Every client conversation, in one history
When a client calls and asks 'did anyone respond to my email last week?' — the answer should take five seconds, not five Slack messages. Orbit ties every conversation, ticket, and note to the client record so anyone on the team can pick up the thread.
Who it's for
- Account managers handling multi-stakeholder client relationships
- Support teams where context lives across multiple inboxes
- MSP service managers responsible for client health
- Customer success teams tracking ongoing relationships
Pain points we solve
- Critical context buried in one person's inbox
- New techs onboarded without seeing the client's history
- Conversations and tickets tracked in separate tools
- No way to spot a client going quiet before they churn
How Orbit fits
Orbit's CRM-and-ticketing integration means every email, ticket, time entry, and AI-generated meeting summary lands on the client record. The result: a single, scannable history any tech, account manager, or leader can use to act fast and stay aligned.
What Orbit delivers
Unified client timeline
Emails, ticket activity, time entries, invoices, and notes appear on the client record in chronological order.
AI conversation summaries
Tuesday AI summarizes long ticket threads and meetings into readable highlights, so a new tech can ramp in minutes.
Quiet-client detection
Orbit flags clients with declining ticket volume or unanswered outreach, so account managers can intervene before churn.
Internal notes per contact
Per-contact notes capture preferences, escalation paths, and personality — without leaking to the customer view.
Multi-stakeholder mapping
Track every stakeholder at a client — primary contact, billing, technical lead, executive sponsor — and who actually responds.
When teams reach for this
- New tech ramping onto an existing account
- Account manager preparing for a quarterly review
- Service manager investigating a churn risk
- Sales rep prepping a renewal conversation
- Leadership reviewing top-account health
Frequently asked questions
- Does Orbit replace our email tool?
- No. Orbit captures and threads relevant client emails so they appear on the client record, but email itself still lives in your existing inbox. Think of Orbit as the system of record for the relationship, not the email client.
- How does this work with multiple stakeholders at one client?
- Each client record supports multiple contacts. Communication is threaded by contact, but a unified client view rolls up everything so the team sees the full picture.
- What if a client emails one tech directly?
- If the tech threads the email into Orbit (or replies through Orbit), it lands on the record. Direct one-off emails stay in the tech's inbox unless they're brought in — Orbit doesn't crawl personal inboxes.
Want to see how this works in Orbit?
Pick a 15-minute slot — we'll show how Orbit handles this in your workflow.
Pick a 15-min slot · No commitment required