Orbis in practice
Built around
the work you do.
From the first account to the next invoice, keep the relationship and the work in the same place.
01 / Founder-led sales
Build a pipeline you can actually work.
When you own both the relationship and the follow-through, context matters. Keep your target accounts, notes and open opportunities together, then use the GTM agent to organize the next move.
- Record your target companies and save your ideal customer profile.
- Rank recorded accounts and review the reasons behind each fit.
- Prepare a campaign brief and outreach drafts for review.
A focused account list and a clear starting point.
02 / Sales teams
Keep the handoff from becoming a dead end.
Make it easy to see the stage, owner and next step for each opportunity. Follow-up and Pipeline agents help prepare the work that keeps a deal moving.
- Keep stages and owners up to date in the deal pipeline.
- Review follow-up drafts connected to open deals.
- Create the next-step task and keep the team in the loop.
Every deal has an owner and a visible next action.
03 / Revenue operations
Follow the relationship beyond the close.
The work continues after a deal moves forward. Keep invoices, recorded expenses and collection tasks close to the customer context your team already uses.
- Review sent, paid and overdue invoices in one workspace.
- Let the Finance agent flag invoices past your threshold.
- Review a reminder and create a collection task for the owner.
A clearer picture of what is owed and who follows up.
Bring the work
back together.
From the first deal to the last invoice.
Make room for a more connected way to work.