NewConnect your AI to Orbit

The sales CRMyour AI agents run on.

Orbit is the data layer for AI-powered sales: every contact, company, deal and meeting in one CRM that Claude, ChatGPT and your own agents can read, update and run. Capture inbound, work outbound, and set the whole thing up by asking.

Unlimited seats · MCP access on every plan · Set up by your AI assistant
Works withClaudeChatGPTCursorSlackGoogle CalendarZoomZapier
ClaudeOrbit MCP connected

We sell annual plans: SDRs book demos, AEs close. Set Orbit up for that and bring over our HubSpot export.

  1. get_crm_schemaRead your workspace
  2. create_pipelineNew business · 6 stages
  3. create_crm_fieldContract value, Seats, Renewal date, Source
  4. create_company · create_contact · create_dealImported and linked

Done. Your open deals are in the right stages, and I added a follow-up task on the six that went quiet.

New businessOpen $243k · Weighted $118k
Demo booked2
Brightloop
$24,000
InboundRA
Northwind
$18,500
OutboundPS
Discovery2
Acme Co
$42,000
InboundRA
Lumen Studio
$9,600
OutboundSK

Trusted by

AdStellar AISight AICometlyHenryHaloAdStellar AISight AICometlyHenryHaloAdStellar AISight AICometlyHenryHalo

How it works

Your AI sets it up, fills it and works it

Orbit is one CRM for inbound and outbound with an MCP server built in. Connect your assistant once and it can build the pipeline, bring your data over and keep every record current, while your team works from the same records.

Set up our pipeline and import the HubSpot export
Claude · Orbit MCPJust now
New business pipeline 6 stages
Custom fields on deals 4 added
Companies and contacts Imported
Open deals In their stages

Build it by asking. Connect your AI assistant and describe how you sell. It creates your pipelines, stages and custom fields, then brings companies, contacts and deals over from your old CRM. Setup takes a conversation, not a quarter.

Only book calls with B2B teams over 50 people
Maya Torres · BrightloopTimeline
Outbound sequenceReplied to step 2Outbound
Request a demo formAI qualified: high intentInbound
Meeting bookedThu 1:00 PM
Deal createdDemo booked · $24k

Fill it from inbound and outbound. Forms and booking pages capture inbound leads, AI qualifies them and workflows open the deal. Outbound runs from the same records: import lists, enrich with Clay and send email and SMS sequences that stop when someone replies or books.

Which deals over $20k went quiet? Add a follow-up task for each owner.
No activity in 14 days3 deals
Acme Co$42,000 · Ryan Task added
Vertex Labs$61,000 · Priya Task added
Halcyon$88,000 · Sam Task added

Let your agents work it. Claude, ChatGPT, a coding agent or your own AI SDR reads and updates the same pipeline your team works in, through 100+ MCP tools and a REST API. Every call is limited to the team and permissions you approve.

The platform

One CRM for every motion, inbound and outbound

SC

Sarah Chen

VP Marketing · TechFlow Inc

$8M ARRB2B SaaS
AI SDR Agent
Checking ICP fit
Evaluating intent signals
Researching company
High-Intent ICP Match

“VP-level at a $8M SaaS company actively looking for solutions.”

→ Immediate SDR outreach

AI qualification

Every inbound lead classified against your ideal customer profile the moment it lands, with reasoning you can read and the next step lined up.

New businessWeighted $118k
Discovery$51k
Acme Co
$42,000RA
Lumen Studio
$9,600SK
Proposal$61k
Vertex Labs
$61,000PS
Won$36k
Northwind
$36,000RA
Acme Co · Next step Send proposal · Fri

Pipeline, deals & companies

Pipelines with your stages and win probabilities, deals with amounts and owners, companies linked to their people, and tasks and notes on every record. Add custom fields wherever you need them.

August 2026 Google Meet · 30 min
SMTWTFS
12345678910111213141516171819202122232425262728293031
Thu 27 · 1:00 PM Booked

Booking pages

Leads book from a form, your site or a shared link. Google Calendar sync, Zoom and Meet links, round robin and group meetings.

Inbound demo request Live
Form submittedTrigger · Request a demo Fired
ClayEnrich company + role Done
AI qualificationCheck against your ICP High intent
OrbitCreate dealNew business · Demo booked Created
SlackPost to #sales-leads Queued

Workflows

A visual builder that runs on every submission, booking or stage change: enrich with Clay, qualify with AI, create the deal and task, notify Slack. Branching and delays included.

Outbound Introduction

5 steps · 8 day campaign

Active
EmailDay 0

Quick intro + value prop

62% openedSent
Wait 2 days
EmailDay 2

Case study follow-up

45% openedSent
Wait 2 days
SMSDay 4

Quick check-in text

94% deliveredSent
Wait 2 days
EmailDay 6

Social proof + CTA

Scheduled
Wait 2 days
SMSDay 8

Final nudge

Scheduled
142 enrolled284 emails · 96 texts53.5% avg. open rate

Outbound sequences

Email and SMS campaigns from your own address and number, sent to imported lists or enrolled by a workflow or an agent. Per-step tracking, and they stop the moment a lead replies or books.

Orbit MCP server100+ tools
ClaudeChatGPTCursorVS CodeGemini CLI+ your own agents
get_crm_schemacreate_dealupdate_dealcreate_taskbook_meetingenroll_contacts_in_sequence

Built for AI agents

An MCP server with 100+ tools for Claude, ChatGPT, Cursor and your own agents, plus a REST API and webhooks. Sign in with OAuth and approve exactly what each agent can read and write.

Inbound that books itself

Forms and conversational Flows that qualify as they ask, then show your calendar only to the leads you want. The contact and meeting land in Orbit the moment they book, and a workflow opens the deal.

Ryan Allen

Ryan Allen

Vertex Labs

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Why Orbit

What changes when your CRM is built for agents

Less setup, less copying between tools, and AI that works from the same records your team does.

Add a Renewals pipeline and a Renewal date field on deals.

Renewals pipeline · 5 stages
Renewal date field on deals
38 deals moved to Renewals

Set up in one conversation

Describe your sales process and your assistant builds the pipelines, fields and settings, then moves your old CRM over. No implementation project.

Brightloopbrightloop.io
People4 contacts
Open deals$24,000 · Demo booked
Last touchReplied to outbound step 2
Next stepDiscovery call · Thu

One record per relationship

Form answers, meetings, sequence replies, deals, tasks and notes sit on the same contact and company, whether they came to you or you reached out.

Claude wants accessAcme team
Contacts and companiesRead & write
Deals and pipelinesRead & write
SequencesRead only
Delete contacts or dealsNever

Agents with guardrails

Agents sign in with OAuth to one team and only the permissions you approve. Tools that send email or book meetings are flagged so your assistant asks first.

Demo follow-upSarah Chen
Day 0 · EmailQuick intro + value propOpened
Day 2 · SMSStill interested in a demo?Replied
Day 4 · EmailCase study follow-upStopped

Sequences that know when to stop

Email and SMS follow-ups pause the moment someone replies or books, so nobody gets a nudge after they said yes.

Revenue team
Team membersUnlimited
Connected agents3
Per-seat fees$0

No per-seat bill

Every plan includes the full CRM and unlimited team members, so adding a rep, a manager or another agent never changes the price.

#salesNew high-intent lead: Sarah Chen, Acme
CalendarDemo with Acme · Thu 1:00 PM
HubSpotContact sent · Sarah Chen

Works with the rest of your stack

Not ready to switch? Send leads to HubSpot, Attio or Close while you move over, with Slack alerts, calendar invites, Zapier and webhooks alongside.

Customer stories

Built for teams that sell

See how revenue teams use Orbit to capture, qualify, book and close more of the right deals.

Orbit replaced four tools for us. Forms, scheduler, AI qualification, and outbound, all in one place. Our SDR team books 3x more meetings.

Michael Andolina

Co-founder, RePitch AI

Finally a form builder that just works. Clean, fast, and the integrations save me hours every week.

Kevin Cerula

Digital Marketer

We switched from Typeform and haven't looked back. Better forms, better conversions, better everything.

Christian Devaul

Founder, Volt Digital

Give your agents a CRM to sell from.

Join 1,000+ revenue teams running inbound and outbound on Orbit. Connect your AI assistant and it sets up the rest.

Unlimited seats · MCP access on every plan · Set up by your AI assistant