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Platform | Customers & Relationships

Every guest, member and client, with the whole story attached.

One customer record for the people and businesses you serve, with their relationships, their history and the work around them, called whatever your industry calls them.

What's included

The same model everywhere, in your words.

  • Individuals and businesses

    People and organizations are both customers, so a sponsor company and a family camper live in the same place.

  • A lifecycle that means something

    Prospective, Active and Inactive, so you know who you're serving now and who you're still talking to.

  • Labeled relationships

    Link a household, a business's representatives, or anyone connected to a record, and say how they're related.

  • Custom fields

    Keep the details your operation depends on, where the platform supports them, without a spreadsheet on the side.

  • One history per customer

    Stays, events, notes, documents and changes on a single timeline, so nobody has to reconstruct the story.

  • Reviewed imports

    Bring in CSV or Excel files, map the columns, fix errors and review duplicates before anything is saved.

  • Suggested duplicates

    Orca points out records that look like the same person. Nothing merges until someone confirms it.

  • Tasks, documents and activity, linked

    Everything related to a customer is one click from their record, not in a different tool.

By industry

How it works in your industry.

The platform model stays the same. The words, and the details that matter, change with your industry.

Anything marked “coming soon” is on the way and isn't in Orca yet.

Campgrounds & RV Resorts

Guests, with a durable profile that carries household, children, pets and vehicles from one stay to the next.

See the industry page

Associations & Membership Organizations

Members, both individuals and businesses, with Primary and Authorized representatives and associated contacts.

See the industry page

Nightclubs & Lounges

Patrons and their reservation history, kept in the Console for your team.

See the industry page
Straight answers

Coming Soon to Orca

We'd rather tell you now than in a demo. Here's what's coming soon:

  • Marketing campaigns or bulk email
  • Automated lead scoring
  • Integrations that sync customers from other systems

See what your operation looks like when the pieces work together.

A guided walkthrough, set up around your business.