Everything Your Sales Team Needs in
One Place
Powerful quoting, focused AI assistance, and intuitive sales workflows designed to empower growing sales teams without the complexity of traditional CRM platforms.
Dashboard
A fully customisable dashboard tailored to each user. Surface key actions and insights in one place, so you can focus on what matters without navigating the platform.
AI Research Assistant
Research leads and customers in seconds before every engagement, giving sales teams deeper insight and fresh perspective for more meaningful conversations. Reduce manual administration with AI-assisted validation and automatic population of CRM fields within OrbitCRM.
Leads & Contacts
Import, segment, and manage leads. Track every touchpoint with activity timelines and custom fields.
Organizations & Accounts
The foundation of your customer relationships. Manage contacts, opportunities, tasks, and strategic notes in one central place.
Pipeline & Deals
Easily manage your sales pipeline to gain clearer visibility, improve forecasting accuracy, and focus on the opportunities that drive meaningful business impact.
Reporting
Turn captured data into meaningful insights. Powerful, flexible reporting provides the visibility typically reserved for enterprise platforms.
Tasks
Kanban-style task management that keeps teams aligned. Share ideas, assign responsibilities, and collaborate effectively to improve productivity and teamwork.
Activities
Track meetings, calls, and customer touchpoints. Log interactions, set reminders, and keep a full history on every record.
AI Structured Note Assistant
Capture clear, structured notes that are easier to review, understand, and act on later. Keep important information organised and consistent across customer interactions, removing the confusion of scattered or incomplete notes.
Security & Compliance
Role-based access ensures users only see what they should. Track record creation, modifications, and opportunity history with full visibility and auditability.
Customisable Quote Templates
Create attractive, professional quote templates that simplify the quoting process for sales teams while delivering a consistent customer and brand experience across every interaction.
Price Lists
Upload and manage your own product and pricing lists, enabling sales professionals to generate accurate quotes in minutes without relying on manual processes.
Multi-Level Quote Approvals
Empower sales teams to offer bespoke pricing while maintaining business control over discounts and margins. Leadership retains full visibility and approval authority across key opportunities.
Send Quotes Directly to Customers
Deliver quotes directly from OrbitCRM to your customers, reducing delays and unnecessary back-and-forth. Customers can approve quotes or provide feedback through a streamlined experience.
Full Audit Trail
Maintain complete transparency with a detailed audit trail showing what changed, when it changed, and who made the change — providing clear accountability across the entire quoting process.