For agencies

The CRM for agencies where the founder is still the closer

Orbit is a simple all-in-one CRM for agency owners, with one AI assistant, Hiro. It builds a personal pitch page per prospect, writes and nudges proposals, and drafts polite reminders on aging retainers. Contacts, deals, tasks, notes, email, invoices, and booking pages all live in one place. Every send waits for your approval. Free for 250 contacts, no card.

The agency problem

Every agency knows the cycle: delivery gets busy, outbound stops, and a few months later the pipeline is a desert. New business is the first thing dropped and the most expensive thing to restart.

Proposals sit unsigned because nobody wants to be the pest. Invoices age because chasing a client you still serve feels awkward. None of that work needs your judgment. All of it needs to happen. Orbit puts it in one CRM with an assistant that drafts it for you.

What Hiro can do for an agency

Hiro is one assistant inside the app. To keep a lean agency's pipeline alive it can:

  • Build a pitch landing page for a lead and draft the delivery email.
  • Write a proposal from your notes, then draft nudges on day 3 and day 7 if it goes unsigned.
  • Flag deals where nothing was ever sent, so no warm lead falls through.
  • Write and send retainer invoices, then draft polite reminders on the overdue ones.
  • Draft a Monday summary from your real workspace data: meetings booked, money collected.
  • Update contacts, deals, and pipelines on request, so admin stops eating your evenings.

A week with Orbit as an agency founder

Monday: you ask Hiro for a Monday summary, and it shows two proposals out, one quiet deal, and what actually got collected. Tuesday: you draft outreach to a warm prospect and Hiro turns it into a pitch page.

Wednesday: the pitch page goes out, and open tracking (on Pro) tells you their team read it twice. Thursday: Hiro drafts the day-3 nudge on the unsigned proposal. Friday: it reminds the slow-paying client about the retainer, politely, so you do not have to. You can also drive the CRM from Claude via the MCP server.

Set it up for agency work

  • Pipeline stages: Lead, Qualified, Discovery, Proposal, Won, Retained.
  • Tags by service line and source, with a smart view for proposals out.
  • Custom fields for retainer size and contract end date.
  • A booking page for intro calls, linked from every outreach draft.

New business dies when delivery gets busy. Your AI assistant does not get busy.

Keep exploring

Frequently asked questions

What is the best CRM for a small agency?+

For agencies where the founder still closes, Orbit keeps deals, proposals, invoices, and email in one CRM, plus one AI assistant (Hiro) that builds per-lead pitch pages, writes and nudges proposals, and chases retainers. Free for 250 contacts, no credit card.

How does Orbit help me find agency prospects?+

Orbit is where you track and nurture prospects, not a scraper. You add prospects yourself or capture them through forms and the Chrome extension (paid plans), then Hiro drafts the outreach, pitch pages, and follow-up. Orbit does not do AI prospecting or lead generation.

Can my whole team use Orbit?+

Yes, on the Team plan at $20/seat/mo. Team adds a shared workspace, roles and permissions, lead assignment, and a shared inbox. Orbit also fits agencies where the founder personally runs new business, with a generous free plan to start.

What happens when a proposal goes unsigned?+

Ask Hiro to watch it and it drafts a gentle nudge on day 3 and a firmer one on day 7, and flags any deal where nothing was sent at all. Each nudge is a draft you approve, edit, or dismiss, so nothing goes out under your name without you.

How much does Orbit cost for an agency?+

The free CRM covers 250 contacts, one pipeline, unlimited tasks, calendar, notes, and a built-in email inbox. Pro is $14/mo or $112/yr, Team is $20/seat/mo. AI is included on every plan with free monthly credits and no API key to paste.

Keep the pipeline full while you deliver

Free for 250 contacts, no credit card. Pitches, nudges, and collections run as drafts you approve between client work.

Free forever plan. No credit card. No spam.