · Decide

The CRM that listens to your advisors and understands your customers

ORViTIA is an AI-powered CRM for companies whose sales force makes in-person visits. The advisor talks with the customer; the app captures the data, fills in your original contract live, sends it for e-signature and tells you who to visit today.

Try it yourselfFreeMeet ORViTIA
  • No account needed
  • Fictional data
  • Ready in 5 minutes
Talk to ORViTIA
A sales advisor talks with a family at home while using ORViTIA on her phone.
Listening, with consentFictional demo data
ID number confirmed1.082.456.789
Contract ready to signN.º 16826
  • Voice firstDictate and confirm with one tap.
  • Your contract, untouchedOnly the values are written on your PDF.
  • E-signatureTo the customer's inbox, or printed.
  • Privacy by lawEach company sees only its own data.

The problem

What you know about each customer gets lost in notebooks, chats and your advisors' memory

In field sales, every deal starts with a conversation built on trust. But after the visit, that knowledge rarely reaches the company in full.

What you know about each customer gets lost in notebooks, chats and your advisors' memory

  • Typing everything twice

    The advisor fills in the contract by hand and someone types it again at the office. Hours are lost and errors creep in.

  • Visits that leave no trace

    What the customer said, their doubts and why they didn't buy stay in the head of whoever visited them.

  • Deciding in the dark

    Without knowing who is loyal, who is at risk or who is behind on payments, managers decide late and without data.

Who it's for

For any company whose team sells by visiting customers

If your advisors sell at the customer's home, office or shop, ORViTIA adapts to your products, contracts and branches.

A sales advisor shows ORViTIA on his phone to the owner of a neighborhood shop.
  • Funeral and pre-need services
  • Insurance
  • Education
  • Health plans
  • Telecommunications
  • Distribution and consumer goods
  • Banking and microcredit
  • Real estate
  • B2B services

The demo uses a funeral services case; at your company, ORViTIA works with your own catalog and contracts.

How it works

From the first conversation to loyalty, without losing the why

Five steps the advisor does with voice and a tap, and the manager sees in real time.

  1. A sales advisor talks with an older couple in their living room; his phone records the conversation.
    Full nameID numberDate of birth3 beneficiaries

    Talk, with your voice

    With the prospect's consent, ORViTIA listens to the visit and captures the contract data, quoting where each value came from. The advisor confirms with one tap. If the prospect declines recording, the advisor dictates or types.

    • Built for street noise
    • Suggested questions for what's missing
    • Beneficiaries and relationships

  2. Your contract, filled in live

    Data is written on your company's original PDF, scanned or digital, without changing its design. The advisor reviews and corrects before sending.

    • Numbering by contract type and branch
    • Several contracts in one sale
    • Annexes only when they apply
  3. A customer signs his contract on a phone, with his daughter beside him.
    Signed electronicallyZapSign · Fictional demo data

    Instant e-signature

    The contract reaches the customer's inbox to sign with ZapSign, or it is printed to sign on paper. Once signed, the sale is confirmed.

    • All contracts of a sale in one envelope
    • Signed copy stored
    • Advisor and manager notified
  4. See at a glance who is close, who is drifting away and what to do with each one

    Every customer in their orbit

    ORViTIA places each account in its stage: prospect, opportunity, new customer, repeat or loyal. Those drifting away go «out of orbit» with their reason and a date to reconnect.

    • Buy and no-buy reasons from closed lists
    • 360° profile per person or organization
    • Churn and overdue-payment alerts
  5. Everything you know about a customer, on one screen
    Next best actionCollect the installment overdue 21 days

    The next best action

    Every morning, «Today» tells the advisor who to call, visit or collect from, in priority order and with the reason. Managers see the dashboard by advisor, product and branch, and ask questions in plain language.

    • AI summary of every account, with sources
    • Conversion score
    • «Who is overdue?», answered instantly
Your company

The customer orbit

See at a glance who is close, who is drifting away and what to do with each one

Stages change on their own with confirmed sales. You set the rules: how many purchases make a repeat or loyal customer, and when someone counts as quiet or cold.

  1. ProspectSomeone you visited or who asked for information.
  2. OpportunityA sale is in progress, with product and quote.
  3. New customerSigned their first contract.
  4. RepeatBought again or upgraded their plan.
  5. LoyalBuys, pays on time and recommends you.
  6. Out of orbitThose who didn't buy keep their reason and a date to reconnect. No one is forgotten.

360° profile and «Today»

Everything you know about a customer, on one screen

Sales, payments, commitments, reasons and the next best action for every person or organization. For advisors in the field and managers at the office.

ORViTIA «Today» screen with the day's actions in priority order.
Today
ORViTIA 360° account profile with sales, payments and the next best action.
360° profile
ORViTIA sales dashboard with visits, conversion and signed contracts.
Dashboard

Real app screens · Fictional demo data

Try it yourself

Live a complete visit in 5 minutes, in the role you choose

The AI plays the other roles with fictional people and data. We don't ask for your details or an account.

Advisor

Advisor

Run the visit: interview the simulated customer with your voice and watch the contract fill in.

Try as advisor
Customer

Customer

See the visit from the other side: the AI is the advisor and you answer.

Try as customer
Manager

Manager

See your team's dashboard, portfolio and reasons, and simulate a sales day.

Try as manager
Try it yourselfFreeMeet ORViTIA

What your company gains

Less paperwork, more time with your customers

Figures from the platform itself, no inflated promises.

  • 0contracts to retype

    Data confirmed during the visit is written straight onto your PDF.

  • 1tapto confirm each value

    The advisor glances, confirms and keeps talking.

  • 5stages in the customer orbit

    With rules you adjust yourself.

  • 100%of closings with a reason

    No sale is won or lost without its why.

  • 3roles to try today

    Advisor, customer or manager, no account needed.

  • 2languages

    Spanish and English; contracts in the customer's language.

Before

  • Paper contract, typed again at the office
  • In-person signature and couriers
  • Loose notes from each visit
  • Managers find out at month end

With ORViTIA

  • Original contract filled in during the visit
  • E-signature in the customer's inbox
  • 360° profile with sources and summary
  • Real-time dashboard and daily alerts

Security and privacy

Your customers' data, protected at every step

ORViTIA processes personal data under Colombia's Law 1581 of 2012. Each company sees only its own data, and each person only what their profile allows.

  • Encrypted in transit

    All information travels encrypted (HTTPS with HSTS) and is stored on Google Cloud.

  • Invitation and profile access

    Accounts are only created by invitation from the company. Permissions are set per profile.

  • Two-step verification

    Authenticator-app second factor and remote sign-out of sessions.

  • Abuse protection

    App verification, usage limits and filters against hidden instructions to the AI.

  • Audit trail

    Important changes are logged: who, what and when.

  • Your rights

    Access, correct or delete your data on request. You can delete your account from the app.

Privacy policyDelete my account

Plans

Pay for what you use

A base plan plus the modules your company needs (voice, contracts, e-signature, numbering, portfolio, analytics…), per active user. We'll prepare a tailored quote.

  • Free trial, no account needed
  • Demo with your own contracts
  • Hands-on onboarding
Request a quoteTry it yourselfFree

ORViTIA at a glance

What it is
AI-powered CRM and customer knowledge base for field sales
Who it's for
Companies whose sales force makes in-person visits
Motto
Record · Understand · Decide
Where
Colombia; in Spanish and English
Platforms
Android app and web version
E-signature
ZapSign, or print to sign on paper
Privacy
Colombian Law 1581 of 2012; Google Cloud servers
Trial
Free, no account, at app.orvitia.co

FAQ

What people usually ask us

What is ORViTIA?

ORViTIA is an AI-powered CRM for companies whose sales force makes in-person visits. It brings together visit and sales records, knowledge about each customer and the day's decisions: the advisor talks, the app fills in the original contract live, sends it for e-signature and tells them who to visit, call or collect from.

Which companies is it for?

For any company whose sales team sells by visiting customers: funeral services, insurance, education, health plans, telecommunications, distribution, banking and microcredit, real estate and more. It serves advisors, managers and administrators, with multiple branches, contract types and large teams.

How is voice used during the visit?

If the prospect consents, the app listens to the conversation, captures the data the contract needs and shows which sentence each value came from. The advisor confirms with one tap. If the prospect declines recording, the advisor dictates or types.

Does it change our contract's design?

No. ORViTIA writes only the values on your company's original PDF, scanned or digital. The design, legal text and boxes stay exactly as your company approved them.

How does the customer sign?

By e-signature with ZapSign: the contract reaches their inbox and they sign from their phone. It can also be printed to sign on paper. In Colombia, electronic signatures are legally valid (Law 527 of 1999 and Decree 2364 of 2012).

What is the customer orbit?

It is how ORViTIA organizes customers by their relationship with the company: prospect, opportunity, new customer, repeat and loyal. Those who didn't buy go out of orbit with their reason and a date to reconnect.

What is the next best action?

It is ORViTIA's daily recommendation for each advisor: who to call, visit or collect from first, and why. It considers unsigned contracts, overdue commitments, churn risk, late payments and the conversion score.

Can I try it without an account?

Yes. In «Try it yourself» you live a complete visit as advisor, customer or manager, with fictional people and data. We don't ask for your details and the trial session lasts 45 minutes.

How is personal data protected?

ORViTIA complies with Colombia's Law 1581 of 2012 on personal data protection. Information travels encrypted, each company sees only its own data, permissions are set per profile, and there is two-step verification, audit logs and remote sign-out.

Does it connect to our ERP or SAP?

ORViTIA imports receivables from SAP or other ERP files, per branch, and links them to each contract to show each customer's overdue balance and payment habits. Branches without an ERP record payments in the app.

How much does it cost?

You pay a base plan plus the modules your company uses, per active user. Write to us in «Talk to ORViTIA» and we'll prepare a tailored quote.

A team of field sales advisors reviews the day's visits on their phones.

See ORViTIA in action today

Five minutes are enough to live a complete visit: from the conversation to the signed contract.

Try it yourselfFreeMeet ORViTIATalk to ORViTIA