Orbit
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Use cases

Your profession, with a team behind it

The work changes by profession, but the failure mode is the same: one person doing six jobs drops threads. These guides show what Orbit’s sixteen agents take off your plate in your specific line of work.

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Core guides

For founders
Investors, candidates, advisors, and customers in one place.
For consultants
Repeat business runs on warm relationships and on-time proposals.
For freelancers
Escape feast-or-famine by keeping the pipeline warm while you deliver.

By profession

For recruiters
What an AI-staffed CRM looks like when recruiters run it.
For real estate agents
What an AI-staffed CRM looks like when real estate agents run it.
For insurance agents
What an AI-staffed CRM looks like when insurance agents run it.
For financial advisors
What an AI-staffed CRM looks like when financial advisors run it.
For coaches
What an AI-staffed CRM looks like when coaches run it.
For agencies
What an AI-staffed CRM looks like when agencies run it.
For lawyers
What an AI-staffed CRM looks like when lawyers run it.
For accountants
What an AI-staffed CRM looks like when accountants run it.
For photographers
What an AI-staffed CRM looks like when photographers run it.
For designers
What an AI-staffed CRM looks like when designers run it.
For developers
What an AI-staffed CRM looks like when developers run it.
For copywriters
What an AI-staffed CRM looks like when copywriters run it.
For marketers
What an AI-staffed CRM looks like when marketers run it.
For sales reps
What an AI-staffed CRM looks like when sales reps run it.
For investors
What an AI-staffed CRM looks like when investors run it.
For podcasters
What an AI-staffed CRM looks like when podcasters run it.
For creators
What an AI-staffed CRM looks like when creators run it.
For event planners
What an AI-staffed CRM looks like when event planners run it.
For contractors
What an AI-staffed CRM looks like when contractors run it.
For therapists
What an AI-staffed CRM looks like when therapists run it.
For virtual assistants
What an AI-staffed CRM looks like when virtual assistants run it.
For small business owners
What an AI-staffed CRM looks like when small business owners run it.
For mortgage brokers
What an AI-staffed CRM looks like when mortgage brokers run it.
For solar sales
What an AI-staffed CRM looks like when solar sales run it.
For b2b sales
What an AI-staffed CRM looks like when b2b sales run it.
For nonprofits
What an AI-staffed CRM looks like when nonprofits run it.
For saas founders
What an AI-staffed CRM looks like when saas founders run it.
For wedding planners
What an AI-staffed CRM looks like when wedding planners run it.
For fitness coaches
What an AI-staffed CRM looks like when fitness coaches run it.
For bookkeepers
What an AI-staffed CRM looks like when bookkeepers run it.
For web designers
What an AI-staffed CRM looks like when web designers run it.
For loan officers
What an AI-staffed CRM looks like when loan officers run it.
For property managers
What an AI-staffed CRM looks like when property managers run it.
For tutors
What an AI-staffed CRM looks like when tutors run it.

Frequently asked questions

Is Orbit industry-specific?+

No. Orbit is shaped around how one person runs relationships and deals, not around one industry. Pipelines, fields, tags, and the agents’ instructions are all configurable, so a recruiter’s setup looks different from a photographer’s.

What professions use Orbit most?+

Anyone whose income depends on follow-up: recruiters, real estate and insurance agents, financial advisors, consultants, agency owners, coaches, and freelancers. If a dropped thread costs you a deal, Orbit was built for your work.

Which AI agents matter most for my profession?+

Almost everyone leans on Tess (email follow-up), Mia (meeting prep), and Ray (invoice reminders). Client-facing professions add Remy, the voice agent that calls new leads back in about 90 seconds. The per-profession guides above get specific.

How does Orbit compare to an industry-specific CRM?+

Industry CRMs bake in one workflow and charge for the depth. Orbit gives you a configurable CRM plus an AI team for free, so you shape it to your work without paying for features built for a sales department you do not have.

Is there a free plan for service professionals?+

Yes. The free-forever plan includes all 16 agents, unlimited contacts, a pipeline, tasks, a booking page, invoices, and proposals. You bring your own AI keys, billed by the provider at cost, usually a few dollars a month for a solo operator.

See it shaped around your work.

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