Orbit CRM
A fast, beautiful CRM you'll actually want to use.
Orbit replaces spreadsheets and overpriced enterprise tools with an AI-native CRM designed for modern startups and small teams. Set up in minutes. Priced for growth.
Features
Everything you need.
Nothing you don't.
Powerful capabilities, thoughtfully designed for teams that value clarity over complexity.
Contacts & Deals
One record for every relationship
Stop digging through spreadsheets and scattered updates. Every contact, company, and deal lives in one unified profile with complete context - interactions, deal history, and next steps all in a single view.
- Rich contact profiles with timeline
- Company records with deal context
- Deal timeline and activity history
Pipeline
See your pipeline at a glance
Drag, drop, and manage deals through every stage. A visual sales process your team will actually use - clean, fast, and designed for momentum.
- Lead, Qualified, Proposal, and Won stages
- Deal value and status tracking
- Win rates and progress visibility
Notes & Files
Centralized notes and documents
Keep all communication history and context in one place. Add rich client notes, upload files up to 10MB (images, PDFs, documents, audio/video), and download them securely with private expiring links.
- Rich-text notes with timeline
- Supports any file type up to 10MB
- Cloudinary secure expiring downloads
Based on your current velocity, Q3 revenue is forecasted at ₹42.8 lakhs - an 18% increase over Q2.
AI Assistant
Answers, insights, and outreach - just ask.
Orbit's AI helps you work faster with context-aware drafts and plain-English workspace search. Draft follow-ups, email copy, or notes, and surface the right companies, leads, tasks, and notes without clicking through menus.
- Natural language queries
- Outreach templates for follow-ups and notes
- Contextual search across the workspace
Analytics
See what's working. Fix what isn't.
Real-time dashboards give every team member the metrics they need. From individual performance to company-wide trends - clarity without the complexity of enterprise reporting tools.
- Workspace dashboards
- Revenue forecasting
- Workspace activity logs
Use Cases
Built for how you actually work
Orbit is designed around the real workflows of modern teams - no training manuals required.
“I went from scattered spreadsheets to organized deals in an afternoon. Orbit didn't demand a tutorial - it just made sense.”
“My team evaluated six CRMs. Orbit was the only one they asked to keep. We saw value in five minutes, not five days.”
“I manage clients on the move. Orbit's mobile experience means I'm never scrambling through emails to find context.”
Artificial Intelligence
An assistant that knows your workspace
Ask questions in plain English. Get context-aware drafts and workspace search instantly - without interrupting your flow.
What's my Q3 revenue forecast based on current pipeline?
Based on your pipeline velocity and historical close rates, projected Q3 revenue is ₹42.8 lakhs - an 18% increase over Q2.
Which deals are at risk?
3 deals totaling ₹18.5 lakhs haven't had activity in 14+ days. Would you like me to draft follow-up emails?
Security & Reliability
Enterprise-grade trust
Built for teams that take data protection seriously. Your information is isolated, encrypted, and always under your control.
Every workspace is fully isolated with dedicated data boundaries, encrypted at rest and in transit.
Granular permissions ensure team members see only what they need. Owner and Member roles keep access simple and secure.
Track CRM resource activity in a centralized feed so your team can review updates, changes, and collaboration history.
Bulk upload records with CSV import and move data out cleanly with CSV exports when you need portable reporting.