Feature · Log

Orty Log — a CRM for freelance video editors.

Most CRMs are built for sales teams with quotas. Log is built for a solo editor juggling twenty creator conversations: who you contacted, what they replied, what they can pay, and who's waiting on your follow-up right now.

It lives inside the Orty app, on your machine — every rating you run files itself into the pipeline automatically.

The 7-stage pipeline, mapped to real editing deals

New → Contacted → Replied → Sample Sent → Negotiating → Booked → Closed. Drag or one-click leads between stages as conversations move, and the board always answers the freelancer's two hardest questions: who am I waiting on, and what should I touch today?

Coming from a spreadsheet? Orty auto-migrates your CSV on first run — name, handle, status, and notes columns are matched for you.

What each lead remembers

  • Score history — the original 1–10 fit rating and its reasoning sit beside the outcome forever.
  • Notes — conversation context that future-you needs mid-negotiation.
  • Budget field — what they signaled versus what you quoted — the most valuable column a freelancer keeps.
  • Follow-up dates — "bump Friday" becomes a tracked commitment instead of a mental tab.

Insights computed from your own pipeline

Personal Insights turns your log into honest numbers locally: reply rate per niche, booking rate per score band, and score trends over time. Plain Python reading your own data — no AI, no cloud round-trip, works offline.

Specs at a glance

Log — quick facts
Detail
Stages7-stage pipeline (custom to how editing deals flow)
ImportCSV auto-migration + whole-workspace zip import
ExportOne-click zip of everything — API keys excluded
StorageYour Windows user folder only — no account, no sync
TierFree and Pro — full CRM on both, no caps

Frequently asked questions

Is the CRM different between Free and Pro?
No. The full 7-stage CRM — unlimited leads, notes, statuses, exports — is included identically on Free and Pro. Pro removes caps on lead scoring and Co-Pilot drafting, not on your client history.
Can I use Log without ever running an AI rating?
Yes. Add leads by hand and manage them entirely offline — the CRM, notes, stages, and exports never require API keys. Keys are only needed when you trigger a rating or a Co-Pilot draft.
How do I back up my pipeline?
One click: Settings → Export Workspace zips your entire Orty folder — CRM, settings, logs — with API keys deliberately excluded. Import the zip on any Windows machine to resume exactly where you left off.