Features
Your CRM system for relationship-based sales
AI integration
Gain insights in seconds
Orbit AI summarises years of collaboration, giving you a clear view of the relationship’s history and current sentiment. Perfect for new team members – and for anyone who just needs a quick update.
Summaries are available at contact, company, and sales activity level.
Document management
Documentation in context – every step of the way
Store documents on the company profile and directly within sales activities. This ensures that key information is always in the right context and automatically follows the entire sales process.
Communication
Context through mail correspondence
See all relevant mail correspondence right where you need it – on the company profile, the contact, or within a sales activity. Get the full picture without wasting time searching.
Handover
Convert sales activities into projects
When you convert a sales activity into a project in Orbit – either via an automated workflow or with a single click – the entire sales process is transferred automatically with documents, agreements, and all relevant communication. It saves time and ensures a smooth handover to the project planner.
Bring your CRM software with you anywhere!
With the CRM app, your software stays with you wherever you go and allows you to have access to the same functions and data as if you were still at the office.
Update activities
Update and plan your next moves immediately and never miss following up on a lead.
Always have your contacts ready at hand
Easily synchronise contact information from your CRM with the contact list in your phone.
Receive directions
Activate your GPS through Orbit and receive directions in Maps straight from the meeting material.
Dictations handsfree
Dictate any meeting reports or summaries directly in Orbit – while driving, commuting or cooking dinner.
Integrate your CRM system with Outlook
Archive important mails, find documents you want to send, and update ongoing activities and contact details on your leads – all directly in Outlook.
Visualise your pipeline in Power BI
With the Orbit Power BI plugin, you save time on management reporting by visualising sales results, KPIs, and progress in personalised dashboards.
Even more features that support your sales efforts
Structured data
Orbit organises information at the contact, company, and sales activity level. This structure is consistent throughout the entire system, ensuring everyone always works with current and relevant data.
Pipeline management
Gain the best possible insight into future business as long as your data is up to date. That is why we have made it easy for users to update their pipeline with just a few clicks.
Move contacts - without losing history
When a contact changes companies, their history stays with them. Orbit retains the previous connection, so you always have a clear overview of where a contact has been and what you have discussed.
Sales activities
Orbit generates to-do lists based on your active sales activities. This ensures a proactive approach to sales, where no follow-ups are missed. At the same time, your team has the best possible foundation for collaboration.
Delivery overview
Previous sales activities, completed and ongoing projects, are available in the CRM, making it easy to build on well-established relationships using up-to-date data. Knowledge provides the ideal foundation for future sales.
Relationship categorisation
Companies in Orbit can be categorised as customers, suppliers, competitors, or strategic partners. This way, there is no doubt about the nature of the relationship, whether in the context of project execution, bidding, or sales activities.
We continuously update Orbit for your benefit
Watch a live demo of our Orbit versions
Digitalise the whole industry
We are ready to help you
Do you have questions about our solution, or are you curious to know how Orbit can support your business?
Anders, our Client Development Manager with more than 12 years of sales experience in the construction industry, is of course ready to help and assist you.
Anders Dyrholm
- Address
Åbogade 25
8200 Aarhus N
Denmark- Phone
- +45 7734 4539
- and@orbit.online