A sales CRMyour agents can run.
Pipelines, deals, companies, tasks and notes in one CRM that your forms and booking pages fill as leads arrive, that Claude, ChatGPT or your own agents can set up and work for you, with sales reports, goals and forecasts built in.
Pipelines
Pipelines that match how you sell.
Build as many pipelines as you need, with your own stages, win probabilities and won or lost outcomes. Work the board, or switch to a list and change stages inline.
Everything in one place
One record per relationship. Inbound or outbound.
Form answers, meetings, sequence replies, deals, tasks and notes on the same contact and company, whether they came to you or you reached out.
Deals
Every opportunity with its amount, owner and close date in the stages you define. Quotes the customer accepts from a link, renewal deals that create themselves, and rules for every stage.
Industry
Software
Lifecycle stage
Customer
Employees
120
Annual revenue
$14M
Companies
Accounts with their people and deals on one record, linked to contacts by email domain. Parent and child companies, tags and a lifecycle stage of their own.
Tasks
Call, Email and To-do tasks plus your own types, with reminders and repeats. Work through them one at a time in the queue, or see them on a calendar.
Budget approved for Q1. Wants a security review before signing.
BrightloopCompanyRiya Anand · 2 comments · Pinned
Asked for two more seats on the pilot.
PilotDealPriya Shah · Oct 14
Prefers email to calls before noon.
Dana WhitfieldContactSam Patel · Oct 9
Notes
Call notes and context on any contact, company or deal. Comment on a note, @-mention a teammate and follow the record to hear about what changes.
Custom fields
Text, number, currency, date, select, teammate and more, arranged in groups. Formula and rollup fields compute on their own, and validation rules and conditional fields keep the data clean.
Contacts
Every lead from your forms, bookings, imports and sequences, with a lifecycle stage, lead status and lead score. Build lists and saved views, and keep the list clean with merge and undo.
Daily tools
Everything a rep touches every day. Without leaving the record.
Search, notifications, comments, history, restore and a layout for your phone, all inside the CRM.
Search everything
Press ⌘K anywhere and type a name, email, domain or phone number. Contacts, companies, deals and tasks come back in one list, with what you viewed recently and quick actions.
Notifications and a daily digest
Pick your topics and where they reach you: the bell, email, a Slack DM or a push to your phone. A daily digest rounds up the rest.
Budget approved for Q1. Legal wants a security review before signing.
Comments, mentions and following
Reply under any note or logged activity and @-mention a teammate to pull them in. Follow a record to hear about stage changes, notes, comments and assignments.
Amount$58,000$61,000Today
Priya ShahDashboard Undo
Close dateNov 14Nov 28Oct 20
Renewal reminderWorkflow
StageDemo bookedProposalOct 20
ClaudeMCP
Field history you can undo
Every field change is kept with who made it, when and from where: the dashboard, the API, MCP, an import, a workflow or an app. Undo one field without touching the rest.
Recently deleted
Deleted contacts, companies, deals, tasks and notes wait here until someone restores them. Nothing is purged automatically, and permanent delete is admin-only.
$42,000 · Jordan Miles
Phone-friendly, with push
Home, contacts, companies, deals, tasks, records, Inbox and meetings have phone layouts, with a swipeable deal board and a quick-action bar that logs the call when you tap to call. Push notifications reach you there too.
Set up by asking
Your AI assistant does the admin work.
Connect Claude or ChatGPT and describe how you sell. It builds the pipelines, stages and fields, changes settings and keeps your companies, contacts and deals current. Change anything later the same way.
Claude· Orbit connectedAdd a Renewals pipeline with a Renewal date field, and move every deal that is up for renewal into it.
get_crm_schemaRead your current setupcreate_pipelineRenewals: Upcoming, In review, Committed, Renewed, Churnedcreate_crm_fieldRenewal date and Seats on dealsupdate_deal38 deals moved to Renewals
AI on every record
Read a record in six sentences. Write the next email in one click.
Summaries and drafts use AI credits. A record that has not changed is summarized from cache at no cost.
Brightloop is evaluating the annual plan for 120 seats. Budget is approved for Q1 and legal wants a security review before signing. Dana Whitfield is the champion and Jordan Miles signs.
Key facts
Seats120
BudgetApproved for Q1
BlockerSecurity review
SignsJordan Miles
Next steps
- Send the security questionnaire
- Book the review with Jordan Miles
Summarize a record
Summarize a contact, company or deal in three to six sentences, each with a citation you can open. Key facts and suggested next steps come with it, and you can ask a question about the record.
Tone
Instruction
Follow up on the security review and offer two times this week.
Draft with AI
In the email composer, pick a tone, say what the email should do and let Orbit write it. Follow one of your templates when you want the draft to sound like your team.
Automation and teams
The pipeline moves when your leads do.
CRM workflows
Start a workflow from a form, a booking, a record created, a field changed, a deal won or lost, a task or call completed, a tag added or a schedule. Then let it open deals, update records, add tasks and log notes on its own.
Roles and record access
Admin, Editor and Viewer, plus custom roles with permissions per object. Each member sees their own records, their team's or all of them, and managers see their reports'. Require two-factor or SAML single sign-on for the workspace, and read every change in the audit log.
Unlimited seats
Every plan, no per-seat fees
100+ MCP tools
For Claude, ChatGPT and your agents
REST API
Every CRM object, scoped API keys
Analytics
Sales reports, goals and forecasts
FAQ
Frequently asked questions.
What the Orbit CRM does, what it costs, who sees what, and how to bring your data over.
Run your pipeline in Orbit.
Set it up in one conversation, then let your team and your agents work from the same records.
Unlimited seats · MCP access on every plan · Set up by your AI assistant