Business Base Features
Integrated CRM
Keep your contacts, companies, and sales opportunities in one place.
Three screens, one customer list
Contacts
Keep every customer and lead in one list, with the details you track.
Companies
Link contacts to the businesses they work for.
Opportunities
Follow each sale on a board, from first contact to closed.
Campaigns can use the same list, on Orbit or as an add-on.
Getting your contacts in
- A sales pipeline, which you set up in the app.
- Your contacts, added by hand or imported from a file.
Get your contacts in one place
Book a time to talk through your customer list and your stages.