Every account,with its people and deals.
Company records that link your contacts by email domain, add up the open deals, and keep the notes and tasks for the whole account in one place. Your team and your AI agents work from the same record.
Company records
The whole account on one page.
Who you know there, what they are worth, and what happened last, without stitching it together from each contact.
- Domain
- brightloop.io
- Industry
- Software
- Employees
- 120
- Annual revenue
- $14M
- Location
- Austin, TX
- Owner
- Riya Anand
About
- DWDana WhitfieldHead of Revenue
- MLMarcus LeeRevOps Manager
- PSPriya ShahVP Sales
Deals · 2
- Annual planDiscovery$24,000
- Second team expansionProposal$12,000
Budget for the annual plan is approved for Q1. Dana wants a security review before signing.
Riya Anand · Pinned
Capabilities
Accounts that fill themselves in. Then stay useful.
Imported and new contacts land on the right company, and one click links anyone already in Orbit with a matching email domain, so the account view is ready when you need it.
Linked by email domain
Contacts you add, import or create through the API join the company whose domain matches their email.
Created from your contacts
When a contact you add or import names a company you do not have yet, Orbit creates it and links them. Turn it off if you would rather add companies yourself.
Open deal value
Every company shows what its open deals are worth, and its record lists every deal for the account with stage and amount.
Budget approved for Q1. Dana wants a security review before signing.
Pinned · Riya Anand
Notes and tasks
Account notes and follow-ups stay with the company, not with the one contact who might move on.
- Industry
- Software
- Employees
- 120
- Annual revenue
- $14M
- Phone
- +1 512 555 0142
- Location
- Austin, TX
- Support tierSelect
- Growth
- Signed DPAYes/no
- Yes
- Renewal dateDate
- Mar 1
Firmographics and custom fields
Industry, employees, annual revenue, phone and location on every record, plus the fields your process needs.
Owners and teams
Give each account an owner and narrow the list to your companies or to one team.
Bring your accounts over
Hand your export to your AI assistant.
Connect Claude or ChatGPT to Orbit and give it the account export from your old CRM. It creates the companies, links the contacts you already have and carries the notes across. Your agents keep the records up to date the same way.
Claude· Orbit connectedHere is our company export. Add the accounts and link everyone we already have in Orbit.
list_companiesChecked which accounts already existcreate_company212 companies with industry and sizeupdate_contact640 contacts linked to their companycreate_noteAccount notes carried over
Auto-linked contacts
By matching email domain
100+ MCP tools
For Claude, ChatGPT and your agents
REST API
Companies endpoints, scoped API keys
Unlimited seats
Every plan, no per-seat fees
FAQ
Frequently asked questions.
How company records fill in, what they hold, and how to bring yours over.
See every account in one place.
Bring your companies over in one conversation, then let your team and your agents work from the same records.
Unlimited seats · MCP access on every plan · Set up by your AI assistant