CRM made for
lab sales.
Map-based prospecting, an AI assistant that actually executes, and pipelines shaped for how labs sell — MROs, DOT collection sites, IOPs, employers, corrections. 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 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 labs actually sell
- 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
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 100+ 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.
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.
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 100+ 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.
Start free. Upgrade when your team starts seeing real value. Annual plans available with two months free.
"Our reps stopped maintaining a shadow spreadsheet within the first week. The map prospecting alone saves us four hours per week per rep — and that's before Julie does anything."
Stop fighting your CRM.
Start using one.
Spin up a workspace in two minutes. Bring your reps in for free. Cancel any time. No credit card to start.