Not in the enterprise sense. Orbit covers the daily loop of a small service business: leads, follow-ups, bookings and active work. There is no deal-desk module, no territory management and no 40-field contact form. If a spreadsheet plus your inbox almost works, Orbit is the step up.

Can I import clients from a spreadsheet?

Yes. Orbit imports CSV files and maps columns like name, email, company and stage during a short guided step. Most workspaces finish the import in under ten minutes.

Does Orbit replace my calendar?

No. Orbit syncs with the calendar you already use. Bookings and follow-up due times appear on your client timelines, and events you create in Orbit are pushed back to your calendar.

Can several people share one workspace?

Yes. The Studio plan includes 3 seats and Team includes 10. Everyone sees the same pipeline, the same follow-up queue and the same client timeline, so hand-offs stop living in chat threads.

What happens if I cancel?

You keep read-only access for 30 days and can export everything as CSV at any point, including during the trial. No export fees, no retention games.

Is there a free trial?

Fourteen days, every feature on the Studio plan, no card required. When the trial ends you pick a plan or export your data and walk away.

Client operations for small teams

Keep every client moving forward.

Orbit gathers your leads, follow-ups, bookings and active work into one calm workspace, so the next right thing is always on top.

Start free trial See it in action

14 days free · No card required · Export anytime

Orbit · Follow-ups

Today

Thu, Sep 17

Oyelaran MediaSend revised proposal v29:00 AM
Lindqvist InteriorsCall about kitchen quote11:30 AM
Ferreira ArquitectosKickoff workshop prep1:00 PM
Halloway DigitalChase invoice #10423d overdue
Castellanos EventsReply to intake form4:30 PM

3 / 14

New lead

2 / 14

In talks

2 / 14

Proposal sent

7 / 14

Active

Built for the people who do the work.

If your business runs on relationships, Orbit keeps the operational half out of your way.

Freelancers
Every lead and follow-up in one queue, not five apps.
Design studios
Proposals, bookings and project state on one timeline.
Consultants
Know who needs attention before the day starts.
Small agencies
Share client context without a weekly status meeting.
Solo advisors
CRM discipline without enterprise CRM weight.

Client details live in five places. None of them remind you.

Leads go cold in the inbox

Every day an inquiry sits unanswered, the odds of winning it drop.

Follow-ups live in your head

The client you meant to nudge on Tuesday surfaces again three weeks later.

Money waits on awkwardness

Nobody wants to chase an invoice, so the overdue ones quietly pile up.

Orbit replaces the patchwork with one workspace that keeps the next step visible.

See how it works

Follow-up queue

Know exactly who needs you today.

Every morning, Orbit sorts your open loops into one queue: overdue first, then today, then this week. Reply, call or nudge, and the next step reschedules itself. Nothing depends on remembering anymore.

Overdue items surface first, never silently
Done for the day means actually done
Next week's work is already queued

Orbit · Follow-ups

Today · 5

Oyelaran MediaSend revised proposal v29:00 AM
Lindqvist InteriorsCall about kitchen quote11:30 AM
Ferreira ArquitectosKickoff workshop prep1:00 PM
Halloway DigitalChase invoice #10423d overdue

This week · 5

Raghavan AdvisoryWed 9:00 AM
Ishida TranslationThu 2:00 PM
Marchetti LegalFri 10:00 AM

Clear today's five and you're done. The rest can wait.

Client timeline

Every client, one timeline.

Proposals sent and viewed, invoices paid, bookings confirmed, notes from the last call, stacked in order on a single page. Walking into a meeting cold stops being a thing.

Try it in the demo

Orbit · Oyelaran Media

Oyelaran Media

Marcus Oyelaran · Proposal sent

$9,600

Proposal v2 viewed by Marcus Oyelaran
Oyelaran Media · 40m ago
Kickoff workshop confirmed
Ferreira Arquitectos · Thu 1:00 PM
Invoice #1041 paid
Bauer & Kollegen · $6,400 · yesterday
Note added: prefers morning calls
Ishida Translation · yesterday
New lead from website form
Castellanos Events · 2h ago

Next: send revised proposal v2 · Today 9:00 AM

Automations

Let Orbit do the remembering.

Small rules that fire at the right moment: a check-in after a proposal is accepted, a nudge when an invoice drifts. You write them once in plain language.

Orbit · Automations

When proposal is acceptedthen create a check-in task 3 days later
When new lead arrivesthen schedule an intro-call task for tomorrow
When invoice is 7 days overduethen draft a polite nudge
When booking endsthen ask for a testimonial next morning

3 of 4 active. Try the switches.

Workload view

See the week at a glance.

Follow-ups, bookings and deadlines laid over seven days, so you can smooth the load before Friday becomes a wall.

Orbit · This week

Follow-ups per day

35 this week

Thursday is heavy. Orbit can spread non-urgent nudges to Friday.

Interactive demo

Try the pipeline. It's the real thing.

Move a client forward. This board behaves exactly like the product. No signup required.

Orbit · Pipeline

Pipeline · $98,450

0 moves

New lead

Castellanos Events

Naomi Castellanos

$6,200

Reply to venue-inquiry intake

Today, 4:30 PM

Raghavan Advisory

Priya Raghavan

$3,800

Send intro call link

Tomorrow, 9:00 AM

Weber Fotografie

Jonas Weber

$2,400

Qualify print-series scope

Thu, 11:00 AM

In talks

Lindqvist Interiors

Petra Lindqvist

$14,500

Call about kitchen renovation quote

Today, 11:30 AM

Marchetti Legal

Diego Marchetti

$7,900

Share retainer options

Fri, 10:00 AM

Proposal sent

Oyelaran Media

Marcus Oyelaran

$9,600

Send revised proposal v2

Today, 9:00 AM

Ishida Translation

Hana Ishida

$5,100

Follow up on sent proposal

Thu, 2:00 PM

Active

Bauer & Kollegen

Ingrid Bauer

$18,200

Deliver phase-2 board pack

Mon, 9:00 AM

Ferreira Arquitectos

Tomás Ferreira

$22,000

Kickoff workshop prep

Thu, 1:00 PM

Halloway Digital

Wren Halloway

$8,750

Chase invoice #1042

Today, 3:00 PM

Demo data. Moves aren't saved. In Orbit, each move updates the follow-up queue automatically.

Up and running in an afternoon.

Import the mess

Drop in the spreadsheet and the contact list. Orbit maps names, emails and stages. Most workspaces import in under ten minutes.

Orbit builds your queue

Every lead, follow-up and booking gets a next step and a due time. The patchwork becomes one ordered list.

Work the queue daily

Open Orbit with your coffee. Clear today's items, close the tab. The next steps reschedule themselves.

Priced like a tool, not a platform.

Every plan starts with 14 days free. No card required, cancel anytime, export everything.

Solo

$12 / month

For one person keeping every client warm.

1 seat
Unlimited clients
Follow-up queue
Client timelines
Calendar sync

Start with Solo

Studio

Questions, answered.

Not in the enterprise sense. Orbit covers the daily loop of a small service business: leads, follow-ups, bookings and active work. There is no deal-desk module, no territory management and no 40-field contact form. If a spreadsheet plus your inbox almost works, Orbit is the step up.

Something else on your mind? Ask us directly.

Start your 14-day trial.

Tell us where to send your workspace. We'll set it up, load your first clients and check in once. No drip campaign, no sales call unless you ask for one.

Every Studio feature during the trial
No card required
Your data exports as CSV, anytime

Your next client is already in your inbox.

Start the trial. Bring the spreadsheet. Orbit handles the rest.

Start free trial See pricing