How to use Orbit

Orbit is free to start. Once you've created your account, set it up in four steps:

1. 1Create your free account at app.inorbit.one, no credit card required.
2. 2Connect Gmail + Google Calendar in Settings so Orbit can show your conversations on each contact, send on your behalf, and two-way sync events.
3. 3Add people: create a contact by hand, import a CSV, or save prospects straight from LinkedIn with the Chrome extension.
4. 4Install the Chrome extension so any LinkedIn profile is one click from becoming a contact.

Everyone you track is a contact. Each one carries a segment (Personal, Work, Lead/Prospect, Client), company, links, tags, and custom fields you define. Two things worth setting early:

1. 1Set a contact's timezone — Orbit then shows their current local time on their profile (and in the pipeline), so you never reach out at 3am.
2. 2Flag anyone you owe a reply with Follow up — it keeps them from slipping.

A pipeline is a visual board of deals by stage. Build the stages you actually use (Lead → Contacted → Proposal → Won, or your own), drag deals between them, and open a deal to set its value, notes, and owner. Each card shows the linked contact, so you always know who's behind the number.

Orbit's task system follows Getting Things Done. Capture anything to your Inbox, then clarify items into Next and Today with defer (start) and due dates, and group related work under Projects. Give a task a time and it appears on your calendar; leave it untimed and it waits in the list.

In Orbit a calendar event is simply a task with a scheduled time, so your to-dos and your day live in one place. The calendar two-way syncs with Google Calendar, and you can add guests to an event by name or email — Orbit sends the real invite.

Connect Gmail and every message with a contact shows on their timeline, alongside calls, notes, and deal changes. Compose with open/click tracking, images, and GIFs. Reply or Reply-all to any email right from the timeline (or the opened message) — it threads correctly and quotes the original. The dashboard's Recent replies widget surfaces the latest people who wrote you, newest first, with a check to mark each done.

Notes are long-form and organized in folders. @mention a contact in a note and it links straight to their timeline, so meeting notes and ideas stay attached to the people they're about.

Talk to Orbit in plain language and it does the busywork: create tasks, schedule events, add or update contacts — even set a contact's timezone from a location ("she's in Utah" → Mountain time). It always tells you what it did, so you can correct it.

When a deal enters a stage you choose, Orbit can automatically send a templated email from your Gmail — with an optional delay, attachments, and merge fields. Set it up in Settings → Automation. Great for instant lead follow-up or stage-based nurture.

Build a lead-capture form (bind each field to a contact field, and route a submission straight into a pipeline stage), and a landing page to host it at a public URL. Submissions create or merge a contact, capture the source/UTM, optionally open a deal, and notify you.

The dashboard is your at-a-glance start: open tasks, due today, contacts and clients, a month calendar, your pipeline, today's tasks, and the Recent-replies widget — everything that needs you, in one screen.

On any LinkedIn profile, click the Orbit extension to save the person as a contact — name, photo, and role — without leaving the page. It's the fastest way to turn a connection into someone you'll actually follow up with.

Call a contact's number from inside Orbit, with the call logged to their timeline so your history stays complete.

Mix and match — here are five common setups, each chaining the pieces above.