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CRM

CRM with a built-in client portal

A client portal that's not connected to the CRM is two systems to maintain. Orbit's portal lives on the same data as the CRM.

Who it's for

  • Service businesses offering self-service to clients

Pain points we solve

  • Separate portal tools

How Orbit fits

Portal native to the platform.

Capabilities

What Orbit delivers

Native portal

Same data, client-facing view.

Per-client branding

Optional branding per client.

Common use cases

When teams reach for this

  • MSP client self-service
  • Internal IT employee portal
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