Every feature, from first lead to closed books

Leads, companies, contacts and deals sit next to the quotations, jobs and invoices that follow them. Sales sees the whole relationship, not just the pipeline.

Leads that arrive with their context

Every lead records where it came from, who owns it and what happened last. Calls, meetings, notes, emails and tasks build a timeline you can read in seconds.

Deals on pipelines you define

Run as many pipelines as the business needs, each with its own stages. Drag deals across the board and see open, won and lost value at a glance.

One hub per client

The client record gathers companies, contacts, quotations, jobs, invoices and payments, so anyone answering the phone can see the full picture.

Lists, campaigns and surveys

Group clients, leads, deals or jobs into named lists such as “Contract” or “One-off”, then send email or WhatsApp broadcasts to them. Surveys are built with the same form builder as the rest of Orbit.

Lead scraper

An optional AI feature that searches Google Maps listings for businesses in your area, reads their websites, verifies email addresses and scores each prospect before it becomes a lead.

Proposals

Write lead proposals from reusable templates and send them as PDFs while the lead is still warm.

Build a quote from your own products and services, send it by email or WhatsApp, and let the customer accept, decline or ask for changes from a link. Accepted work moves on without anyone re-typing it.

Quotes built from your catalogue

Line items, quantities, discounts and VAT are calculated for you from the products and services you already sell.

Customer response in one link

Customers open the quotation on any device and accept it, reject it or suggest changes. The response lands on the quotation and can trigger an automation.

E-signature and proformas

Request a signature on a quotation, or issue a proforma invoice the customer can sign online before the work is booked.

Products, services and pricing

Keep a catalogue with categories, brands and brand-specific pricing, and attach product documents customers can open from a link.

Templates for every document

Document, message, project and proposal templates keep quotes consistent across the team and carry the workspace brand colour and logo.

Connect a number once and every conversation lands in one inbox. Assign it, snooze it, turn it into a lead and reply from the office or the field, without handing a phone around.

Two ways to connect

Pair a phone by scanning a QR code, or connect Meta’s official WhatsApp Business Cloud API with your own credentials. Each workspace uses one method, and the Orbit team switches it for you.

An inbox built for a team

Open, snoozed and closed views, “assigned to me” and “not assigned” filters, and lead stages on every conversation. Reply or leave an internal note for a colleague.

Send business documents where customers already are

Quotations, invoices and campaign broadcasts can go out over WhatsApp from the record itself.

An AI agent with a short leash

Switch the agent to Auto, Paused or Off per conversation. With customers it can only look up products, answer from your knowledge base, take a callback request, report a customer’s own status, share business hours or hand over to a person.

Staff can work through WhatsApp too

Team members can ask the agent to act on Orbit records, within their own permissions. Anything that moves money or deletes data asks for confirmation first, and agent actions are written to the audit log.

Internal chat next to customer chat

Team channels live in the same inbox, so a question about a customer never has to leave Orbit.

Jobs, recurring contract visits, technician schedules, checklists and signed service reports. Planned in the office, done in the Orbit mobile app, and invoiced from the same record.

Jobs for one-off work and contracts

Every job records the client, the service location, the products and the value, and whether it is a one-off visit or part of a contract.

A schedule the whole office can read

Timeline, day, month and per-person calendar views, with confirmed and unconfirmed visits kept apart and a printable day sheet.

Contracts with customer signature

Draft contract documents from templates, send them for e-signature, and see which contracts are expiring before revenue quietly lapses.

Service reports customers sign

A step-by-step report with checklists, photos and voice notes, signed by the technician and the customer on the phone, or by the customer later through a link. Reports can also be uploaded in bulk.

Materials and technicians

Issue materials to jobs, split them across technicians and record returns. Technicians get a role that shows them their own work and little else.

The service dashboard

Visits yet to confirm, unassigned, confirmed, in progress and completed, with completion rate, jobs by type and technician utilisation.

Some work is bigger than a visit. Orbit runs it as a project on your own workflow, with tasks, a Gantt view and timesheets, all linked to the client and the invoices.

Workflows you design

Give each kind of project its own stages, then move work across a board or view it as a Gantt chart.

Recurring projects and templates

Start repeat work from a project template, or let a recurring project create itself on schedule.

Tasks for everyone

Tasks with due dates, priorities, recurrence and a calendar view, linked to the lead, deal, client or project they belong to. Import and export in bulk.

Timesheets with approval

Log hours against projects and tasks, mark them billable, and approve or reject them before they reach a report.

The Orbit mobile app carries schedules, jobs, checklists, service reports, the WhatsApp inbox, invoices and dashboards. Technicians keep working offline and it syncs when they are back online.

Built for the visit

Today’s schedule, job details, checklists, materials, photos, voice notes and customer signatures, in the order a technician actually needs them.

Works offline

The app keeps a local, encrypted copy of the work a person needs and queues their changes until the connection returns.

For managers and owners too

Leads, deals, the WhatsApp inbox, quotations, invoices, payments, expenses and reports, with push notifications for what needs attention.

Secure by default

Sign-in with the same account as the web app, the same permissions, and an optional biometric lock on the device.

In the team’s language

English, Arabic with a right-to-left layout, and Malayalam.

Invoices come from the job or quotation, not from a blank page. Payments are allocated against them, recurring billing runs itself, and every figure flows to the books.

VAT invoices from real work

Create an invoice from a job, a quotation or from scratch. Totals, VAT and numbering are calculated by the server, so the PDF, the list and the ledger always agree.

Payments that settle the right invoices

Record a payment once and allocate it across one or more invoices. Unapplied credit stays visible until it is used.

Recurring invoices

Set up contract billing once and Orbit generates each invoice when it falls due.

Expenses and reimbursements

Categorise spending, route it for approval and reimburse staff. Scan a receipt photo or PDF and the AI fills in the expense for you to check.

Bank and cash accounts

Keep each bank, card and cash drawer as an account with its own transactions, transfers and reconciliation history.

More than one currency

Documents can be issued in any ISO currency, with the conversion rate you record used when it posts to the books.

Purchase orders, vendor bills and payments made live together, so you always know what was ordered, what was billed and what is still owed.

Vendors in one place

Each supplier keeps its orders, bills, payments and balance together.

Purchase orders

Raise, send and track orders from draft to billed. When stock tracking is on, closing an order adds the quantities to stock.

Bills and due dates

Record vendor bills with due dates and see what is open, overdue or partly paid. Bill lines can post to a specific expense account.

Payments made

Pay one or several bills, from the right bank or cash account, and keep the vendor balance current.

Every invoice, payment, bill and expense posts to a double-entry general ledger as it happens. Reconcile the bank, close periods and produce statements without exporting to another system.

Posting that happens by itself

Invoices, payments, bills, payments made, expenses and transfers create their journal entries automatically. Manual journals are there for everything else.

A chart of accounts that fits

Build or import your chart of accounts as a tree, set opening balances, and map categories to accounts, so pest control revenue and deep cleaning revenue land in different accounts without editing each product.

Bank reconciliation

Import a bank statement as CSV or Excel. Orbit suggests matches with the reasons it chose them, applies your rules, and flags duplicate lines instead of dropping them.

Periods and year-end

Fiscal years, accounting periods and a year-end close keep last quarter’s figures where you left them.

Statements and tax

Trial balance, profit and loss, balance sheet, cash flow, cash book, day book, general ledger, AR and AP aging, and a VAT report built from the ledger.

Ledger integrity checks

A dashboard that tests whether the sub-ledgers and the general ledger agree, so problems surface before the accountant finds them.

Orbit’s AI is built into the work, not bolted onto the side. Ask questions of your own data, let an agent handle routine WhatsApp enquiries, and hand repetitive typing to AI Assist.

The assistant

Press ⌘J or Ctrl+J anywhere and ask about leads, deals, invoices, jobs, schedules, tasks or expenses. It searches, reads and adds up records, then answers with links to the records it used.

The WhatsApp agent

Answers customers from your knowledge base and product list, takes callback requests and hands over to a person. Staff can also ask it to act on records within their own permissions, with confirmation for anything that moves money.

AI Assist

Rewrite an email before it goes out, scan a receipt into an expense, or describe a role in plain words and get a permission set to review.

Knowledge base

Upload your documents so the agent answers questions about your services, prices and policies the way your team would.

Lead scraper

Find and qualify prospects from Google Maps listings and their websites, then add the good ones as leads.

Write a rule once: when something happens, check a condition, then act. Orbit runs it every time, logs what it did, and never does more than the person it runs as could do.

Triggers from real events

A lead created, a deal moved, a quotation accepted or signed, an invoice overdue, a job completed, a form submitted, a WhatsApp conversation started, and many more across 26 record types. Scheduled sweeps catch things that happen by date.

Conditions and branches

Filter on any field, including your own custom fields, and branch with if/else or switch steps. Add delays between steps.

Actions that do the work

Create or update tasks and records, log an activity, change a stage, notify a person, send an email or a WhatsApp message, or call a webhook in another system.

A run history you can trust

Every run is logged, including runs a condition filtered out, and a failed run can be retried with the original data.

Safe by design

Each rule acts as a named user and is limited to that user’s permissions. Loops between rules are detected and stopped, and rules pause when their module is switched off.

Dashboards for each part of the business and a library of ready-made reports, all reading live data, so the figures in the meeting are the figures in the system.

Dashboards you arrange

Personal, CRM and financial dashboards built from widgets you add, move and resize, and share with the colleagues who need them.

27 ready-made reports

Across CRM, sales, projects and field service: leads, deals, campaign performance, invoice summary, customer and vendor balances, product and service revenue, project financials, timesheets, contracts expiring, field staff work and more.

Financial statements

When accounting is on: trial balance, profit and loss, balance sheet, cash flow, aging and VAT reports straight from the ledger.

Every list is a report

Filter, sort and total any list, then export it.

Add the fields you track, the record types you need and the forms your customers fill in, without waiting for a release. Your changes work in lists, filters, search and automations.

Custom fields on built-in records

Add fields to leads, clients, jobs, invoices and about two dozen other records. Choose from text, number, date, dropdown, file, checklist, voice note, location, references to other records and more.

Custom modules

Create your own record types, such as equipment or site surveys, with their own fields, list and detail pages, and place them anywhere in the sidebar.

Forms and surveys

Build a form, share its public link, and collect responses. A form can create a lead for every response and trigger automations.

Your brand on everything

Pick a brand colour and Orbit repaints the app, your quotations and invoices, and your outgoing email to match, while status colours keep their meaning.

Local Mode runs the same Orbit application on a computer or server you control, with its own database and file storage. Your team uses it in the browser over your network, just like the cloud version.

Desktop or server

Install the desktop app on Windows, macOS or Linux, or run Orbit headless as a system service on a server.

Everything included

Orbit brings its own PostgreSQL database and stores files on local disk. No Docker and no Redis to manage.

Backups on a schedule

Daily, weekly and monthly backups with retention, plus an automatic safety backup before every update or restore.

Guided setup

A setup wizard configures storage, your domain and the first workspace. Each installation is activated by your Orbit supplier before it can be set up.