How it works

Set up in 15 minutes.
Working before lunch.

No engineers. No long sales cycle. No implementation partner. Point a number at Orbit for your phone team, hand the app to your road team, and start capturing every conversation, every visit and every quote.

1

Set up each rep in minutes

Phone reps get their own Orbit number for calls and WhatsApp, and calls still ring their normal phone while Orbit listens in the background. Field reps install the app and start logging visits.

2

Orbit captures everything

Every call recorded, transcribed and summarised. Every WhatsApp answered and logged. Every visit GPS-verified with forms, photos and signatures. Every quote and invoice off the same record.

3

You finally see the whole business

One dashboard shows who is selling, what is working, which deals need attention and where your road team actually went today. Without anyone writing a single note.

Day-by-day

What the first week with Orbit looks like.

Most teams hit "wow" by day three. Here's the realistic timeline from sign-up to insight.

Day 0 · Setup

15 minutes to set up.
One business day to your number.

Sign up. Add reps. Request your numbers, and we register each one to your business and handle the local regulatory paperwork, usually within a business day. Once they are live, Orbit shows you the exact code to forward your existing line, then confirms the first call actually landed. Field reps install the app and start logging visits the same day.

  • No code, no consultants, no IT ticket
  • Existing rep phones keep ringing, so nothing changes for your reps
  • Local SA numbers and WhatsApp Business included
Setup · Step 2 of 4 REP 1 Daniel Roux +27 10 590 0142 ACTIVE REP 2 Kabelo Sithole +27 10 590 0143 ACTIVE REP 3 Riaan Botha + assign number Continue to forwarding →
Days 1 to 2 · Capture

Every call, instantly logged.

Reps just take calls as normal. Within seconds of hanging up, a full transcript, summary, and action items land in the dashboard and in the rep's inbox. WhatsApps are answered automatically by your AI assistant. Out in the field, every visit is GPS-stamped and its form becomes a PDF the moment it's submitted.

  • Speaker labels, sentiment, and topic tagging
  • Missed calls trigger auto WhatsApp follow-up
  • Quotes and invoices raised straight off the same record
Live activity · last 30 minutes Daniel R. · call ended (4:32) Karabo Mokoena · qualified · send quote by Fri 2 min ago WhatsApp auto-reply sent Siyabonga M. · bulk pricing query · booked Kabelo for Wed 09:30 6 min ago Summary delivered to inbox Kabelo S. · Cape Chem Solutions · key account renewal · follow up Mon 12 min ago Missed call recovered Caller +27 82 555 0188 · auto WhatsApp sent · awaiting reply 18 min ago CRM updated 3 contacts pushed to HubSpot · 1 new deal stage 23 min ago
Days 3 to 7 · Insight

Managers stop guessing.

By the end of week one, your dashboard already shows who's converting, what prospects keep asking for, and where reps are getting stuck. Coaching becomes data-driven, not vibes-driven.

  • Per-rep leaderboards by calls, conversion, and quality
  • Topic trends: what prospects keep asking
  • Coaching alerts when a rep's pattern slips
Week 1 insight digest CALLS CAPTURED 342 +28% vs last week CRM HOURS SAVED 31.4 = ~ R 11 000 reclaimed RECOVERED LEADS 17 via auto WhatsApp What prospects keep asking Delivery times Bulk pricing Stock availability
Month 1 · The business runs on it

The admin stops being a job.

By the end of the first month the loop closes on its own. A call gets summarised, the quote goes out off that summary, the customer accepts it on a link, and the invoice raises itself. The coverage radar surfaces the customers nobody has physically visited since March. The end-of-day digest lands in your inbox so the evening phone-around stops. Nobody typed a note to make any of that happen.

  • Quotes and SARS-compliant invoices off the conversation that created them
  • Automations chasing the follow-ups your team keeps forgetting
  • An end-of-day digest instead of phoning around for updates
The loop, running by itself 1 Call summarised Karabo Mokoena · 6 units · budget approved automatic 2 Quote sent on WhatsApp 6 x HD-45 flatbed · R2,766,000 excl VAT one tap 3 Customer accepted on the link No login, no printing, no signed copy to chase accepted 4 Tax invoice INV-0148 raised Correct VAT, gapless numbering, on the customer record automatic
Sound good?

Try it on real conversations.

The fastest way to understand Orbit is to use it. Sign up and you are live in about 15 minutes. Your first month is free and everything is included, so there is nothing to weigh up.