Built for Agents Who Actually Want to Close
Orvyn isn't a reskinned GoHighLevel. It's a custom-built CRM with a built-in dialer, AI receptionist, automated follow-up, booking pages, and real lead enrichment — designed for agents, agencies, and teams.
Every Lead, Enriched and Scored
Real-time delivery with automatic enrichment — know exactly who to call first.
Real-Time Lead Delivery
Leads from Facebook, Instagram, Google, and TikTok hit your dashboard instantly — with full enrichment before you even pick up the phone.
Automatic Enrichment
Every lead enriched with age, date of birth, full address, carrier, phone type, TCPA status, owner name, and alternate numbers — automatically.
Lead Scoring
Every lead auto-scored 1-100 and ranked HOT (80+), WARM (55+), or COOL. Call the highest-value prospects first, every time.
10-Stage Pipeline
Drag-and-drop Kanban board: New → No Answer → Voicemail → Contacted → Callback → Appointment → Quoted → Thinking → Sold | Dead.
CSV Import with Auto-Enrichment
Import existing leads via CSV with smart column mapping. Every imported lead gets enriched automatically — even aged leads.
Phone Lookup Tool
Look up any phone number instantly — get carrier, line type, owner name, TCPA status, and 2-4 alternate numbers on demand.
Duplicate Detection
Automatic phone-based deduplication on all inbound leads. No more calling the same person twice from different campaigns.
Mobile-Responsive
Full CRM access from your phone. Lead cards with swipe actions, tap-to-call, and everything you need between appointments.
Built-In Dialer. No App Needed.
Call leads directly from your browser with local presence, recording, and scripts.
Browser-Based Calling
Call leads directly from your Orvyn dashboard — no external dialer, no downloads. Just click and call.
Local Presence Dialing
Automatically shows a local caller ID matching your lead's area code. Higher answer rates because it looks like a local call.
Call Recording & Tracking
Every call recorded with duration tracking. Review calls for training, compliance, or quality assurance — all stored in the CRM.
Floating Call Scripts
Personalized scripts appear during calls with the lead's name and state auto-filled. One-tap access to objection handlers and rebuttals.
One-Click Disposition
After every call, disposition with a single click and auto-create follow-up tasks. No manual data entry between calls.
Power Dialer Integrations
Prefer an external dialer? Orvyn connects with PhoneBurner, Kixie, JustCall, and WAVV — call queue sorted by lead score and timezone.
Never Let a Lead Go Cold
Automated sequences that work your leads 24/7 — even when you're sleeping.
Instant Welcome Text
Every new lead gets an automatic welcome text within seconds — with your booking link. Speed-to-lead wins deals.
Multi-Step Follow-Up
Automated sequence: instant SMS, 2-hour follow-up, next morning at 9 AM. Pre-call texts that skip landlines and respect timezones.
Smart Inbound Responses
Lead replies YES? Auto-creates a callback task. Replies STOP? Auto-removes them. No manual sorting needed.
Appointment Reminders
Automatic SMS reminders 24 hours and 30 minutes before every appointment. Reduce no-shows without lifting a finger.
Customizable Templates
Personalize every message with lead name, booking link, and custom fields. Your follow-ups feel personal, not robotic.
Katie — Your AI Receptionist
An AI voice assistant that answers missed calls, books appointments, and creates leads — 24/7.
Answers Missed Calls
When you can't pick up, Katie answers with a natural conversational voice. Collects the caller's name, phone, and reason for calling.
Books Appointments Live
Katie books phone, Zoom, or Google Meet appointments directly during the call. Sends confirmation SMS to the client and notification to you.
Auto-Creates Leads
New callers are automatically added to your CRM with full enrichment. No manual entry — Katie handles everything.
Smart Post-Call Analysis
After every call, Katie extracts structured data — intent, urgency, coverage interest — and logs it to the lead profile.
Leads Book Themselves
Professional booking pages for every agent — no Calendly needed.
Personal Booking Page
Every agent gets their own branded booking page with a unique URL. Leads pick a time, you get notified instantly.
Conflict Detection
7 AM to 9 PM availability with real-time conflict detection. Supports Zoom and Google Meet link generation.
Google Calendar Sync
Two-way sync with Google Calendar. Your availability updates in real-time across both platforms.
Unified SMS Inbox
All your lead conversations in one place — across every provider.
Two-Way Messaging
Send and receive texts directly from the CRM. MMS support for images. Click any lead to see their full profile and conversation history.
Agent Broadcasts
Send announcements to all agents at once. Per-agent SMS routing so leads always reach the right person.
Real-Time Notifications
SMS + email alerts for new leads, bookings, voicemails, and overdue tasks. In-app notification bell with full history.
GoHighLevel Sync
Already using GHL? Connect via webhook — new leads flow into Orvyn automatically with full enrichment. Use both platforms together.
AI That Actually Helps You Sell
Underwriting, autofill, and spam protection — built for closers.
AI Underwriting
Enter age, health conditions, and coverage amount. Get instant carrier recommendations with premium estimates from 6+ major carriers.
Chrome Autofill Extension
Search leads from any browser tab, then one-click auto-fill carrier application forms. Works with Americo, Transamerica, Mutual of Omaha, and more.
Spam Protection Dashboard
Monitor the health of every agent phone number. Spam risk analysis, carrier lookup, answer rate tracking, and actionable tips to stay off spam lists.
See Exactly Where Your Money Goes
Real-time ad performance tracking across all your campaigns.
Campaign Dashboard
Real-time performance metrics: cost per lead, click-through rate, impressions, and clicks — synced from your ad accounts every 2 hours.
Creative Performance
See which ad creatives are driving the best results. Ranked by spend with appointment rates so you know what's actually converting.
Lead Funnel Visualization
Full funnel tracking: Impressions → Clicks → Leads → Contacted → Appointment → Showed → Closed. Know exactly where leads drop off.
Campaign Controls
Budget change requests with admin approval, pause/resume controls, and automatic alerts for underperforming campaigns.
Know What's Working
Performance dashboards, agent leaderboards, and pipeline tracking.
Lead Quality Funnel
Track every stage: Total → Contacted → Phone Answered → Appointment → Showed → Closed. Filter by period: today, 3 days, 7 days, or lifetime.
Agent Efficiency Scores
Weighted scores (0-100) based on contact rate, booking rate, calls per day, and close rate. Activity heatmaps show when agents are most productive.
Agent Leaderboard
Sortable rankings across all metrics. 30-day call trends, pipeline velocity tracking, and commission calculations with ROAS.
CSV Report Downloads
Export any report to CSV. Campaign performance, lead lists, agent activity — pull the data you need for your own analysis.
Email Campaigns & Drip Sequences
Build and send targeted campaigns to your lead database.
Email Template Builder
Visual editor for professional email templates. Create once, reuse across campaigns.
Drip Sequence Builder
Multi-step automated email campaigns. Set delays, conditions, and triggers to nurture leads over time.
Campaign Tracking
Open rates, click rates, and engagement metrics for every email sent. Know which campaigns drive results.
Built for Agencies and Teams
Full admin panel for team leads, agency owners, and office managers.
Agent Roster Management
Manage your team with phone assignments, territory mapping, licensed states, balance tracking, and performance metrics per agent.
Admin Dashboard
System-wide metrics at a glance. See all leads, all campaigns, all agents — with full audit trail and activity logs.
Approval Workflows
Campaign budget changes, website requests, and agent applications all flow through an admin approval queue. Nothing goes live without sign-off.
Agent Website Builder
Submit branding, domain, and preferences — we build a custom lead capture website for each agent with personalized booking links.
Voice Recording Management
Access and review all call recordings across your team. Search by agent, date, or lead for training and compliance purposes.
Security & Compliance
Role-based access control, row-level data security, webhook signature verification, and 10DLC registered phone numbers. Enterprise-grade from day one.
Nothing Falls Through the Cracks
Create, assign, and track tasks with due dates and lead linking.
Task Types
Callback, follow-up, send quote, submit application — categorized tasks with due dates so you always know what's next.
Overdue Warnings
Get notified when tasks are overdue. Low balance alerts, campaign performance warnings, and booking reminders keep you on track.
See It in Action
Start your free pilot and experience the platform with real leads.