The CRM for small business owners who are also the sales team
Orbit is a CRM for small business owners who are also the sales team, the front desk, and accounts receivable. Its 16 AI agents take those jobs: Remy calls new leads back in about 90 seconds, Ray chases overdue invoices, June brings past customers back, and Ava reports Monday numbers. Every message lands as a card you approve first. Free to start.
The small business owner problem
You answer the phone, quote the work, do the work, send the invoice, and chase the invoice. Every lead that calls during a job goes to voicemail, and some percentage of voicemail never calls back. That is the quiet tax on doing everything yourself.
"We should follow up more" has been on the whiteboard for a year. It is not a knowledge problem. There is simply no one whose job it is, until now.
The agents doing the work
Six agents take the jobs you never had headcount for:
- Remy answers your inbound line, calls new leads back in about 90 seconds, and books appointments from your real availability.
- Ray chases overdue invoices, polite on day 3, firm on day 14, and leaves paid ones alone.
- June drafts personal check-ins for customers quiet 30 days or more, at most one a month each.
- Noa pulls real to-dos out of your email every day, so requests stop living in your head.
- Sam sweeps weekly for duplicate contacts, dead numbers, and stale deals.
- Ava opens Monday with real numbers: calls made, meetings booked, money collected.
A week with Orbit as a small business owner
Monday: Ava's report says what last week actually produced, and Noa's triage turns the inbox into a list. Tuesday: two leads call while you are with a customer, and Remy answers both, booking one for Thursday.
Wednesday: June drafts a note to a customer from last winter who mentioned a bigger project someday. Thursday: Ray's polite day-3 nudge goes out on the new invoice. Friday: Sam's sweep merges the duplicate and flags the deal that has not moved in a month. You approved everything from your phone, between jobs.
Set it up for your business
- Pipeline stages: New lead, Quoted, Won, Delivered, Repeat.
- Tags by product or service line.
- A booking page so customers schedule themselves instead of trading calls.
- Stuck anywhere, the in-app assistant is a chat that can drive every feature for you.
You do not need to hire a sales team. You need sixteen agents who never forget a follow-up.
Keep exploring
Frequently asked questions
What is the best CRM for a small business owner?+
Orbit is built for owners who do everything themselves. It pairs a simple pipeline with 16 AI agents that answer the phone, call leads back in about 90 seconds, chase invoices, and keep past customers warm. Free to start, no credit card.
I have no time to set up software. How fast is Orbit?+
Signup is free with no credit card, and the in-app assistant sets things up through plain chat: pipelines, tags, booking page. You can be approving your first drafted follow-ups the same day.
What exactly is free in Orbit?+
The free plan is free forever: all 16 agents with your own AI key, unlimited contacts, tasks, and notes, one pipeline, one booking page, 5 landing pages, 3 forms, 10 invoices, and 10 proposals.
What are the running costs?+
You bring your own keys, AI for the agents and Vapi if you want voice, and those providers bill you directly at cost with no Orbit markup. Typical solo usage runs cents to a few dollars a month.
Is it safe to let AI talk to my customers?+
You stay in charge. Every message waits as a card you approve, edit, or dismiss, voice is off by default with calling hours and daily caps, and every call is logged with a recording and transcript.
Stop being your own follow-up department
Free to start, no credit card. The agents answer, chase, and remind, and you approve it all from your phone.
Free forever plan. No credit card. No spam.