Orion CRM

Product

A configurable AI CRM built around
your sales process.

The customer asks. Your team sees the full deal.

Orion prepares what happens next.

Orion is a free, MIT-licensed, AI-first CRM you can run on your own terms. Clone it, start it with one command, and shape the objects, fields and workflows around your own process. No licence key, no seat count, no vendor gatekeeping every change. Run it self-hosted, in a private cloud, or as a DEHA-managed deployment; control access down to the field level, and bring your own AI keys, with a built-in MCP server for compatible AI clients. Customer records, sales activity and connected communication sit in one configurable workspace, where AI prepares the next action and your team decides what gets applied.

orion — opportunities
Sample data
ISO 27001 · CMMI Level 3 · PDPA-ready · On-premise / private cloud · Backed by DEHA Group (Singapore · Vietnam · Japan)
/ In production at DEHA GLOBAL

We run our own sales on Orion.

DEHA GLOBAL’s sales team uses Orion every day to manage companies, contacts, opportunities, tasks and dashboards in one live workspace.

Workspace

DEHA GLOBAL

Companies, people and opportunities across Singapore, Korea, Vietnam and Japan.

In use

Daily, by our own team

Pipeline reviews, follow-ups and dashboards used in daily sales work.

Same build

The open-source release

What we run is what you get. There is no separate internal edition.

orion · DEHA GLOBAL workspace
Live DEHA workspace · sensitive details redacted
/ Honest fit

What Orion is good at today
and what it is not.

Orion is early and open. Rather than let you find the edges after installing it, here they are.

A good fit today

Not yet

Teams starting fresh, or moving off spreadsheets and shared inboxes
Migrating an established CRM – see the row below on what transfers
Engineering-minded teams who want to read the code, self-host it and extend it
Teams who need a vendor to own the deployment end to end – that is a paid engagement, not the free path
A sales process that does not fit a packaged CRM – custom objects, fields, views and rules
Field reps who work from a phone. There is no mobile app, and none planned; Orion is browser and desktop
Data-residency or self-hosting requirements that rule out a hosted CRM
Teams without anyone to run upgrades, backups and patching – unless DEHA operates it for you
Bringing your own AI keys, or running models entirely inside your network
Importing history: CSV import brings records only – not email threads, call logs, stage history or attachments

No licence cost at any headcount. Support plans with a response-time SLA, configuration, migration and managed operation are scoped and priced separately.

/ For your team

Orion looks different
depending on who opens it.

See what Orion changes for the people who run the system, the teams who sell with it, and the managers responsible for the pipeline.

What you do
What Orion changes
What you get
What you do
What Orion changes
What you get
What you do
What Orion changes
What you get
/ Workspaces & real-time

Two things you feel the moment you open it.

The rest of the product has its own sections below. You notice these two right away.

Multi-workspace

Each team gets its own workspace.

Data stays isolated per workspace, and AI only reads the workspace it is in.

Illustrative · sample data

Real-time

Change it once, and the workspace reflects it instantly.

Your workspace updates instantly. No refresh needed.

Illustrative · sample data
/ Configure

Shape the objects, fields
and views around how you sell.

Authorized teams can configure objects, fields, layouts, views and event-driven automations directly in Orion, without raising a development request for every routine change.

orion · opportunities
Product interface · sample data

new field

Model the way your team sells

Start with Company, Contact, Opportunity, Task, Note and Attachment, then add custom objects and fields. Orion supports multiple field types, including text, number, currency, date, select and relationships.

Work from the view you need

Switch the same records between table, kanban and calendar views. Save and share filters, or describe the filter you need in natural language.

Configure what happens next

Trigger field updates or call external systems when record data changes, without turning every process adjustment into a development project.

Move data in and out

Import records from CSV or Excel, export to CSV, and restore soft-deleted records.

Built for distributed teams

Six interface languages and desktop apps for Windows, macOS and Linux, alongside browser access.

/ AI with control

AI works inside your CRM,
within the permissions you set.

Ask in plain language and get answers from your actual records, always current and grounded in your data. Agents can enrich, classify, summarize and score inside your workflows. The same roles and object-level read and write permissions govern every AI action, so Orion only touches the data it is allowed to.

orion · AI action
Illustrative · fictional sample data

orion · sales report
Illustrative · fictional sample data
AI agents inside your workflows

Enrich

Fill company and contact data from public sources.

Classify

Categorize and route inbound leads.

Summarize

Turn meeting notes into structured records and follow-ups.

Score

Rank opportunities using engagement signals.

Every agent operates within configured roles and object-level read and write permissions.

/ Connects

Connect email, enterprise systems
and supported AI tools.

Communication in the record

Emails and meetings attach to the right record automatically.

Google Workspace
Microsoft 365
IMAP

Build and extend

Connect Orion to ERP and other internal systems through REST and GraphQL APIs and webhooks.

REST API
Webhooks
GraphQL API

Choose your AI providers

Connect major providers with your own API keys, or run compatible self-hosted models.

Anthropic
OpenAI
Google
Mistral
xAI
Cohere
Voyage
AWS Bedrock
OpenRouter
Self-hosted

Built-in MCP server

Connect MCP-compatible AI clients to permitted Orion CRM data and actions.

/ Deploy & control

Choose where Orion runs.
Control access to your CRM data.

Where Orion runs

01

Self-hosted

On-premises, open-source. You run and control the whole stack.

02

Private cloud

A dedicated private-cloud environment, isolated to your organisation.

03

DEHA-managed

We host and operate it for you under a service engagement.

Who can access CRM data and actions?

Object- and field-level role permissions; SSO through OIDC/SAML; Google/Microsoft login and 2FA; workspace isolation.

What data can an AI provider receive?

You choose which providers are permitted and connect them with your own API keys, or run models inside your network so CRM prompts and data remain within your environment. What a provider does with the prompts it receives is governed by your agreement with that provider, not by DEHA.

Who operates each layer?

You or DEHA, depending on the deployment model.

What is written to the audit log?

Read and write actions on records are logged. Logging of AI interactions and MCP tool calls is on the roadmap, not in the current release.

The same role and field permissions govern users, integrations and AI actions.

Integration credentials and API keys are encrypted at rest (AES-256-GCM), and traffic is encrypted in transit (TLS).

orion · security
Product interface · data masked

add identity provider

orion · deployment & system architecture
Diagram

Client

Web app
Desktop app (Windows, macOS, Linux)
MCP clients: Claude, ChatGPT, your own agents

API & access

GraphQL API
REST
Real-time updates
SSO · OIDC / SAML
Role & field permissions
MCP server

Core

AI engine

Assistant, agents, model routing, memory & retrieval, embeddings, usage limits.

Metadata engine

Custom objects & fields, views, workflow automation, permissions, activity timeline, import / export.

Data

Relational database with vector search
Object storage
Cache & job queue
Schema-isolated workspace data

AI providers

Anthropic
OpenAI
Google
Mistral
xAI
Cohere
Voyage
AWS Bedrock
OpenAI-compatible (Ollama, OpenRouter)
Self-hosted models

Orion does not use your CRM data to train models. You choose which external providers are permitted and connect them with your own API keys. Self-hosted models can keep CRM prompts and data within your network. Who runs each layer, you or DEHA, depends on the deployment model.

/ Evaluate

Two ways to try Orion.

Option 1 · on your own

Run it yourself

From 30 September: clone the repository, start it locally, and load the sample workspace. Nothing to request, no data to share, no conversation required. Until then, leave your email and we send the link that day.

Option 2 · with us

Have us walk you through it

Tell us one priority workflow. We tailor a walkthrough on sanitized sample data, then review configuration, integration and deployment with you. No real data required to start.

Installing Orion takes minutes. Running it is ongoing work: upgrades, backups and patching sit with whoever operates it, you or us. A full rollout with data loading, integrations, and training depends on scope, and we scope it with you before we quote.

/ FAQ

What engineering and sales teams ask first.

What kind of teams is Orion designed for?

Two groups. Engineering-minded teams who want a CRM they can read, self-host and extend under a permissive licence. And sales teams starting fresh or moving off spreadsheets whose processes don’t fit a packaged CRM.

Yes, start from standard objects and adapt objects, fields and views to your process.

The assistant works with current CRM data within the user’s permissions. It can answer, draft, create or update CRM records within those same access rules.

Orion is released under the MIT licence. You can self-host it free of charge, modify it, and use it commercially, with no obligation to publish your changes and no per-user fee. Private-cloud and DEHA-managed deployments, and any configuration or migration work, are scoped and priced separately; the software licence itself stays free.

Orion is not how DEHA earns. It is the CRM we built for our own sales team and released so others can use it. DEHA’s business is Oridex and Oriene AI. If you later want configuration work, a support plan or someone to operate Orion for you, those are priced engagements, but most teams will run it without paying us anything, and that is the intent.

Orion runs independently; it does not require Oridex or any other DEHA product, and has its own AI engine. Its users, integrations and AI actions are governed by Orion’s role, object and field-level permissions.

Partly, and we would rather say so plainly. Orion imports records from CSV and Excel, companies, contacts, opportunities and custom objects. It does not yet carry over email threads, call logs, stage-change history or attachments, and there is no automated connector to HubSpot, Salesforce or Zoho. If that history is what holds your pipeline together, Orion is not the right move for you today.

No, and none is planned. Orion runs in the browser and as a desktop app on Windows, macOS and Linux. Teams whose reps work primarily from a phone should not adopt it on the expectation that mobile is coming.

The open-source release comes as is, community issues, no service commitment. A paid support plan carries a committed response time, and can be bought on its own without moving your deployment to us. Configuration, migration and managed operation are separate engagements.

From 30 September, run it yourself on the sample workspace, nothing is shared with anyone. Before then, we walk you through a running instance on sanitized sample data. No real data is required either way.

Read the code first.
Talk to us if you want more.

From 30 September, Orion is yours to clone, read and run on your own infrastructure: free, MIT-licensed, no sales conversation required. Configuration, a support plan with a response-time SLA, or someone to operate it are there if you want them, and only then. The PDF overview covers capabilities, deployment and security detail, integrations and AI-provider coverage, licensing and rollout, a leave-behind to share internally.