Deals

Every deal, on a boardyou designed.

Deals with an amount, owner and close date, moving through the pipelines and stages you set. Open, weighted and won totals at the top, stage history on every deal, quotes and renewals built in, and a flag when one stops moving.

Book a demoSee the full CRM
As many pipelines as you need · Included in the CRM on every plan

The board

See the whole pipeline at a glance.

Stage totals, weighted value and stale deals on one screen. Drag a card to move it, or open it to see everything about the deal.

New business Open $254k · Weighted $124k · Won $96k
My dealsTeam: AEs Board List
Qualified10%

$54k

Annual plan

Brightloop

$24,000RA
Pilot

Northwind

$30,000PS
Demo booked25%

$51k

Platform rolloutStale

Acme Co

$42,000RA
Starter seats

Lumen Studio

$9,600SK
Proposal60%

$61k

Rollout, phase 1

Vertex Labs

$61,000PS
Negotiation80%

$88k

Enterprise renewal

Halcyon

$88,000SK

Capabilities

Built the way you sell. Changed whenever you want.

Pipelines, stages, probabilities, lost reasons and stale rules are all yours to set, in the app or by asking your AI assistant.

New businessRenewalsPartners
Qualified10%
Demo booked25%
Proposal60%
Negotiation80%
OutcomesWon · 100%Lost · 0%

Pipelines you design

As many pipelines as you sell through, each with its own stages, win probabilities and won or lost outcomes.

New business Board List

Open

$254k

Weighted

$124k

Won

$96k

Search Saved viewOwnerTeam
Annual planBrightloopQualified RA
Rollout, phase 1Vertex LabsProposal RA

Board or list

Drag deals across the board, or work the list: saved views with AND/OR filters, the columns you choose, inline edits, bulk edit and export.

Platform rolloutAcme Co$42,000
JMJordan MilesDecision makerPrimary
ATAna TorresChampion
MLMarcus LeeTechnical evaluator
Acme Co, primary · Harborline, partner

Contacts and companies

A deal links to its contacts and to several companies, one of them primary, with a relationship label on each, so the whole buying group is one click away.

Enterprise renewal 41 days open
NegotiationSam Patel · Today12 days
ProposalWorkflow or API · Oct 2019 days · 2 entries
Demo bookedSam Patel · Oct 1210 days
Amount $80,000 → $88,000 · Sam PatelUndo

Time in stage

See how long a deal spent in each stage, re-entries added up, and days to close once it is won. Stage history records who moved it and when, and every field change is kept with undo.

Mark as lostPilot · NorthwindReason required
Budget
Went with a competitor
No decision
Timing
Your list, edited in settings Mark lost

Lost reasons

Learn why deals slip away. Pick from your own list of reasons when a deal is marked lost, and require one if you want the data.

Stale deals 2 stale
Platform rolloutDemo booked · 34 daysStale
PilotQualified · 41 daysStale
Starter seatsDemo booked · 3 daysMoving
Flag after30 days

Stale deals

Open deals that stop moving get flagged on the board, so nothing sits in Proposal for a quarter unnoticed.

Rules and revenue

Rules for every stage. Revenue you can report on.

Required fields, approvals and splits keep the pipeline honest. Products, quotes, renewals, currencies and forecast categories make the numbers worth reporting.

Move to ProposalRollout, phase 1 · Vertex Labs1 field required
Expected closeNov 28
Amount$61,000
Decision makerChoose a contact
Stages in order · Won and lost lockedMove deal

Rules for moving deals

Require fields by stage, stop deals skipping stages or moving backwards, and lock won and lost deals. When a move needs something, one dialog asks for it and moves the deal in a single step.

Move to NegotiationApproval pending
DWDana WhitfieldApprover · valid 30 days

Deal split

SPSam Patel60%
PSPriya Shah40%
Resets if amount, currency, pipeline or owner changes

Approvals and splits

A stage can require an approval, which expires after 30 days and resets when the amount, currency, pipeline or owner changes. Split credit across reps by percentage, counted in win rate and revenue goals.

Quote · Rollout, phase 1Accepted
Platform seats × 40$48,000
Onboarding$8,000
Priority support · 12 months$5,000
Total · deal amount follows$61,000
Accepted by Jordan Miles · Oct 28 Stripe link

Products, line items and quotes

Keep a product library, add line items the deal amount can follow, and send a quote as a link the customer accepts on the page, with an optional Stripe payment link.

New businessExpansionRenewal
Recurring amount$88,000 / year
Renewal dateNov 1, 2027
Create the next renewal deal
Renewals due, MRR and ARR on the Sales dashboard

Renewals and recurring revenue

Mark a deal as new business, expansion or renewal, with a recurring amount and a renewal date. Orbit can create the next renewal deal for you and shows MRR and ARR on the Sales dashboard.

CurrenciesHome · USD
EUR1 EUR = 1.08 USDFeed
GBP1 GBP = 1.27 USDFeed
CAD1 CAD = 0.73 USDManual
€40,000 won as $43,200 · rate frozen at close

Multi-currency

Sell in the currencies your workspace uses, with manual or feed exchange rates. The home-currency amount is frozen at close, and boards, totals, reports and forecasts all use it.

ForecastQ4 · New business
Pipeline$105k
Best case$61k
Commit$88k
Closed$96k
Rollout, phase 1 · stage says Best caseCommit

Forecast category

Every deal sits in pipeline, best case, commit, closed or omitted, from your stage mapping or a per-deal override, and rolls up into the forecast in Analytics.

The deal record

Know how every deal got here.

Amount, expected close, owner, company and the people involved at the top. Stage history below, with who moved it and when, plus the notes and tasks your team and your agents add along the way.

  • Custom fields, tags and a forecast category on every deal
  • Field history with undo, stage history with who and when
  • Clone a deal to start the next one
  • Choose what deal cards and the list show
  • Notes and tasks on every deal
Rollout, phase 1Vertex Labs · Priya Shah$61,000Close Nov 28
Proposal · 60%Forecast: Commit Partner-sourced

Contacts

  • JMJordan MilesCOOPrimary
  • ATAna TorresHead of Ops

Stage history

  1. Demo booked → ProposalToday · Priya Shah
  2. Qualified → Demo bookedOct 14 · Priya Shah
  3. Created in QualifiedOct 9 · Workflow or API

Automation and agents

Deals that open themselves. Follow-ups that never slip.

Demo request to deal Published
Form submittedDemo request · qualified leadsWhen
Create dealNew business · QualifiedThen
Skip contacts with an open deal
Rotate ownerRound robin across the AE teamThen
Also starts on: stage changed, deal won or lost, field changed, schedule

Deal workflows

Open a deal when a qualified lead submits a form or books a meeting. Workflows also start when a deal changes stage, is won or lost, a field changes or on a schedule, and can update the deal, add a product or rotate the owner.

Claude· Orbit connected

Which deals in Proposal have gone quiet? Give each owner a follow-up task.

  1. list_deals7 deals in Proposal, 3 of them stale
  2. get_dealLast activity and contacts for each
  3. create_taskFollow-up tasks for each deal owner, due Friday
  4. create_noteNext steps logged on each deal

Private pipelines

Limit one to specific teams and people

100+ MCP tools

For Claude, ChatGPT and your agents

REST API

Deals and pipelines, scoped API keys

Unlimited seats

Every plan, no per-seat fees

FAQ

Frequently asked questions.

Pipelines, totals, quotes, currencies, automation and moving your deals over.

Put your pipeline on one board.

Rebuild your pipelines in one conversation, then let your reps, your workflows and your agents move the deals.

Book a demoCompare plans

Unlimited seats · MCP access on every plan · Set up by your AI assistant