A sales CRMyour agents can run.
Pipelines, deals, companies, tasks and notes in one CRM that your forms and booking pages fill as leads arrive, and that Claude, ChatGPT or your own agents can set up and work for you.
Pipelines
Pipelines that match how you sell.
Build as many pipelines as you need, with your own stages, win probabilities and won or lost outcomes. Work the board, or switch to a list and change stages inline.
Everything in one place
One record per relationship. Inbound or outbound.
Form answers, meetings, sequence replies, deals, tasks and notes on the same contact and company, whether they came to you or you reached out.
Deals
Every opportunity with its amount, owner and close date, moving through the stages you define.
Industry
Software
Employees
120
Annual revenue
$14M
Location
Austin, TX
Companies
Accounts with their people and deals on one record, linked to contacts by email domain.
Tasks
Follow-ups with a due date, priority and assignee, linked to the contact, company or deal they are about.
Budget approved for Q1. Wants a security review before signing.
BrightloopCompanyRiya Anand · Pinned
Asked for two more seats on the pilot.
PilotDealPriya Shah · Oct 14
Prefers email to calls before noon.
Dana WhitfieldContactSam Patel · Oct 9
Notes
Call notes and context on any contact, company or deal, so the next person picks up where you left off.
Custom fields
Track what your process needs without asking an admin. Each field gets a description agents read before they write.
Contacts
Every lead from your forms, bookings, imports and sequences, with the tools to keep the list clean.
Set up by asking
Your AI assistant does the admin work.
Connect Claude or ChatGPT and describe how you sell. It builds the pipelines, stages and fields, changes settings, and brings companies, contacts and deals over from your old CRM. Change anything later the same way.
Claude· Orbit connectedAdd a Renewals pipeline with a Renewal date field, and move every deal that is up for renewal into it.
get_crm_schemaRead your current setupcreate_pipelineRenewals: Upcoming, In review, Committed, Renewed, Churnedcreate_crm_fieldRenewal date and Seats on dealsupdate_deal38 deals moved to Renewals
Automation and teams
The pipeline moves when your leads do.
CRM workflows
Workflows run on form submissions, bookings, meeting outcomes and deal stage changes, and can open deals, add tasks and log notes on their own.
Teams
Group your reps into teams and see the pipeline the way your org is organized, with unlimited members on every plan.
Unlimited seats
Every plan, no per-seat fees
100+ MCP tools
For Claude, ChatGPT and your agents
REST API
Every CRM object, scoped API keys
Workflows
Create deals, tasks and notes
FAQ
Frequently asked questions.
What the Orbit CRM does, what it costs, and how to bring your data over.
Run your pipeline in Orbit.
Bring your deals 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