Use cases

Different orbits for different teams.

Orbit configures itself around how you work. Here are some popular constellations to get you started — change anything, anytime.

Agencies & studios

Pitch, win, deliver — without losing the thread.

Spin up a workspace per client. Pitch with branded proposals, sign with HelloSign, invoice from Stripe. Pipe Fathom call recordings straight onto contact cards.

PipelineProposalsInvoicesTasksWorkspacesBrand Templates

Communities & DAOs

Turn members into contributors.

Onboard members through quests. Power your Discord/site chatbot from your knowledge base. Segment and email contributors by activity, not guesswork.

ContactsQuestsTeam ChatKnowledge BaseEmail CampaignsOrbit Beam

Coaches & solo operators

Look enterprise. Stay solo.

Capture leads from your site, follow up automatically, run focus mode every morning. Your AI Operator handles the busywork while you stay on the calls.

PipelineGoalsFocusAI OperatorFollow-upsEmail Campaigns

Sales teams

Forecast you can trust.

Webhook leads in, AI scores them, owners get a task, follow-ups auto-queue. Ask Insights 'what's slipping this quarter?' in plain English.

PipelineContactsAI InsightsAutomationsTasksVoice

Service businesses

Quote, deliver, get paid.

Quote with branded proposals. Sign and invoice in one motion. Knowledge base keeps your delivery playbook one click away.

PipelineProposalsContractsInvoicesTasksKnowledge Base

SaaS startups

Lead capture to renewal, in one orbit.

Drop the Beam chatbot on your marketing site. Every lead lands in Pipeline, gets a welcome sequence, and a Slack-style notification to the AE on call.

Orbit BeamContactsPipelineEmail CampaignsAutomationsAI Insights

Yours will be different. That's the point.

The Launch Wizard takes you through it in a few minutes.