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For B2B and wholesale

Big orders, repeat accounts, phone quotes. Finally tracked.

B2B revenue hides from marketing tools: it comes in by phone, by quote and by purchase order, and it lives in the ERP. Orkie connects the ERP and the accounting system, attributes those orders to what started them, and runs outreach to the accounts that should reorder.

B2B and wholesale: your workspaceWhat each platform claims vs what the pixel verifiedAsk Claude or ChatGPT, approve the changesThe monthly report, ready to send
B2B and wholesale: your workspace

Sound familiar?

What B2B sellers tell us on the first call.

The biggest orders are invisible

A $9,000 phone order attributed to nothing. Marketing gets judged on the small web orders it can see.

Accounts, not just customers

Buyers change, accounts stay. Consumer CRMs do not model that, so repeat-account outreach never happens.

Dealers asking for a portal

Pricing tiers, order history, tax-exempt setup, reorders. Handled by email and spreadsheets today.

What changes with Orkie

Outcomes, not features.

Every order attributed, however it arrived

Web, phone, quote and purchase-order revenue imported from the ERP or QuickBooks and matched to the search or ad that started the relationship.

Accounts and buyers in one CRM

Repeat-account lanes, reorder reminders and rep hand-offs from the same record, with consent recorded per contact.

A dealer portal built for you

Pricing tiers, order history and reorders as a custom module in your workspace, on the same data as everything else.

The starting set

Modules businesses like yours install first.

Analytics & Attribution

Pixel Analytics

Your own visitor and order data. See who is buying, group customers by behavior, send verified sales to your ad platforms, and get full reports.

Popular
CRM & Audiences

CRM

One customer record built from your site, store, and inbox. Find good prospects, group them by what they did, and email them with consent checked.

Popular
Finance & Operations

Acumatica ERP

See inventory, orders, shipments, kits, and customers from Acumatica, ask the assistant about them, and let other modules react.

Finance & Operations

QuickBooks

Bring QuickBooks Online or Desktop sales, customers, and products into Orkie so offline orders count toward attribution.

Customer Communication

Communications Center

Email, support tickets, and social comments in one shared inbox. AI drafts replies in your voice, and you decide what sends itself.

Popular
Advertising

Google Ads

Send verified sales back to Google, pull spend for real ROAS, and change budgets and bids from Orkie with safety caps.

Popular

What customers say

Real businesses. Real people behind the work.

★★★★★
Gregg's team handles our marketing and our website, and they're bringing AI into how our whole company works. They're people first. They learn how we do things, then let AI take over the parts that slow us down.
Jonathan, WNWB2B services
★★★★★
I'm a rad tech who started a staffing company, not a web person. Orkie and the team are building our new site with me, and the AI company brain learns how our business works, so the blog posts from their creative and design studio sound like us and answer what facilities and techs actually ask. They connected Google Search Console too, so now we can see how people are finding us.
Teddy, PremiereRad SolutionsB2B services
★★★★★
We switched from Klaviyo to Orkie for email and haven't looked back. Our workspace sees what each customer looked at, so every email is about their parts, and Gregg and Bryan built it with us, not just for us. It costs us less and our email revenue is up. In the first ten days, abandoned-cart emails alone brought in seven orders.
Jesse, Torque KingEcommerce

Real customers, in their own words.

Make it yours

Customize the workspace.

Every workspace starts from the same catalog and ends up different. Three ways to make it yours.

Questions

Which ERPs connect?

Acumatica and QuickBooks are native modules. Others connect through a custom module built for your workspace.

Can the pixel attribute a phone order?

Yes. Orders imported from the ERP are matched by hashed email, phone or account to the visits that started them and credited to their sources.

Do you build dealer portals?

Yes. A dealer portal is one of the most common custom modules: tiered pricing, order history, reorders and tax-exempt handling, in your workspace.

Does outbound email work for accounts?

Yes. Lanes can target accounts and their buyers, from your own domain, with consent checked at send time.

From the blog

Read more about it.

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A CRM built from your pixel and your inbox

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Sep 11, 2026 · 6 min read
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Aug 26, 2026 · 7 min read

See your real numbers.

Talk to us about your business, or call. No pressure, no hard sell. Call 1-877-ORKIE-15.