Meet the agents inside Orbis

Good relationships
deserve better systems.

We’re building a CRM that helps you do something with what you know. A place for customer context, focused agents and the people who move the business forward.

The record is
just the beginning.

A company record tells you who you know. A deal tells you what’s at stake. A task tells you what happens next. Those pieces belong together.

Orbis connects the day-to-day work of revenue: companies, pipeline, invoices, tasks and conversations. Agents use that context to prepare a useful next step, with people deciding what happens from there.

See Orbis in practice
01

Context before action.

A useful next step starts with the right information. Keep the account, the opportunity and the work connected.

02

People stay in control.

Drafts should be easy to inspect, edit and approve. Automation should make your decisions clearer.

03

Make the work visible.

Give every opportunity a next step and every task an owner. Keep progress in the workspace, where it can be followed.

Built in the open.
Ready to explore.

The public sample workspace is available now. Private account access and paid plans are being prepared. Explore the product as it develops, with a clear view of what’s available today.

Explore the plans
Sample workspace ready

Bring the work
back together.

From the first deal to the last invoice.
Make room for a more connected way to work.

Get early access Join the list. Explore the demo while you wait.