ORBIT WORKSPACE

Work is connected.
Your tools should be too.

One workspace you can adapt to your business.

01

CRM and next actions

Leads, clients, search, notes and tasks around each contact.

02

Teamwork

Team Board, calendar, chat, profile photos, mentions and access permissions.

03

Documents

Quotes, contracts and invoicing with company details, depending on the plan.

04

Client portal

Two-way files, materials, feedback and approvals through a personal client link.

05

Custom modules

Create modules with fields, stages and permissions for your company’s processes.

06

Obi

Helps you find information and perform supported actions. Included in all plans, within your permissions and modules.

Client portal inside the CRM
Client portal inside the CRM
Actual Orbit interface with demo data. Click to enlarge.
Explore the portal in detail ↗
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