How it works

Setup 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 field team, and start capturing every conversation and visit.

1

Set up each rep in minutes

Phone reps get a dedicated Orbit number for voice and WhatsApp — calls forward to their actual phone while Orbit listens in the background. Field reps just open the app and start logging visits.

2

Orbit captures everything

Every call recorded, transcribed, and summarised. Every WhatsApp logged. Every field visit GPS-stamped with forms, photos and signatures. Powered by GPT-class models tuned for sales.

3

Managers get real visibility

Live dashboards show who's selling, what's working, which deals need attention — and where your field reps have actually been. All without forcing anyone to write 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 from card to capture.

Sign up. Add reps. Pick numbers (port or get new). Configure forwarding from your reps' existing phones. Field reps just install the app. Hook up a CRM if you want. That's it — Orbit is already listening to calls and ready to log visits.

  • No code, no consultants, no IT ticket
  • Existing rep phones keep ringing — no behaviour change
  • Local SA numbers + 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 1–2 — 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
  • Synced to your CRM if you want it
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 3–7 — 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
Sound good?

Try it on real conversations.

The fastest way to feel Orbit is to use it. Sign up and we'll have you live in about 15 minutes — pick a plan and your reps start capturing calls and field visits the same day.