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Orbit 360 AI

A CRM that still knows the client after the deal is won

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.

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CRM & pipeline
Orbit deals board showing active, won and lost deals for a pest control business, each card with deal value in SAR

What you can do with CRM & pipeline

Part of win the work: leads, quotations and conversations.

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.

  • Sources such as WhatsApp, website, campaign, exhibition and cold call
  • Stages from New to Qualified, including Out of scope and Unqualified
  • Owners, assignees, expected value and follow-up focus
  • CSV import for leads, companies, contacts and deals

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.

The CRM dashboard shows conversion, not just activity

Leads created, deals won, calls, WhatsApp messages and meetings sit above a conversion funnel and deals by stage, so the weekly sales meeting starts from the same numbers.
CRM & pipeline
Orbit CRM dashboard with a KPI strip, a leads conversion funnel and a deals-by-stage bar chart

Connected to the rest of Orbit

The same records move between modules, so nobody types a client, a price or a job twice.

CRM & pipeline: common questions

Something else? Ask us directly.

Can I bring my existing customers and leads into Orbit?

Yes. Leads, companies, contacts, clients, deals, products and more can be imported from CSV. Import dialogs are built into each list.

Can we run more than one sales pipeline?

Yes. Create separate pipelines with their own stages, for example one for contract sales and one for one-off jobs.

How do we control which salespeople see which leads?

Permission sets decide what each role can do, and record scope decides whether a person sees only their own records, their team’s, or everyone’s.

Is the CRM available in Arabic?

The Orbit interface is available in English, Arabic (right-to-left) and Malayalam.

Related parts of Orbit

See your own pipeline in Orbit

Bring a sample of your leads to the demo and we will show you how they would move through Orbit.

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