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Getting started with Orbit: your first 15 minutes

In your first 15 minutes with Orbit you can create a workspace, add your first contact, build a simple deal pipeline, and try Hiro, your AI assistant. Orbit is a simple all-in-one CRM with a free plan, and you only need an email address to start. AI comes standard on every plan, with monthly credits included. No credit card, no sales call.

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What you are setting up

Orbit is a CRM built for one person, with one AI assistant called Hiro built in. Today you are getting the skeleton in place: a workspace, one contact, one pipeline, and the basics that work the moment you sign up. Hiro is there when you want it, and it never acts without your approval.

By the end you will have a working CRM. If you want the deeper tour of every feature afterward, the full product guide walks through all of it.

How do I get started with Orbit?

Open app.inorbit.one and follow these in order. The whole thing takes about 15 minutes.

  1. 1Create your workspace. Sign up with your email, name your workspace (your business name works fine), and you land on an empty dashboard. A workspace is your private, isolated world: contacts, deals, tasks, and notes all live inside it.
  2. 2Add your first contact. Click New contact, type a name and email, and save. Add a phone number if you have one. The contact opens to a timeline that will fill with emails, meetings, and notes over time.
  3. 3Build a pipeline. Go to the Deals area, create a pipeline, and add a few stages. If you are unsure what stages to use, start with the 5-stage setup in how to set up a sales pipeline. Drag your new contact in as a deal.
  4. 4Meet Hiro. Open the assistant with Cmd or Ctrl-J. Ask it to draft a follow-up to your contact, or to sort your tasks. It returns a draft you can read, edit, and approve. Every workspace gets free monthly AI credits, so there is nothing to paste or configure.
  5. 5Approve your first draft. Read what Hiro wrote, change a word if you like, and approve it. That is the whole loop: Hiro does the busywork, you make the call. Nothing sends on its own.

The 3 settings to change first

Most people skip these and regret it. Two minutes now saves confusion later.

  • Your time zone and working hours. Settings uses these for task due dates and the calendar. Get them right before you start scheduling anything.
  • Your name and signature. Set how you sign emails, so when Hiro drafts a follow-up it already reads like you wrote it, not like a robot.
  • Hiro and your AI credits. Hiro comes with monthly AI credits included on every plan, with no API key to paste. You can top up with credit packs later, and paid plans can bring their own key if credits run out.

Nothing Hiro produces sends on its own. Every draft, reminder, and suggestion arrives as a card you approve, edit, or dismiss. Your judgment is always the last step.

Keep exploring

Import your contacts
Bring your list in from a CSV or LinkedIn in a few minutes.
Set up your pipeline
The 5-stage pipeline that helps solo businesses close more.
Turn on Hiro
Switch on Hiro and pick where to start.
What is a personal CRM?
The plain-English idea behind a CRM built for one person.

Frequently asked questions

How do I sign up for Orbit?+

Go to app.inorbit.one and sign up with your email. The free plan needs no credit card. You name a workspace, land on an empty dashboard, and can add your first contact right away. The whole signup takes under two minutes.

Do I need a credit card to start using Orbit?+

No. Orbit has a free plan with no credit card required: 250 contacts, one pipeline, tasks, calendar, an email inbox (100/mo), and basic Tables. Pro is $14/mo or $112/yr with an optional 30-day free trial (card required at signup). AI comes standard on every plan, with monthly credits included.

Does the AI assistant work right away?+

Yes. Hiro is built into every workspace and comes with free monthly AI credits, so there is nothing to paste or configure. Open it with Cmd or Ctrl-J and ask it to draft a follow-up or sort your tasks. Everything it produces waits for your approval.

What should I set up first in Orbit?+

Change three settings first: your time zone and working hours, your name and email signature, and whether you want to lean on Hiro, the AI assistant. These make tasks, calendars, and any Hiro drafts behave correctly from day one. Everything else can wait.

How long does it take to set up Orbit?+

About 15 minutes to get a working CRM. That covers creating a workspace, adding a contact, building a pipeline, and trying Hiro on a first draft. AI comes with free monthly credits, so nothing to configure. You can deepen the setup over the following days.

Your first 15 minutes are free

Create a workspace, add a contact, and run your pipeline. Free plan, no credit card. Hiro is built in with free monthly credits.

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