This is how Orbit does AI referral tracking: you tag the people who send you business, and Hiro helps make sure they stay warm. Ask it to draft check-ins for your referral sources, a thank-you when a referred deal closes, and timely follow-ups. The result is a referral network that keeps producing because nobody gets forgotten. You approve every touch.
Most people "track" referrals by remembering, badly. A great source sends you two deals, you mean to thank them properly, and then six months pass in silence. Tracking referrals well means knowing who sent what, closing the loop on every introduction, and staying in touch so the source keeps thinking of you.
In Orbit, you mark referral sources with a tag and link each new contact to who referred them. From there you ask Hiro to help with the nurturing. The relationship does not depend on your memory anymore, it depends on a queue of drafts you approve.
Ask, and it works from your real history:
A referral source who never hears how it went stops referring. A source you keep in the loop refers again. The whole system is built to close that loop.
Every touch is a card. Whatever Hiro drafts, a check-in, a thank-you, a follow-up, lands for you to approve, edit, or dismiss, and it only sends from your own Orbit email address after your sign-off. Thanking a referral source is personal, so Hiro drafts it and you make it yours.
Nothing about a referred deal moves on its own either. You can ask Hiro to surface the moment, like a closed deal that came from a source, and prompt you to acknowledge it. You decide what goes out and to whom.
The drafting runs on the free monthly AI credits included on every plan, with no API key to paste. The thank-you and update pages use the landing-page tooling already in your workspace, and tagging is just normal Orbit contact data on the free CRM.
It is built for anyone whose pipeline runs on word of mouth: consultants, agents, advisors, lawyers, contractors, anyone who would rather grow through introductions than ads. If referrals are your channel, this is how you keep the channel flowing.
You tag referral sources and link each new contact to who referred them. From there you ask Hiro to help nurture those sources, so the relationship no longer depends on your memory.
Long-term check-ins with sources, a thank-you note when a referred deal closes, timely follow-ups, and a landing page to show a source what came of their introduction. It drafts, you approve.
No. Every thank-you, check-in, and update lands as a card you approve, edit, or dismiss, and it only sends from your own Orbit email address after your sign-off. Hiro surfaces the moment, you decide what goes out.
The drafting uses the free monthly AI credits included on every plan, with no API key to paste. The thank-you and update pages use the landing-page tooling already in your workspace, and tagging is just normal Orbit contact data.
Anyone whose pipeline runs on word of mouth: consultants, agents, advisors, lawyers, and contractors who grow through introductions. If referrals are your main channel, this keeps sources warm so they refer again.
Tag your sources and ask Hiro to keep them warm. You approve every touch. Start free, no credit card.
Free forever plan. No credit card. No spam.