Features

Everything you wish your
CRM actually did.

A complete rethink of how sales conversations and field visits get captured, organised, and actioned — without forcing reps to do data entry.

Auto-Transcription

Every call captured word-for-word with speaker labels. Searchable, taggable, and ready to reference months later when the deal needs reviving.

WhatsApp Auto-Reply

Train Orbit on your products and let it answer customer queries 24/7 in your voice — escalating to the rep only when it actually matters.

Smart Summaries

Every conversation distilled into key points, objections, next steps, and follow-up actions. Read in 10 seconds what a 15-minute call covered.

Manager Dashboards

Real-time visibility across every rep: call volume, talk-time, topics, sentiment, and conversion. Spot the slumps before they cost you the quarter.

Lead Scoring

AI flags hot leads based on what was actually said on the call — buying signals, urgency cues, decision-maker tells — not just engagement metrics.

Multi-Tenant Secure

Bank-grade isolation between client data. Each tenant has dedicated queues, storage, and AI context — your data never trains models or leaks across tenants.

Email Summaries

After every call, both the rep and the manager get a polished summary in their inbox. Forward straight to the prospect to confirm next steps.

CRM Integrations

Push calls into Salesforce, HubSpot, Pipedrive, Zoho, or your custom CRM via webhooks. Orbit feeds the systems you already use — no rip-and-replace.

Never Miss a Callback

Orbit catches missed calls, queues them, and pings the rep until they're handled. Auto-WhatsApp the caller in seconds so the lead stays warm.

GPS-Stamped Visits

Every field visit logged with location, time, photos and a signature. Proof the rep was on site, and a clean activity record without a single line of paperwork.

Custom Activity Forms

Build audits, stock checks, orders and call-cycle forms your way. Reps complete them on-site and Orbit turns each into a branded PDF, emailed to head office automatically.

Live Location & Route History

See where your field team is in real time, replay any rep's route for the day, and track customer coverage so call cycles actually match the territory.

A closer look

Beautiful where it matters.
Quiet where it shouldn't.

Call Intelligence

Every call, fully decoded.

Transcript, summary, sentiment, action items, and prospect notes — generated automatically the moment the call ends. Reps stop typing. Managers stop guessing.

  • Word-perfect transcripts with speaker identification
  • Auto-extracted action items, objections, and pricing mentions
  • Sentiment scoring to flag tense moments and buying signals
Calls WhatsApp Prospects Reports Settings Call with Karabo Mokoena +27 82 555 0142 · 4:32 · Today, 11:14 QUALIFIED ✓ AI SUMMARY Karabo runs a logistics company with 28 vehicles. Looking to replace 6 trailers in the next quarter. Budget approved. Decision maker: yes. Timeline: 4 weeks. SEND QUOTE CALL BACK FRI TRANSCRIPT Alex (Rep) · 0:12 Hi Karabo, thanks for calling Summit — how can I help? Karabo · 0:19 We're replacing 6 of our flatbeds and I was told to ask about your heavy-duty range... Alex (Rep) · 1:02 Got it. Do you need the 36-tonner or the 45? Karabo · 1:08 45. And we'd need them delivered before end of quarter.
WhatsApp Assistant

Answers in seconds.
Even at 11 PM.

Customer questions arrive on WhatsApp around the clock. Orbit's AI assistant — grounded in your product catalogue and tone — replies instantly, books appointments, and escalates the deals that need a human.

  • Trained on your products, pricing, and policies
  • Hand-off to humans the moment intent gets serious
  • Full audit trail — every reply visible to admins
SM Siyabonga (Prospect) ● Online · Orbit assisting Hi, do you guys do hospital-grade disinfectants? Need 200L per month. 22:14 Hi Siyabonga! Yes, our HD-7 range is SABS-approved for healthcare facilities. For 200L/month we'd put you on the bulk pricing tier — about R42/L. Want me to set up a call with Matt? 22:14 · Orbit AI Yes please, tomorrow morning? 22:15 Booked Matt for 09:30 Wed. He'll call your number. Have a great evening 👋 22:15 · Orbit AI 📅 Meeting booked · Lead handed to Kabelo S.
Manager View

Coach the team.
Not the spreadsheet.

See exactly who's having the right conversations, who's stuck, and where to coach. Stop relying on rep self-reporting — Orbit gives you objective signal from every interaction.

  • Per-rep leaderboards by calls, conversion, and quality
  • Topic trends — what prospects keep asking about
  • Coaching clips with timestamps to highlight wins and misses
Team Performance May 2026 · 12 reps Rep Leaderboard DR Daniel Roux 68 calls · 23 qualified R 412K KS Kabelo Sithole 52 calls · 19 qualified R 286K RB Riaan Botha 94 bookings · 41 new pts R 184K SM Sarah Mthembu 41 calls · 12 qualified R 178K JK James Khoza 37 calls · 8 qualified R 96K ⚠ COACHING SUGGESTED James — low close-rate on pricing objections Top Topics This Week Delivery times 87% Bulk pricing 71% Stock availability 58% Custom builds 44% Warranty terms 31% Sentiment 82% positive
Field CRM

Proof of every visit.
Captured on the spot.

Your reps on the road open the app, pick a customer, and capture the visit — GPS-stamped, photographed, signed. Custom activity forms become PDF reports the moment they tap submit. You see who went where, when, and exactly what happened.

  • GPS-stamped check-ins with photo & signature
  • Custom audit, order & stock-take forms → auto PDF
  • Live location, route history & customer coverage
Field Activity Today · 6 visits · Thabo M. ● LIVE Route replay · 42 km today Diplom Chemie · Edenvale -26.1408, 28.1531 · 11:24 CHECKED IN ✓ SHELF AUDIT Stock levels recorded Promo display photo Reorder captured SIGNATURE PDF report emailed ✓ Next: Cape Chem · 6.2 km away
Try it on real conversations

Live on real conversations in minutes.

Plug Orbit into your reps' phones and hand the field team the app. You'll know within the first three days whether it's the missing piece.