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Orbit
Sales Intelligence

Orbit — Pipeline Manager

Pipeline intelligence that follows up, cleans up, and books appointments while you sleep.

What Orbit Does

Orbit keeps your sales pipeline moving. It monitors every deal, drafts personalized follow-ups, cleans out dead weight, tracks revenue in real time, and even books appointments through natural email conversations. Your pipeline stops being a to-do list and starts being a system.

Automated Follow-Up Drafts

For every open deal in your pipeline, Orbit drafts a personalized follow-up based on the last interaction, time elapsed, and deal stage. No generic templates — each message references the actual conversation.

Pipeline Cleanup

Zombie deals clog your pipeline and skew your forecasts. Orbit identifies stale opportunities, flags them for review, and recommends whether to re-engage or archive. Clean pipeline, clear picture.

Revenue Dashboard

Real-time revenue tracking across your entire pipeline. See projected close dates, deal values by stage, and month-over-month trends without touching a spreadsheet.

Conversational Booking

Orbit handles the back-and-forth of scheduling. It reads incoming emails, identifies booking intent, offers available times, and confirms appointments — all through natural conversation.

Weekly Pipeline Reports

Every Monday morning, get a digest of what moved, what stalled, what closed, and what needs attention. No logging into your CRM to figure out where things stand.

Real-World Use Cases

See how Orbit fits into your daily operations.

Monday Morning Pipeline Check

Instead of spending 45 minutes clicking through your CRM, open Orbit's weekly report. Every deal, every stage, every next step — summarized and prioritized. Know exactly what to focus on before your first coffee.

Follow-Up Sequences

You sent 12 proposals last month. Six haven't responded. Orbit drafts a unique follow-up for each one — referencing the specific service discussed, the quote amount, and a relevant benefit. One click to review and send.

Appointment Booking

A prospect replies 'let's chat next week.' Orbit picks it up, checks your calendar, suggests three times, and confirms the meeting. You don't touch your inbox until you're sitting in the call.

Connects With

The tools and platforms Orbit integrates with to deliver results.

GoHighLevel CRM Direct pipeline access for deal tracking and updates
Calendar Real-time availability checks and appointment creation
Instantly Monitors and responds to outbound email replies
Email Sends follow-ups and manages booking conversations

Frequently Asked Questions

Does Orbit send emails automatically?

Orbit drafts everything for your review first. You control what goes out. Or, if you prefer, set it to auto-send for routine follow-ups while keeping manual review for high-value deals.

Can it work with my existing CRM?

Orbit integrates directly with GoHighLevel. If you're on a different CRM, we can discuss migration or custom integration during your setup call.

How does conversational booking work?

Orbit reads incoming email replies, identifies when someone wants to schedule, checks your real-time calendar availability, and responds with open slots. It handles the back-and-forth until the meeting is confirmed.

Put Orbit to Work

See how Orbit fits into your operation. Book a free strategy call and we'll map it to your biggest bottleneck.

Book a Call
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