Account-scoped CRM

A video editor CRM that travels with your account.

Sales CRMs are built for teams closing enterprise deals. Freelance editors need something smaller and tougher: where every DM went, what each lead said about budget, who owes you a reply, and which niche actually books.

Orty Log is that — a 7-stage pipeline synced to your Whop account (encrypted in Supabase + local browser cache). Works on any device, no installer. Export the whole thing as one zip whenever you want.

Seven stages that match how editing deals actually flow

New → Contacted → Replied → Sample Sent → Negotiating → Booked → Closed. Every prospect you score moves through the same path, so at any moment you know exactly where each relationship stands — and which stage leaks the most.

Upgrading from a spreadsheet or an older export? Orty auto-migrates your existing CSV into the pipeline on first run, matching columns instead of making you re-type forty leads.

Every lead carries its own context

  • Notes — what they said, what they post, which sample they loved. Future-you needs this mid-conversation.
  • Budget field — what they hinted at spending versus what you quoted. Over time this is the single most valuable column a freelancer can keep.
  • Follow-up dates — "check back Friday" becomes a real reminder instead of a memory.
  • Score history — the original Client Opportunity score sits beside the outcome, so you learn which kinds of leads were worth it.

Insights computed from your own results

Personal Insights reads your synced pipeline and answers the questions freelancers actually ask: What's my reply rate? What share of replies turn into bookings? Are my scores predicting outcomes or flattering me? All computed in plain code — no AI, no extra uploads.

Exit-ready by design

One click exports your entire workspace — CRM, settings, logs — as a single zip. API keys are never included in the export. Import it on any device after Whop login and continue exactly where you left off. If Orty disappeared tomorrow, your client history wouldn't notice.

Frequently asked questions

Where exactly is my CRM data stored?
Encrypted per your Whop account (Supabase) with a local browser cache — synced across every device you log into. The whole workspace zip-exports anytime, and account deletion removes the rows on request.
Can I bring in leads from another tool?
Yes — Orty auto-migrates standard CSV exports into the pipeline, mapping columns like name, handle, status, and notes. Whole-workspace zip imports are also supported for moving machines.
Is the CRM limited on the Free tier?
No. The full 7-stage CRM — add, edit, delete, statuses, notes, export — is included free forever. Free caps lead rating (3/day) and Co-Pilot messages, not your client history.