# Orbit

> Orbit is the sales CRM AI agents run on: the data layer for AI-powered sales. Contacts, companies, deals, pipelines, tasks and notes live in one CRM, with forms, booking pages and email and SMS sequences for inbound and outbound, and a built-in MCP server so Claude, ChatGPT and custom agents can read it, update it and set it up. Orbit was previously called OrbitForms and lives at orbitforms.ai.

## Product Overview

Orbit replaces the stack of form builder, scheduler, sequencing tool and CRM that most sales teams glue together. Inbound leads are captured by forms and booking pages, qualified by AI and turned into deals by workflows. Outbound runs from the same records through email and SMS sequences. Every record is available to AI agents over MCP, so an assistant can build the pipeline and keep deals, tasks and notes current.

## Key Features

### CRM
- **Contacts and companies**: One record per person and company; companies link to contacts by email domain
- **Deals and pipelines**: Multiple pipelines with custom stages, win probabilities, won and lost stages, lost reasons, kanban and list views
- **Tasks and notes**: On any contact, company or deal, with owners and due dates
- **Lifecycle, lead status and lead score**: Workspace-defined lifecycle stages on contacts and companies, an editable lead status, and a lead score built from fit and engagement rules
- **Custom, formula and rollup fields**: Text, select, currency, date, teammate and more on every object, in groups; formula and rollup fields; validation rules, unique values, conditional fields and dependent dropdowns
- **Views, lists, search and export**: Saved views with AND/OR filters, columns, inline edit and bulk actions on contacts, companies, deals and tasks; static lists; search everything with Cmd-K; CSV export with admin-controlled permissions
- **Tasks**: Call, Email, To-do and custom task types, reminders, repeating tasks, a one-at-a-time queue and a calendar view
- **Quotes and revenue**: Products, line items and quotes the customer accepts from a link; deal types, recurring amounts, renewal dates and auto-created renewal deals; multi-currency with exchange rates; deal splits and stage approvals
- **Pipeline rules**: Required fields by stage, no skipping or moving backwards, locked won and lost deals, forecast categories
- **Import, merge and history**: CSV and XLSX import of every object with undo, a HubSpot importer with full history, duplicate merging for contacts, companies and deals, restorable delete, and field change history with undo on every record
- **Collaboration**: Comments and @-mentions, following records, personal notifications with a daily digest, Slack DMs and push, and a team inbox with assignment
- **AI on records**: Summaries with citations, questions about a record, AI email drafts, meeting transcripts and AI notes from Fathom, Fireflies and Zoom
- **Analytics**: A sales dashboard (pipeline by stage, win rate, conversion, time in stage, activity by rep, lead response time, renewals and MRR) with drill-down and CSV, goals and a leaderboard, a forecast, ask-a-question reports in plain English, and form funnels, with pinnable dashboards
- **Admin**: Unlimited team members grouped into teams; custom roles with per-object permissions and record access; audit log with login history; required two-factor; SAML single sign-on

### AI Agents (MCP)
- **Built-in MCP server**: https://app.useorbitcrm.ai/api/mcp (the Claude Connectors Directory uses https://app.useorbitcrm.ai/api/mcp/claude)
- **100+ tools**: CRM setup, pipelines, saved views, teams, contacts, companies, deals, tasks, notes, forms, scheduling, sequences, workflows, dialer settings, call lists and outcomes, call scripts, transcripts and coaching feedback, and webhooks
- **Works with**: Claude, ChatGPT, Claude Code, Cursor, VS Code, Gemini CLI, Windsurf and custom agents
- **Secure by default**: OAuth sign-in, one team per connection, only the scopes the user approves; hosted assistants can never delete contacts, companies, deals, forms, submissions, meetings, sequences or workflows, and no tool places a phone call
- **Set up by asking**: An agent can create pipelines, fields, settings and saved views, and keeps companies, contacts and deals current as it works
- **REST API**: CRM endpoints, webhooks, OAuth apps and API keys (including a "CRM agent" preset)
- **Migration**: A built-in HubSpot importer (contacts, companies, deals, pipelines, custom properties and history, run from Settings → Integrations) and bulk import endpoints in the REST API for other CRMs

### Inbound
- **Lead capture forms**: Standard forms and conversational Flows, 20+ field types, conditional logic, file uploads, custom styling
- **AI lead qualification**: Classifies leads against your ideal customer profile with readable reasoning
- **Booking pages**: 1:1, group and round robin scheduling, and Lead Capture + Schedule (a qualifying form, then the calendar)

### Outbound
- **Sequences**: Multi-step email and SMS campaigns (SMS via Salesmsg) with call and task steps, A/B variants, recipient time zones and sending caps, that stop when a lead replies or books
- **Lists and enrichment**: Spreadsheet imports and Clay enrichment

### Automation
- **Workflows**: Triggered by form submissions, bookings, meeting outcomes, record created, field changed, deal stage changed, won or lost, task or call completed, tag added, added to list, lead score changed, or a daily, weekly or monthly schedule against a saved view
- **Actions**: Create and update deals and companies, link records, create and complete tasks, add notes, tag, add to lists, add products to deals, assign and rotate owners, qualify with AI, enroll in sequences, notify Slack, call webhooks, and send leads to HubSpot, Attio or Close

### Security & Compliance
- **GDPR Compliant**: Built with privacy in mind
- **Access control**: Custom roles, per-member record access, required two-factor, SAML single sign-on, and an audit log with login history
- **Data Encryption**: All data encrypted at rest and in transit
- **Spam protection**: reCAPTCHA and abuse detection on public forms

## Who Orbit Is For

- **Sales teams** running inbound and outbound who want AI agents working from the CRM
- **Startups** replacing a form builder, scheduler and CRM with one product
- **Marketing teams** capturing and qualifying leads
- **Agencies** running client intake and a pipeline per client

## Pricing

Orbit has two plans, Core and Enterprise. There is no free plan, no free trial and no self-serve signup: pricing is quoted on a demo (https://useorbitcrm.ai/demo) and depends on volume (form responses, sequence sends and AI credits), not on seats or connected agents. Both plans include the full CRM, the MCP server for AI agents and unlimited team members.

### Core Plan
- Full CRM: contacts, companies, deals, pipelines
- MCP server for AI agents (100+ tools)
- Unlimited team members
- Forms and conversational Flows
- Booking pages with lead capture
- Group and round robin scheduling
- AI lead qualification
- Email and SMS sequences
- Power dialer
- Visual workflow builder
- Sales analytics, goals and forecast
- 20+ native integrations, including Slack, Instantly and Zapier
- Custom domains
- Roles, record access and audit log
- REST API and webhooks
- Priority support

### Enterprise Plan
- Everything in Core, plus:
- Custom limits for responses, sends and AI credits
- Dedicated onboarding and CRM migration
- Security review and DPA
- Custom contracts and invoicing

## Resources

- AI Info (structured data for LLMs): https://useorbitcrm.ai/ai-info
- Marketing Site: https://useorbitcrm.ai
- Pricing: https://useorbitcrm.ai/pricing
- Book a demo: https://useorbitcrm.ai/demo
- Features: https://useorbitcrm.ai/features
- CRM: https://useorbitcrm.ai/features/crm
- Companies: https://useorbitcrm.ai/features/companies
- Deals and pipelines: https://useorbitcrm.ai/features/deals
- Contacts: https://useorbitcrm.ai/features/contacts
- Analytics (sales dashboard, goals, forecast): https://useorbitcrm.ai/features/analytics
- Dialer: https://useorbitcrm.ai/features/dialer
- MCP server: https://useorbitcrm.ai/features/mcp
- Comparisons (Orbit vs. Typeform, Jotform, Tally, Google Forms, Formstack, Doodle, Calendly): https://useorbitcrm.ai/compare
- Form Templates: https://useorbitcrm.ai/templates
- Solutions by Team (marketing, sales, HR, agencies, startups): https://useorbitcrm.ai/for
- Integrations Directory: https://useorbitcrm.ai/integrations
- MCP Documentation: https://docs.useorbitcrm.ai/mcp/overview
- MCP Tool Reference: https://docs.useorbitcrm.ai/mcp/tools
- Build Your CRM with AI: https://docs.useorbitcrm.ai/mcp/build-your-crm
- Migrating from another CRM: https://docs.useorbitcrm.ai/developers/migrating-from-another-crm
- CRM API: https://docs.useorbitcrm.ai/developers/api/crm
- Documentation: https://docs.useorbitcrm.ai/guides/overview
- Developer API: https://docs.useorbitcrm.ai/developers/overview
- Blog: https://useorbitcrm.ai/blog
- Support: https://docs.useorbitcrm.ai/support/help-center

## Company

Orbit started as OrbitForms, a lead capture and scheduling product. Customers kept asking for one place where the lead, the meeting and the deal live, and for their AI assistants to work there too. Orbit is now a sales CRM built for AI agents, for teams that sell inbound and outbound.

## Contact

- Website: https://useorbitcrm.ai
- Support: https://docs.useorbitcrm.ai/support/contact

---

For the most up-to-date information, please visit our website at https://useorbitcrm.ai