ORBIT FOR AGENCIES

From the first brief
to the final “Approved”.

Clients, projects, tasks and feedback in a connected workflow for marketing, design and web teams.

Try free for 7 days
Client materials in your workspace
Client materials in your workspace
Actual Orbit interface with demo data. Click to enlarge.
THE WORKFLOW

Every step has its place.

01

Enquiry and quote

Keep the lead, notes and next action together. Prepare a quote or contract with company details.

02

Team delivery

Organize Team Board cards, assign owners and follow deadlines in the calendar.

03

Materials and review

Request logos, copy and photos through the portal. Send completed work for client approval.

CLIENTS ARE PART OF THE PROCESS

Give feedback
a clear home.

Clients receive the file, approve it or describe changes. Your team sees the response under the right client.

Explore the portal ↗
Approval and feedback
Approval and feedback
Actual Orbit interface with demo data. Click to enlarge.
01

Your identity

Company logo and colors for your workspace.

02

Your process

Configure services, stages and sections. Add a custom module for your specific work.

03

Your team

Chat, notes, mentions and tasks with client context.

Projects, portal, quotes and contracts are included in Business and Scale.

YOUR TEAM. YOUR CLIENTS. YOUR ORBIT.

Start with one real task.

Create a workspace, invite your team and share your first client link.

Try free for 7 days No card required · All modules · Up to 5 trial users