Account management, service delivery, and revenue in one place
B2B service operators — technical consultancies, vertical SaaS support teams, professional services — need pipeline, delivery, and revenue working together. Orbit's CRM and PSA share a data model so growth never outruns operations.
Who it's for
- Technical consultancies
- Vertical SaaS support teams
- Professional services firms
- B2B service operators with recurring revenue
Pain points we solve
- CRM and delivery tools that don't talk
- Revenue collected weeks after delivery
- Account managers blind to delivery state
How Orbit fits
Orbit unifies B2B service operations: pipeline and account management on one side, delivery and billing on the other, sharing the same client record.
How it runs in Orbit
- 1Pipeline tracked alongside delivery
- 2Service delivery handled with ticket and project workflows
- 3Time and expenses flow to invoices
- 4Stripe payments tied to delivered work
- 5Leadership sees pipeline, delivery, and revenue in one view
What teams get
- No swivel-chair between tools
- Faster revenue collection
- Account managers and delivery on the same record
- Clear margin and utilization visibility
What Orbit delivers
Unified client record
Pipeline, contracts, tickets, time, and invoices on one record.
Account-manager view
Health, revenue, and delivery state at a glance.
Service margin
Real profitability per client and per project.
When teams reach for this
- Recurring-revenue consultancies
- Vertical SaaS support orgs
- Professional-services teams scaling beyond founder-led ops
Frequently asked questions
- Is Orbit only for IT service businesses?
- Orbit's strongest fit is IT and software service, but the platform works for any B2B service operator with tickets, time, agreements, and renewals.
- What makes Orbit a B2B service operations platform vs. just a CRM or PSA?
- A CRM stops at the deal. A PSA usually stops at the ticket. Orbit unifies CRM, ticketing, time tracking, recurring billing, and Stripe collection in one data model — every workflow shares the same client record from first touch through renewal, with Tuesday AI flagging risk across the full lifecycle.
- Does Orbit replace separate tools for sales, support, and billing?
- Yes — most B2B service teams running Orbit replace 3–5 tools: a CRM (HubSpot/Salesforce), a ticketing system (Zendesk/Freshdesk), a time tracker, an invoicing tool (QuickBooks/FreshBooks), and a dashboard layer. Orbit consolidates the workflows and the data model.
- How fast can a B2B service team migrate to Orbit?
- Typical migration timelines: a 10-person service team in 1–2 weeks; a 50-person operation in 3–6 weeks. Orbit imports client, contact, agreement, and historical ticket data; the long pole is mapping your custom workflows, not the data move itself.
Keep exploring
CRM pipeline management
Track every deal from first contact through close.
Service delivery visibility
See every ticket, SLA, and tech load in one view.
Profitability analysis
Real margin per client and per project, in real time.
What is PSA software?
The complete guide to PSA platforms for service businesses.
PSA vs CRM
Where they overlap, where they don't, and why modern platforms combine them.
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