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.
We sell annual plans: SDRs book demos, AEs close. Set Orbit up for that and bring over our HubSpot export.
get_crm_schemaRead your workspacecreate_pipelineNew business · 6 stagescreate_crm_fieldContract value, Seats, Renewal date, Sourcecreate_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.
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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.
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.
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.
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
Sarah Chen
VP Marketing · TechFlow Inc
“VP-level at a $8M SaaS company actively looking for solutions.”
→ Immediate SDR outreachAI 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.
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.
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.
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
Quick intro + value prop
Case study follow-up
Quick check-in text
Social proof + CTA
Final nudge
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.
get_crm_schemacreate_dealupdate_dealcreate_taskbook_meetingenroll_contacts_in_sequenceBuilt 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.
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.
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.
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.
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.
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.
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.
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