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.
- 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
- Unlimited team members on every plan
01
One tool, every client
Every plan includes unlimited team members and removes Orbit branding, so client-facing forms look like the client built them. Per-form custom CSS and custom domains finish the white-label story.
02
Your own pipeline, not a spreadsheet
Inquiries land as contacts and companies, qualified leads become deals in your new-business pipeline, and proposals, follow-ups and notes live on the record. Connect your AI assistant and it can set the pipeline up for you.
03
Reportable value
Real-time analytics with UTM, geo, and device breakdowns let you show conversion lift quarter-over-quarter. A/B testing proves the changes you ship are actually working.
Templates
Templates to start from
Client lead capture
Project intake
Ready to try Orbit?
Book a demo and see Orbit on your own pipeline.
Unlimited seats · MCP access on every plan · Set up by your AI assistant