Your AI only sees half your business. Orbit gives it the rest.
Orbit connects the tools you already use, your email, calls, files, and customer list, so your AI can finally work from the whole picture. No rip and replace, no IT project, just one workflow that proves itself before you roll it out.
A business that can finally see itself.
Orbit pulls your tools, meetings, calls, and email into one live picture of the customer, so your team acts on what is real, not stitched-together reports.
Same question. One AI sees your whole business. One sees a single tool.
That full picture, on one real deal. Orbit is not another dashboard; it answers the question your team actually asks.
“How do we win this account?”
AI working from the call alone
Summary
Strong first call with Jennifer. She tied your product to her team's growth targets, but first calls like this often stall once budget and other stakeholders come in.
Talk ratio 47/53. You covered the product, but not how she measures success or who else decides. Sentiment dipped when pricing came up. Key moment (11:40): “This looks great, I just need to figure out timing and who else needs to see it.”
Risk
The budget owner was not on the call, there is no timeline, and the conversation stayed on features, not business impact.
Next step
Send Jennifer a case study that matches her team, and book a follow-up demo with the other stakeholders she mentioned.
Accurate, but anchored to the call. It cannot see the rest of the business, so the next step stays generic.
AI on Orbit
Summary
Strong first call with Jennifer. She tied your product to her team's growth targets, but first calls like this often stall once budget and other stakeholders come in.
Risk
The budget owner was not on the call, there is no timeline, and the talk stayed on features, not impact.
Next step
Send Jennifer a case study that matches her team, and book a follow-up demo with the other stakeholders she mentioned.
Right now it reads the same as the left. Connect a piece of the business and watch these three fields sharpen.
Same AI, same call. Every piece you connect is one more reason its answer beats an AI working from a single tool.
One place that connects your business, so your AI works from all of it.
Orbit brings your email, calls, meetings, files, and customers together, and gives you the tools to run on top. Here is what comes with it.
Email, captured
Every contact, thread, and promise logged on its own. Nothing lives only in one inbox.
Calls & meetings, captured
Every call recorded, summarized, and turned into the next step. Your team stops taking notes.
A CRM that fills itself
Customers, deals, and activity stay current automatically, because the work is captured for you.
Dashboards on demand
Ask a question in plain words, get the report or dashboard back. No analyst, no spreadsheet wrangling.
Your files, made useful
Documents and playbooks your team and your AI can actually find and pull the right answer from.
A private brain for your business
One place that knows your customers, deals, and history, so your AI answers from the full picture.
How it works
Connect what you already use
Email, calls, files, your CRM. Nothing gets ripped out.
It captures the work for you
Calls, emails, and meetings become one live record, automatically.
Your team and your AI work from one picture
Ask, follow up, and report from everything the business knows. Start with one workflow.
Check the tools you already use. See what your AI could actually handle.
Tick the tools your team has today and we'll show you concrete workflows your AI could run, no new software required.
Check the tools you have
Tick a tool to see what your AI could do the moment it is connected.
What an AI agent can do once connected to each system
- Connect Customer data & CRM, and a basic AI agent can: See who your best customers really are; Score and rank your leads automatically; Spot who is likely to buy or leave; Surface trends you would have missed; Live dashboards without a data team; Accurate forecasts you can trust.
- Connect Email & calendar, and a basic AI agent can: Reply in context using the whole thread; Loop in everyone cc'd, not just the sender; Read signatures and do quick research first; Follow up with every stakeholder, not just one; Nurture every lead until they are ready; Draft and send routine replies for you.
- Connect Recorded calls & meetings, and a basic AI agent can: Summarize every call for the team; Coach reps during the call, not after; Show whether your team is improving over time; Brief your team before every meeting; Log notes and next steps automatically.
- Connect Support inbox & tickets, and a basic AI agent can: Make your support agents smarter and faster; Give your website chatbot better answers; Resolve routine tickets without a human; Flag customers likely to cancel; Turn complaints into a clear roadmap.
- Connect Files, docs & playbooks, and a basic AI agent can: Find the right file in seconds; Create content and copy that is actually accurate; Answer your team from your own docs; Keep every answer on-policy and consistent; Train an agent on your playbook.
That is the catch: AI on its own cannot do any of this. The missing piece is the connection to your business, and that is exactly what we build.
AI is only as helpful as what it can see. Most teams point it at scattered, half-empty tools, get underwhelming answers, and decide AI is not ready for their business. We connect the whole picture first, so the next time you ask your AI something, the answer is good enough to keep using.
The things people ask us first
Do we have to replace our CRM or any tools?
No. Orbit connects to the tools you already use and leaves them in place. You keep your CRM, email, calendar, and files; Orbit just lets your AI work across them as one picture.
Can Orbit replace our CRM, or a call recorder like Gong?
Over time, yes. Orbit includes its own CRM, its own call and meeting capture, and dashboards, so many teams under 200 people grow into running everything in one place, a simpler alternative to Salesforce, HubSpot, or Gong. You never have to switch on day one: connect what you use, prove the value in one workflow, and consolidate when it earns it.
How much work is this for my team?
We start with one workflow and do the setup with you. Your team keeps using the tools they already know while Orbit connects them in the background.
How fast do we see value?
Most teams see a clear improvement in one workflow within a few weeks. From there we decide together where it makes sense to expand.
We already tried AI and it underwhelmed. Why is this different?
Most AI tools only see one thing at a time, a single inbox or one call. Orbit lets your AI use your email, calls, meetings, files, and customer history together, so the answers are complete enough to actually use.
What is a CRM operating system for AI agents?
It is software that sits underneath your CRM and other tools so AI can safely read and act on your customer data. Orbit plays that role behind the scenes while your team keeps working in the tools they know. Read more.
Your AI is ready. Your data isn’t.
Orbit connects the tools you already use and gives your AI the whole picture it needs. No rip and replace. Start with one workflow and see the difference.