Orbit
Log inGet started free
Use cases

Your profession, in one simple CRM

The work changes by profession, but the failure mode is the same: one person doing six jobs drops threads. These guides show what Orbit, and its optional AI assistant, take off your plate in your specific line of work.

Get started freeSee what Orbit does

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

How can the AI assistant help in my profession?+

The optional assistant, Hiro, drafts follow-ups and replies, writes proposals and invoices, manages your tasks and calendar, and preps you for meetings. It works from your CRM context and only sends when you approve.

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

Industry CRMs bake in one workflow and charge for the depth. Orbit gives you an affordable, configurable CRM with an optional AI assistant, 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 plan covers up to 250 contacts, one pipeline, tasks, calendar, notes, and an email inbox, with no credit card. Paid plans start at $8/mo for Lite. AI is included on every plan with free monthly credits.

See it shaped around your work.

Free to start, no credit card. Set up your pipeline in minutes.

Get started free

Free forever plan. No credit card. No spam.