Orbit · CRM

Into the CRM, assigned and ready to work.

A qualified lead does not stop at a spreadsheet. Orbit pushes it into your CRM as a linked Company, Contact and Pipeline record, and — if you run more than one rep — assigns it to the next one in rotation, so nobody is idle and nobody is flooded.

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How it works

Three steps, start to finish.

01

Three linked records

A Company, a Contact tied to it, and a Pipeline record tied to both — so a rep sees the full picture, not a bare contact.

02

Round-robin assignment

With more than one rep configured, each new lead goes to the next one in rotation automatically.

03

It lands ready to call

Stage, pipeline and ownership are already set — the rep opens the CRM and starts working, not sorting.


What you get

Concretely, this.

Company, Contact and Pipeline records created together, linked
Round-robin assignment across your configured reps
A consistent starting stage, so nothing sits unclassified

Questions

The ones people actually ask.


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