Use cases

Built for the wayyour team works.

Audience-specific guides for the teams that get the most out of Orbit. Pick yours to see the exact workflow, templates, and features that matter.

Marketing teamsMarketing teams
Branded forms and conversational Flows that match your campaign creative
AI qualification that sends hot leads to sales and the rest to nurture
UTM and Cometly attribution on every contact
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The CRM and lead capture engine for marketing teams

Capture the lead, qualify it with AI and hand sales a contact and a deal in the same system, with the campaign that sourced it attached. No sync lag and no leads lost between tools.

Sales teamsSales teams
AI qualification and routing the moment a lead submits
Booking pages with round robin. No separate Calendly tab.
Pipelines, deals, tasks and notes on every account
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The sales CRM your team and your AI agents share

Inbound demo requests, outbound sequences, meetings and deals in one CRM. Orbit qualifies every lead, books the meeting with the right rep, and lets Claude, ChatGPT or your own agents work the pipeline alongside you.

HR teamsHR teams
Conditional logic for applications, surveys, and time-off flows
Secure file uploads (resumes, IDs) with scoped access
Slack and email notifications routed by manager or department
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The form builder for HR and people teams

From candidate intake to engagement surveys, Orbit gives HR teams forms that look on-brand, route to the right person, and keep sensitive data secure. Without IT tickets.

AgenciesAgencies
White-labeled forms. Your client's brand, not Orbit's.
Custom domains for client-facing form URLs
A new-business pipeline with deals, tasks and notes
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Client intake and a sales CRM for agencies

Run new business and client lead capture from one workspace. White-label the forms, qualify inquiries with AI, and track every prospect from first brief to signed retainer in your own pipeline.

Startup foundersStartup founders
Unlimited team members and MCP access on every plan
The full CRM and unlimited seats on every plan
AI qualification when lead volume justifies it
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The sales CRM for startups

Start with a CRM your AI assistant sets up in one conversation. AI qualification, sequences and more are included, so you grow without re-platforming.

Put Orbit to work for your team.

Book a demo and see your AI assistant set up the pipeline, forms and booking pages your team needs.

Book a demoCompare plans

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