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.
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.
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.
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.
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.
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 Insights tells you what's working.
Use Case - a 200-member community
When nobody can see who's actually contributing.
The problem
Members were making introductions, closing partnerships, shipping work and holding meetings - but none of it was visible. Contribution lived in DMs and private calls, reporting relied on whoever wrote the loudest update, and value distribution drifted away from the people doing the work.
The fix
Every member now runs a five-minute Orbit Sync. A simple voice note intake asks intelligent questions tailored to their goals, objectives, KPIs, tasks, quests, relationships and contracts. Orbit extracts the contributions, opportunities, new relationships and open loops, the member approves them, and the CRM updates itself.
- Full visibility of who contributed what, each cycle.
- Contribution scores that make value distribution defensible.
- Opportunities and intros surfaced instead of lost in DMs.
- Community-wide reports written without chasing anyone.
Yours will be different. That's the point.
The Launch Wizard takes you through it in a few minutes.