These ten Orbit tips are the small moves that separate using a CRM from running on one. From the quick-add c shortcut to custom fields as deal scores to the setting that makes Hiro sound like you, each takes a minute to set up and saves you hours over a month.
Numbered so you can jump to the ones you do not already use.
Bookmark this page. Most people find tip 5, talking to Hiro with Cmd or Ctrl-J, and tip 8, custom fields as deal scores, months after they could have. Set them up today and skip the wait.
If you only do three: pin your smart views, batch Hiro's cards, and tune its voice. Those three change how Orbit feels day to day. The card batch alone turns the assistant from background noise into a tidy AI sales assistant queue you clear over coffee.
And do not sleep on notes-as-daily-log. It is the most affordable habit with the biggest payoff, because remembering what someone told you last time is the whole game. It pairs perfectly with how to take meeting notes in a CRM.
Press c anywhere to quick-add. It lets you drop a contact, task, or note without leaving what you are doing. Capturing in the moment is the single best CRM habit, because the context you would forget by Friday gets saved while it is fresh.
Select the contacts you want, then apply a tag to the whole batch in one action. This bulk-tagging move is the fastest way to organize an imported list or a stack of new saves, and it makes your smart views accurate immediately instead of one contact at a time.
Open Hiro with Cmd or Ctrl-J from anywhere in the app. Ask it to draft a follow-up, summarize a contact before a call, clean up duplicates, or recap your week. It drafts the work and you approve, edit, or dismiss it. Nothing sends on its own.
Add a custom field to your pipeline like "fit 1-5" or "urgency", fill it in as deals come in, then sort or filter by it. Your pipeline now ranks itself, so you work the highest-fit, most-urgent deals first instead of just scrolling through everything that happens to be open.
Tune Hiro's tone and length settings so its drafts match your real voice. The closer its phrasing is to how you actually write, the more cards you approve without editing. It is a one-time adjustment that pays off every morning when its follow-up drafts land.
Set them up and run your whole CRM on autopilot. Free plan, no credit card.
Free forever plan. No credit card. No spam.