AI proposal follow-up chases unsigned proposals so you do not have to track them in your head. In Orbit, you ask Hiro, the built-in assistant, to handle it: a gentle nudge drafted on day 3, a firmer one on day 7, and a flag on any deal where no proposal was sent. Each nudge is a suggestion you approve. Proposals live in the same CRM.
You sent the proposal Tuesday. By the following Tuesday you have refreshed your inbox forty times and written zero follow-ups, because nudging feels needy. Ask Hiro to take that whole emotional mess off your plate.
Hiro watches your unsigned proposals and works a simple cadence: a gentle nudge drafted on day 3, a firmer one on day 7. Both arrive as suggestions for your approval, grounded in the deal. It also flags deals where no proposal was ever sent, the quiet gap between a great call and the write-up you kept postponing. Orbit includes proposals and e-signature (10 on the free plan), so Hiro works the same records the rest of your CRM uses.
Hiro drafts on a clock, but it sends on your word. Day-3 and day-7 nudges appear as suggestions, and a nudge only reaches the client after you approve it. Edit the tone, hold it a day, or kill it: the cadence is a default, not a mandate.
The same restraint runs through everything Hiro does. Nothing auto-sends in Orbit. AI is included on every plan with free monthly credits, no API key to paste, and paid plans can bring their own key when credits run out.
| Orbit | Doing it yourself | |
|---|---|---|
| Timing | Day 3 and day 7, drafted on schedule | Whenever the anxiety peaks |
| Tone | Gentle first, firmer second, consistent | Too soft, then suddenly too sharp |
| Coverage | Every unsigned proposal, every time | The big one you keep refreshing |
| Unsent proposals | Flagged before the deal drifts | Forgotten until the prospect cools |
| Records kept | Nudges logged on the deal timeline | A search through sent mail |
Unsigned proposals do not age well. A day-3 nudge and a day-7 follow-up keep you in the room while the decision is still live.
It is software that tracks unsigned proposals and drafts timed follow-ups. In Orbit, you ask Hiro to draft a gentle nudge on day 3 and a firmer one on day 7, and flag deals where no proposal was sent. You approve each one before it goes.
No. Each nudge arrives as a suggestion in Orbit. You approve, edit, or dismiss it, and nothing reaches the client without your sign-off. Nothing in Orbit auto-sends.
Hiro flags deals with nothing sent. That catch matters: deals often die not from rejection but from the proposal that was promised and never written.
Yes. Orbit includes proposals with e-signature (10 on the free plan, unlimited on Pro) alongside invoices, pipelines, and contacts, so Hiro works on the same records the rest of your CRM uses.
AI is included on every plan with free monthly credits, no API key to paste and nothing to configure. You can top up with credit packs, and paid plans can bring their own key when credits run out.
Day-3 and day-7 nudges, drafted for your approval. Free to start.
Free forever plan. No credit card. No spam.