Orbit for consultants

A personal CRM for consultants

Your next engagement almost always comes from a relationship you already have, a past client, a warm referral, a conversation you had six months ago. The consultants who stay booked are the ones who follow up consistently. Orbit makes that consistency automatic.

Your pipeline is your relationships

Consulting runs on trust and timing. The lead who was not ready in March is ready in September, and the only thing standing between you and that work is whether you remembered to check back in. Most of the revenue you miss is not lost to a competitor, it is lost to silence.

Orbit holds every client and prospect, remembers the last thing you discussed, and reminds you to reach out before the relationship goes cold. The follow-up that wins repeat work stops depending on your memory.

What consultants use Orbit for

  • Staying top of mind with past clients so repeat work and referrals keep coming.
  • Running a pipeline of proposals and leads from first call to signed.
  • Logging every client conversation so you walk into the next call fully briefed.
  • Getting reminded to reconnect with quiet prospects at the right moment.
  • Sending personal follow-up emails from your own inbox, automatically.

The best business development you can do is to never let a good relationship go quiet. Orbit turns that into a habit you do not have to maintain.

Built for a practice of one

You do not need a sales team’s CRM. You need contact memory, a pipeline, reminders, and follow-through that fit a practice of one. Orbit gives you exactly that, and connects to the Gmail and Calendar you already run your business from.

Compare Orbit with the alternatives

Frequently asked questions

What is the best CRM for independent consultants?+

A personal CRM like Orbit suits independent consultants better than a team sales platform. It keeps past clients and prospects warm, reminds you to follow up, and tracks your pipeline, without the overhead of a tool built for a sales department.

How do consultants get more repeat business?+

Consistent, timely follow-up with past clients and warm leads is the highest-leverage business development there is. A personal CRM like Orbit reminds you who has gone quiet and records every conversation, so you reconnect at the right moment.

Can Orbit track proposals and deals?+

Yes. Orbit includes a visual pipeline with stages, deal values, and a running total, so you can track every proposal from first conversation to signed engagement.

Stay booked by staying in touch.

Keep every client and prospect warm, and let Orbit remind you who to reconnect with. Get started free today.

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