21 planets · one orbit
One CRM. One rhythm. Every relationship.
21 planets - pipeline, contacts, proposals, invoices, email, events, knowledge, AI operator, relationship intelligence and more - all working together, all shaped around how your team already runs. Turn planets on and off in your Launch Wizard and pay only for what you use.
Orbit View for contacts
See a relationship, not a row.
Every contact sits at the centre of their own solar system. Rings show the people, companies, deals, tasks, emails, meetings and notes gravitating around them - sized by importance, coloured by health, positioned by recency.
- ● Spot warm intros and shared connections at a glance.
- ● Health halo tells you who's cooling off before it hurts.
- ● One click drills into any orbit - deal, task, thread, meeting.
- ● The whole history of the relationship, no timeline scroll.
The benefit: relationship context in seconds, not minutes - so every call, email and follow-up lands with intent.
Just launched
New in this orbit
A fresh wave across relationship intelligence, meetings, events, invoicing and AI - all live inside your Orbit.
Orbit Sync
A 3-10 minute AI voice or typed intake that asks intelligent questions about your goals, KPIs, tasks, quests, relationships and contracts - then writes the CRM updates and the report for you.
Contribution tracking
Every win, intro, deal and piece of work logged and scored, so contribution is visible across the whole team - not just to whoever shouted loudest.
Goals, KPIs & OKRs
Auto-tracked goals wired to live CRM metrics, objectives with measurable key results, and pace scoring that shows who's ahead or behind.
Relationship Intelligence
Health scores, warm-intro paths, shared connections, communication frequency and risk alerts on anyone cooling off.
AI Voice Capture
Speak a meeting note. Orbit transcribes, extracts tasks, updates the CRM and drafts the follow-up email.
Meeting Intelligence
Upload or record a call. Get transcript, summary, action items and CRM updates auto-linked to the contact.
AI Enrichment 2.0
One-click enrich pulls role, company, industry, socials, GitHub, recent news and investment focus - with suggested tags.
Events Platform
Public event pages, registration forms with multi-choice questions, reminders and CRM sync - every attendee becomes a contact.
Tasks & Follow-ups
Every task lives on the right contact, deal or workspace - with due dates, priorities and AI-suggested next steps.
Knowledge Base
Docs, playbooks and product data - piped straight into Orbit Beam and your AI assistants so answers stay on-brand.
Invoices & Payments
Branded invoices, Stripe checkout links, auto-chase reminders and status sync back to the deal.
Email Campaigns
Segment, design and send from your own domain. Track opens, replies and pipeline lift per campaign.
Insights & Forecasting
Custom KPI builder, saved dashboards, richer visualisations and AI forecasts on pipeline and revenue.
Customize your CRM
Custom contact types, products & services, extra native fields, tags and lead sources - bend Orbit to your business.
AI Studio & Prompt Library
Prospect Search, ICP Builder, Outbound Writer, Content Studio plus a shared prompt library and agent templates.
sales
Sales
Pipeline
Move every deal forward
Drag-and-drop sales pipeline with deal values, accurate forecasting, and bulk email - template, custom, or AI-generated.
Plays with
Contacts
Your relationship universe
Rich profiles, tags, custom fields, lead capture, and a public webhook so anything can populate your CRM.
Plays with
Follow-ups
Never lose momentum
Auto-queued reminders so no warm lead ever goes cold.
productivity
Productivity
Tasks
Get things done
Statuses, assignees, due dates. Push and sync with Asana and Trello automatically.
Plays with
Goals
Aim higher, together
Track progress on the outcomes that matter, not just the activity.
Focus
Deep work, surfaced
A daily mode that hides everything except what matters most right now.
Automations
Set it, forget it
Trigger-based flows. Webhook in → contact created → owner assigned → email sent → task scheduled. All without code.
Plays with
ai
AI
AI Operator
Your CRM, by conversation
Talk to Orbit like a personal assistant. Tell it to add a contact, update a task, log a deal, schedule a follow-up - by text, voice note, file upload or contact card. The Operator does the work for you so you never click through forms again.
Plays with
AI Insights
Talk to your data
Ask questions in plain English. Get dashboards, summaries, and recommendations grounded in your real CRM data.
Knowledge Base
Your org brain
Searchable, AI-indexed knowledge that powers Insights, the Operator, and your website chatbot.
Plays with
Voice
Speak, don't type
Voice transcription on every text input - capture notes, create tasks, log call outcomes by speaking.
Plays with
Relationship Intelligence
Know who to call today
Live scoring, warm-intro paths, risk signals and AI summaries across every contact - powered by your email, calendar and meeting activity.
team
Team
Team Chat
Talk inside the app
Built-in messaging so your team never leaves Orbit.
Workspaces
Sub-projects, organised
Spin up isolated workspaces for departments, clients, or projects - each with their own context.
Quests
Gamify contribution
Turn workflows into quests. Perfect for communities, DAOs, and contributor programmes.
money
Money
Proposals
Close, beautifully
AI-generated, branded, shareable proposals with view-tracking baked in.
Plays with
Invoices
Get paid faster
Send branded invoices with automated reminders. Stripe-ready.
Plays with
Contracts
Sign and seal
HelloSign-powered contracts attached to deals and contacts.
Plays with
reach
Reach
Orbit Beam
AI chat for your website
An embeddable AI chat widget that answers visitors using your knowledge base and pipes every lead straight into your pipeline.
Plays with
Email Campaigns
Reach the whole crew
Send via Mailchimp or Resend, with templates, segments, and AI-drafted copy.
Plays with
Brand Templates
On-brand, every time
Reusable branded assets so every email, proposal and document feels like you.
Pick your orbit.
Start with the planets you need. Add more anytime - the wizard makes it a click.