The CRM for agencies where the founder is still the closer
Orbit is a CRM for agency owners with 16 AI agents on staff. Niko hunts the open web for leads matching your ideal client profile, Rio builds a personalized pitch page per prospect, Wes nudges unsigned proposals on day 3 and day 7, and Ray collects retainers. Every send waits for your approval. Free to start.
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.
The agents doing the work
The five agents that keep an agency pipeline alive:
- Niko hunts the open web for companies matching your ideal client profile, vets each against your offer, and lines up outreach drafts.
- Rio builds a pitch landing page per lead, drafts the delivery email, and pings you when the prospect keeps reading it.
- Wes nudges unsigned proposals on day 3 and day 7, and flags deals where nothing was ever sent.
- Ray chases retainer invoices, polite on day 3, firm on day 14.
- Ava opens your Monday with real numbers: calls made, meetings booked, money collected.
A week with Orbit as an agency founder
Monday: Ava's report shows two proposals out, one quiet deal, and what actually got collected last week. Tuesday: Niko's vetted prospect list is waiting with outreach drafts. You edit two, approve five, dismiss one.
Wednesday: Rio's pitch page for the warm prospect goes out, and that evening you get the alert that their team read it twice. Thursday: Wes sends the day-3 nudge on the unsigned proposal. Friday: Ray reminds the slow-paying client about the retainer, politely, so you do not have to.
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 sixteen agents do 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 pairs pipelines and proposals with AI agents that prospect against your ideal client profile, build per-lead pitch pages, nudge unsigned proposals, and chase retainers. Free to start, no credit card.
How does Niko find agency prospects?+
Niko searches the open web for companies matching the ideal client profile you define, vets each one against your offer, and queues outreach drafts for your approval. He uses optional Firecrawl or Apify keys you bring, billed at cost.
Can my whole team use Orbit?+
Team seats are part of the upcoming Team plan. Right now Orbit fits agencies where the founder personally runs new business, with separate isolated workspaces if you run more than one brand.
What happens when a proposal goes unsigned?+
Wes sends a gentle nudge on day 3 and a firmer one on day 7, and he flags any deal where nothing was sent at all. Each nudge is a draft you approve, edit, or dismiss.
How much does Orbit cost for an agency?+
The free plan is free forever: all 16 agents on your own AI key, unlimited contacts, one pipeline, 5 landing pages, 10 proposals, and 10 invoices. Pro and Team arrive later to lift limits and add seats.
Keep the pipeline full while you deliver
Free to start, no credit card. Prospecting, nudges, and collections run as drafts you approve between client work.
Free forever plan. No credit card. No spam.