--- title: "Orax SDI Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Orax SDI Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/163613/Orax-SDI/" page_type: "product" language: "en" --- # Orax SDI Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Orax SDI ## What is Orax SDI? The Orax Service Delivery Infrastructure is a powerful CRM & ERP Cloud platform for comprehensive business management on SmartPhone, Tablet and Desktop. The solution is meant for small (30+ employees), medium (200+ employees), and large (1000+ employees) companies. The Orax SDI Cloud is built on robust technology to enhance data protection and availability. Customisation and bespoke App and process development means that you will never outgrow Orax SDI. ## What is Orax SDI used for? [Enterprise Resource Planning](https://www.capterra.com/enterprise-resource-planning-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 11 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $58 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Orax SDI?[Manage this product listing](https://www.g2.com/products/orax-sdi/claim_requests/new?auto=true) ## Orax SDI Overview Updated September 2026 AI summary Orax SDI provides CRM and enterprise resource planning capabilities for businesses of all sizes, supporting sales pipeline management, contact management, workflow automation, and integrated business operations. With features including real-time data access, customizable reports, inventory and financial management, and mobile deployment, it helps organizations coordinate sales, service, and operational processes in a centralized cloud-based platform. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Orax SDI 4.6 (11) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $58 Per User, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (11) Ease Of Use 4.5 (6,068) Value For Money 4.4 (11) Value For Money 4.3 (4,685) Customer Service 4.7 (11) Customer Service 4.4 (4,478) ## Orax SDI alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/) [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/) ## FAQs about Orax SDI Overview ### Which roles and teams benefit most from Orax SDI? Orax SDI is most used by database administrators, application support teams, and service desk managers who need reliable system monitoring, issue resolution, and database oversight. Sales and medical field teams use it to streamline customer-facing workflows, while operations leaders, consultants, and business owners rely on it to improve service continuity and operational control. Answer based on 11 reviews Overview ### What company size and specific industries is Orax SDI built for? Orax SDI is designed for sales and services companies across diverse industries, especially distributed organizations with 10 to 500+ users. It is suited to businesses that need sales or service management software, or that must manage operational processes or inventory. Features and Usability ### What are the key features of Orax SDI? Orax SDI offers integrated business operations across CRM, sales pipeline management, and project management, plus accounting features such as billing and invoicing, general ledger, financial management, and payroll management. It also includes inventory management, purchase order management, warehouse management, workflow management, reporting and analytics, and email marketing. Getting Started and Support ### What training and onboarding options does Orax SDI offer? Orax SDI provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online formats support guided instruction, while documentation and videos offer self-paced reference material for reviewing features and setup steps. Getting Started and Support ### What customer support options does Orax SDI offer? Orax SDI provides email/help desk, FAQ/forum, knowledge base, and phone support. These channels give users multiple ways to find answers or contact support directly. No reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Orax SDI includes **Customer Database** and **Real-Time Data**, giving teams a central place to store customer records and access current information for faster decisions. However, it does not include **Data Security**. Instead, it offers **Contact Database** (**47%**) and **Contact Management** (**44%**), which still help businesses organize contact details and manage ongoing customer interactions, allowing teams to keep records updated and maintain more consistent follow-up. Real-Time Data 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Receive data and information in real time Accounting 2.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Billing & Invoicing 3.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Bills of Material 4.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Material list of manufacturing parts and associated costs Financial Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Plan, manage, and track the financial activities of an individual or organization Inventory Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track and manage inventory levels to maintain proper supply Orax SDI 59 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bills of Material: Material list of manufacturing parts and associated costs - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Templates: Pre-made examples and templates for emails - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Forecasting: Form predictions based on past and present data/trends - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Integrated Business Operations: Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.) - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Inventory Management: Track and manage inventory levels to maintain proper supply - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Mobile Access: Access software remotely via mobile devices - Multi-Location: Manage and support multiple locations - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Purchase Order Management: Create, send, and track purchase orders and their statuses - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Segmentation: Group leads or contacts based on their specific characteristics - Supply Chain Management: Manage the planning and execution of supply chain activities - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Warehouse Management: Manage and track operations and inventory within warehouses - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.6 (11) 4.6 Based on 11 reviews ## Pricing Value for money 4.4 (11) Free Trial Basic $58.00 Per User,Per Month Value for money 4.4 (11) 4.4 Based on 11 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (11) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (11) 4.7 Based on 11 reviews ## User reviews Overall rating 4.6 Based on 11 reviews Filter by rating 5(7) 4(4) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent DR Dewald R. Sales Executive Security and Investigations ### "Sales " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 April 19, 2023 Pros Sending quotes to our client are effortless as, and easy to use the different features that Orax offers. Cons Nothing everything works perfect and is very user friendly. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. RH Retha H. Owner Apparel & Fashion ### "Dependable easy to use software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 17, 2018 It has been fantastic working with Orax SDI. The software is great and has been a life saver to manage our production. Everyday I work with more aspects of the software to manage more areas of the business and find it really easy to use. Everything is backed up real time, so if you would stop halfway through something, you'll be able to pick up there where you left off again. Pros It's easy to use across all my devices and I manage my whole business with it from manufacturing to inventory to invoicing. Cons Initially it some getting to used to where the links are. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AG Anton G. Oracle DBA Information Technology and Services ### "This product is simply amazing! I've used it since it's infancy in 2010, and will continue to do so." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 29, 2017 It makes me look like a magician! My clients always have current info and up to date reports with graphs, charts and detailed stats, and it I don't have to do 1 page of editing...all is done by SDI! Pros The scalability and logic design. I'm privileged to know our rep personally, and his genius is reflected in this product. The metrics, rock -solid reliability that provide my clients with on time reports and accurate information, makes me look like a genius, and motivate my clients to renew their support contracts with me year after year. Cons When I send comments via e-mail, I'm unable to log time against them afterwards. I have create to a batch task for this. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TK Toni K. Medical Representative Medical Devices ### "Orax is an effective tool to enhance productivity and enhance communication " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 June 26, 2017 I'm able to communicate with my full team more regularly Pros I enjoy the ability to set reminders and ensure follow up with customers. The software is easy to use and has good features Cons I don't enjoy not being able to adjust start times of appointments or reschedule appointments without having to delete the appointment completely . I don't enjoy the mobile compatibility, it is difficult to use Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ZM Zinhle M. application support (Learner) Information Technology and Services ### "it has been very easy to use more understandable." 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 26, 2017 it is more effective you can work more easily it also tells you when there is work that is overdue that needs your attention. Pros very effective,it is very easy to use and it you can review your reports whenever you like it also tells you when there is an error Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TS Thobani S. junior DBA Information Technology and Services ### "my experiance is good, i even feel like i can learn more about this software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 21, 2017 well for me its helped me alot as i was learning how does the company works, what kind of issue our customer ussually log. Pros its always fast and safe. easy to use everything is clear, you always see who was resolving the call or task. Cons well i have'nt came accross with something i don't like. i think if we can changed billing time that would be great, sometimes we can't change billing time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DT Danee T. Service Desk Manager Information Technology and Services ### "Very easy to use and fast CMS" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 21, 2017 Good service desk management system. Audit trails on all our calls going back to inception of the system Reports to send to clients Statistical analysis of calls Pros Ease of use and fast connectivity. Doesn't hang like remedy. Our clients need quick assistance and speedy responses. Cons When the developers change things and I can't find the places where I used to do things. That hasn't happened in a while though and response time is good when I log the issue. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MB Mark B. Consultant Management Consulting ### "Working with ORAX and recommending to my clients has been very rewarding. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 21, 2017 Integration of all company functions into one platform: CRM, Sales Force Excellence, Finance, Operations, HR and Payroll. Pros Ease of deployment, all functionality available, flexibility. Responsiveness of ORAX to suggestions and requests. Cons Need a more cost effective entry level, Micro Enterprise version. Something that would compete with Paste or Palladium online versions, but including Sales Orders (Backorders/Partial Supply tracking), which these don't do. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TD Thandubuhle D. Sales representative ### "The experience in using the software is great.Straight foward easy to get through once installed." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 June 21, 2017 Easy to move around different topics within the systems. Tools like price lists available and the order in which customers are arranged. The home page well and clear. Pros The link between microsoft outlook,makes it user friendly and angles to use to connect makes it more flexible and adaptable. What stands out is self service desk,things like doing leave applications,expenses and most of all customer reports cards and access to what the colleagues are doing out there. Cons Not flexible ,regards working offline,always has to look for a place with available network to connect. Remote areas are a no go. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WV Walton V. Operations Director Professional Training & Coaching ### "Orax SDI provided everything we needed for our business operations including unmatched support." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 20, 2017 The software improved our workflow and helped us automate some of our processes. We could use it across our businesses from sales to training to project management to customer service and support. I've used it in an IT consultancy and technical support environment, a professional training company and marketing agency, and every time the ROI and positive impact on our business were clear. Pros The user interface is intuitive and easy to use. We could onboard our users in a matter of hours and with the built-in training we could automate the onboarding process and continue to educate our users and clients. The project management component integrated into the service component made it easy to schedule and manage tasks while the custom reports gave us real-time insight into our projects and our client environments. Every business is unique and Orax SDI understands that. The security is rock solid and matches or outperforms the security of most banks. I really liked the fact that all the different functions or modules work so seamlessly together. I have not found support at any company that could match the Orax SDI support. The Orax SDI team members are always willing to assist and have implemented suggestions and improvements made by our teams over the years. Updates to the system have always been invisible to the end user and always well documented and communicated. I have used Orax SDI for more than 7 years, even implementing it at the startup I joined when I left the IT service organization where I was employed. Orax SDI just works and keeps on working for years. The ROI is huge and it has been proven over years in 2 business where I was involved. Cons The functionality of the system has improved a lot over the years, and although the familiar and simple interface has stayed the same, I think the look and feel of the user interface can be improved. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/163613/Orax-SDI/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.