AI

What Orbit's AI actually does

AI in Orbit is one assistant, Hiro, that sits inside your CRM with hands on every feature. Ask, and it creates contacts and deals, writes and sends proposals and invoices, manages tasks and your calendar, drafts follow-ups, and builds pages. It only sends with your approval. These pages explain each job.

By job

AI CRM
What ai crm means in practice, and how Orbit's AI assistant helps you do it.
AI email follow up
What ai email follow up means in practice, and how Orbit's AI assistant helps you do it.
AI pitch pages
What ai pitch pages means in practice, and how Orbit's AI assistant helps you do it.
AI proposal follow up
What ai proposal follow up means in practice, and how Orbit's AI assistant helps you do it.
AI client check ins
What ai client check ins means in practice, and how Orbit's AI assistant helps you do it.
AI meeting prep
What ai meeting prep means in practice, and how Orbit's AI assistant helps you do it.
AI call summaries
What ai call summaries means in practice, and how Orbit's AI assistant helps you do it.
AI invoice collection
What ai invoice collection means in practice, and how Orbit's AI assistant helps you do it.
AI business reports
What ai business reports means in practice, and how Orbit's AI assistant helps you do it.
AI data cleaning
What ai data cleaning means in practice, and how Orbit's AI assistant helps you do it.
AI task management
What ai task management means in practice, and how Orbit's AI assistant helps you do it.
AI sales assistant
What ai sales assistant means in practice, and how Orbit's AI assistant helps you do it.
AI for small business
What ai for small business means in practice, and how Orbit's AI assistant helps you do it.
AI for solopreneurs
What ai for solopreneurs means in practice, and how Orbit's AI assistant helps you do it.
AI meeting notes
What ai meeting notes means in practice, and how Orbit's AI assistant helps you do it.
AI relationship management
What ai relationship management means in practice, and how Orbit's AI assistant helps you do it.
AI referral tracking
What ai referral tracking means in practice, and how Orbit's AI assistant helps you do it.
AI outreach
What ai outreach means in practice, and how Orbit's AI assistant helps you do it.

Go deeper

Frequently asked questions

What is the difference between Orbit's AI and ChatGPT?+

ChatGPT answers questions in a chat window. Orbit's assistant, Hiro, works inside your CRM with full context: it can create contacts and deals, write and send proposals and invoices, manage tasks and your calendar, and draft follow-ups, then wait for your approval before anything goes out.

Does the AI act on its own?+

No. Drafts, replies, and suggestions land as items you approve, edit, or dismiss. Nothing sends by itself, so the judgment stays yours while the busywork does not.

What does the AI run on? Do I need an API key?+

No key needed. Every workspace gets free monthly AI credits with nothing to paste or configure. You can top up with a credit pack any time, and on a paid plan you can bring your own AI key for when your monthly credits run out.

Can Claude really access my CRM?+

Yes. Orbit ships a built-in MCP server with per-workspace, revocable keys. Add the key to Claude on web, desktop, mobile, or Claude Code, and Claude can search contacts, read histories, log activity, create tasks and deals, and send email. MCP is part of the Pro plan and up.

Is AI included on the free plan?+

Yes. Every workspace gets free monthly AI credits, including on the free plan. AI is built in on every plan: use the assistant with your credits, top up if you need more, or on a paid plan bring your own key.

Let the assistant do the busywork.

Orbit's AI comes with free monthly credits, and you approve anything that goes out. Free to start.

Free forever plan. No credit card. No spam.