Dialer

Call your listwithout leaving the CRM.

Pick a saved view of your contacts and call through it from your browser, with your script on screen. Orbit dials the next person when a call ends, drops your voicemail greeting, saves the outcome on the contact and has AI coach you on every conversation.

Browser calling · AI call coaching · Unsubscribes become do-not-call automatically

Call sessions

Work a whole list in one sitting.

The contact you are calling on the left with their call history, the rest of the queue on the right, and the outcome saved before the next number rings.

DialerWebinar follow-ups · 14 of 60DialHistory
JM

Jordan Miles

COO · Vertex Labs

2 previous calls · Last: No answer · +1 512 555 0148

Call ended · 4:32
How did it go?Saving in 14s
ConnectedInterestedNot interestedCall backMeeting bookedVoicemail leftWrong numberDo not call

Wants pricing for 40 seats. Booked a demo with Priya for Thursday.

Queue

  • Dana WhitfieldVoicemail dropped
  • Marcus LeeNo answer
  • Priya ShahSkipped
  • Jordan MilesWrapping up
  • Ana TorresUp next
  • Sam PatelQueued
01

Pick a view

Any saved view in Contacts becomes a call list. People with no phone number, on the do-not-call list or called recently are left out.

02

Dial in turn

Orbit calls each person from your browser and moves to the next a few seconds after a call ends. Turn auto-dial off to go at your own pace.

03

Handle voicemail

Hear it and decide, drop your recorded greeting after the beep, or hang up as soon as a machine answers.

04

Log the outcome

Pick what happened and add a note. If you have not picked when the wrap-up time runs out, the call saves as connected and the dialer moves on.

Capabilities

More conversations. Fewer calls you should not make.

The dialer reads the same contacts, views and unsubscribes as the rest of Orbit, so every call lands in the CRM and nobody who opted out gets dialed.

Webinar follow-upDefault

Hi Jordan, it’s Sam from Orbit. You joined our webinar on Tuesday. How is Vertex Labs handling follow-up today? Is Direct line the best number for you?

{{first_name}}{{company}}{{rep_name}}

Call scripts

Write scripts with fields like {{first_name}} and {{company}}, and the dialer shows each one filled in for the person you are calling.

Phone numbersUnited States
+1 512 555 0110Local · Austin, TXSam Rivera
+1 646 555 0127Local · New York, NYPriya Shah
+1 888 555 0164Toll-free · USUnassigned
Buy a numberLocal or toll-free

Your own phone numbers

Admins buy local or toll-free numbers for the United States in settings and give each rep their own caller ID.

Do-not-call list Admin only
+1 512 555 0148Unsubscribed
+1 646 555 0193SMS opt-out
+1 415 555 0172Call outcome
Chris DoyleNot dialed

Do-not-call, automatically

Email unsubscribes and SMS opt-outs put the number on your do-not-call list, and nobody on it is ever dialed.

Voicemail Machine answered
Follow-upDefault0:24
Webinar recap0:31
Drop voicemailAfter the beep

Voicemail drop

Record a greeting in the browser or upload one, then leave it with one click, or automatically when a machine answers.

Jordan MilesRecorded · 4:32
You
Jordan
1:484:32
Meeting bookedWants pricing for 40 seats

Call recording

Both sides of every call from the moment it is answered, ready to play back from call history.

Dialer settingsInsights
Transcribe calls
AI call feedback

Coaching focus

We sell with MEDDIC. Check the rep found the economic buyer and a real pain before talking price.

Coach to your playbook

Tell the AI coach your sales method and what to look for, and every call’s feedback is written against it.

This week Reached a person

Calls

312

Reach rate

31%

Talk time

9h 40m

Mon
Tue
Wed
Thu
Fri

Call history and stats

Every call with its outcome, notes and recording, plus how many calls reached a person and how long you talked.

Tried twice, no answer18
Attempts = 2Outcome = No answer
ContactLast callTries
Dana Whitfield2 days ago2
Marcus Lee3 days ago2
Elena Ruiz5 days ago2

Call data on every contact

Last call, last outcome and call attempts become contact columns and filters, so you can build views like "tried twice, no answer".

Dialer settingsPacing
Ring timeout25s
Auto-advance3s
Skip if called in 24h
Max attempts3

Pacing rules

Set how long numbers ring, the pause between calls, and which contacts to leave out of a new session.

Call coaching

Every conversation, transcribed and coached.

Minutes after a call ends, the recording becomes a transcript with each speaker labeled, and the AI coach tells the rep what went well, what to change, how they handled objections and what to do next. Unanswered calls and calls detected as voicemail are not transcribed, though detection is not perfect.

Jordan MilesVertex Labs · 4:32Meeting booked8/10

Transcript

  1. You0:04Hi Jordan, it’s Sam from Orbit. You joined our webinar on Tuesday. Is now a bad time?
  2. Jordan0:11I have a few minutes. We already use HubSpot, though.
  3. You0:15That makes sense. What made you sign up for the session?
  4. Jordan0:21Our reps spend half the day typing call notes into the CRM.
  5. You0:28How many reps are on the team right now?
  6. Jordan0:31Forty, and we are hiring ten more this quarter.

AI feedback

Jordan runs sales for a 40-person team losing time to call notes. He agreed to a demo on Thursday.

What went well

You asked “what made you sign up” before pitching, and Jordan named the pain himself.

What to improve

Ask who else should join Thursday’s demo before you hang up.

Objections

  • “We already use HubSpot”
  • “Send me something to read”

Next steps

Send the calendar invite and pricing for 40 seats today.

Script followed: PartlySkipped the qualifying question

AI sales coaching

Give your AI agents every call. Let them coach the team.

Connect Claude, ChatGPT or your own agent to Orbit and it can read your call stats, transcripts and coaching feedback for the whole team. Ask it what is working, and it turns the answer into better scripts, coaching notes and follow-up tasks for each rep.

  • Read every rep’s transcripts and the coach’s feedback, not just one call at a time
  • Find the objections the team keeps losing on, and who handles them best
  • Rewrite call scripts and the coaching focus from what actually works
  • Assign follow-up tasks to reps, linked to the contact and the call

Agents can also build call lists, update outcomes and manage the do-not-call list. Only a signed-in person can start a call: no MCP tool or API endpoint can place one.

Claude· Orbit connected

Go through last week’s calls. Where are we losing people, and what should each rep work on?

  1. get_call_stats214 calls last week. Ana reached 38% of contacts, Marcus 19%
  2. get_call_insightsRead 41 transcripts. “We already use HubSpot” came up 12 times, handled well 4 times
  3. update_call_scriptAdded a HubSpot answer to Webinar follow-up
  4. create_taskAssigned Marcus: listen to Ana’s call with Vertex Labs

Browser calling

No desk phone or extra app

AI call coaching

Feedback after every conversation

Automatic do-not-call

From unsubscribes and opt-outs

People place calls

AI agents never can

FAQ

Frequently asked questions.

How calling works in Orbit, what agents can and cannot do, and how do-not-call is handled.

Start calling from your CRM.

See a call session on your own contacts, with scripts, voicemail drop, AI call coaching and do-not-call already in place.

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