An AI sales assistant is only useful if it can act. Orbit's assistant, Hiro, is a chat that drives every CRM feature. Say "draft a follow-up to Maya about the proposal" and it finds Maya, reads the deal, and writes the message, pending your approval. Orbit also has a built-in MCP server, so you can connect Claude to work your CRM too.
Most AI assistants in sales tools are glorified search boxes. They can summarize a record or answer "what deals are open," and then the doing is still on you: write the email, move the deal, set the task.
Orbit's assistant closes that gap because it can drive every feature in the CRM. Hiro creates contacts, moves deals, books tasks, drafts emails, writes proposals and invoices, and builds pages. The chat is the steering wheel for the whole workspace, and it opens with Cmd or Ctrl-J.
You type one line. Hiro finds Maya, pulls the open deal, reads the recent timeline, and writes a follow-up that fits the real thread. Nothing sends yet.
The draft sits in your queue as a card. Approve it, and it goes out from your own Orbit email address, and lands on Maya's timeline. Edit the wording first if you want it framed differently, or dismiss the card if the moment has passed. You keep the final word on every message.
One assistant, across the whole pipeline:
Yes. Orbit ships a built-in MCP server on Pro, so Claude on web, desktop, mobile, or Claude Code can read and update your CRM through revocable per-workspace keys. Ask Claude to summarize your pipeline, log an interaction, or draft follow-ups, and it works against your real data. The connect Claude via MCP guide walks through setup.
That puts your sales assistant wherever you already work: inside Orbit through Hiro, or inside Claude while you plan your week. Same data either way, with keys you can revoke per workspace at any time.
A chat that answers questions is a search box. A chat that can draft the follow-up and write the invoice for you is an assistant.
An AI sales assistant is software that handles sales busywork through conversation: finding records, drafting follow-ups, moving deals, and writing invoices. The useful ones act on the CRM rather than just answering questions, and the safe ones queue every action for human approval.
No. When you ask Hiro to draft a follow-up, proposal, or invoice, it writes it and queues it as an approval card. Nothing sends on its own. You approve, edit, or dismiss each card, so you keep the final say.
Hiro works on your real workspace: it finds the contact, reads the deal and timeline, and drafts against what is actually there. It can create and update contacts, deals, tasks, proposals, and invoices, and build pages, all pending your approval.
Orbit has a built-in MCP server on Pro. You create a revocable per-workspace key, add it to Claude on web, desktop, mobile, or Claude Code, and Claude can then read and update your CRM: pipeline summaries, contact lookups, logged interactions, drafted follow-ups.
Hiro is included on every plan with free monthly AI credits and no API key to paste. You can top up with credit packs, and paid plans can bring their own key. The built-in MCP server for connecting Claude is on Pro.
One chat drives contacts, deals, tasks, emails, proposals, and invoices. Every action queues for your approval first.
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