Pipeline visibility without leaving the platform
A CRM that's disconnected from delivery is a CRM that lies. Orbit's pipeline lives on the same client record as tickets, time, and invoices — so what you sold and what you delivered are never in different systems.
Who it's for
- MSPs selling retainers, projects, and add-on services
- Service businesses doing inbound and outbound sales
- Account managers running expansion plays
- Founders running sales themselves
Pain points we solve
- Sales pipeline in one tool, delivery in another
- Forecasts built from gut feel, not signal
- Renewals slipping because no one owns them
- Expansion opportunities buried in support history
How Orbit fits
Orbit treats sales, delivery, and account management as one continuous workflow. Pipeline stages move deals from inbound to closed-won. Closed deals turn into agreements and projects. Account managers see signal from delivery (tickets, escalations, satisfaction) to inform expansion.
What Orbit delivers
Configurable stages
Define stages that match your sales motion — inbound, qualified, demo, proposal, closed-won, closed-lost.
Activity tracking
Calls, emails, and meetings logged against the deal and the client record.
Deal-to-delivery handoff
Closed-won deals can spawn projects, agreements, or onboarding flows automatically.
Renewal and expansion tracking
Existing-client deals (renewals, upsells) live alongside the relationship, not in a separate funnel.
Pipeline forecast
Weighted pipeline view by stage, owner, and expected close date — exportable for finance review.
When teams reach for this
- MSP inbound lead flow from website forms
- Outbound prospecting tracked against account records
- Renewal pipeline for retainer agreements
- Expansion opportunities surfaced from delivery data
Frequently asked questions
- Can we have multiple pipelines?
- Yes. New-business pipeline, renewal pipeline, and expansion pipeline can be separate views with their own stages.
- How does this differ from a standalone CRM?
- Orbit's pipeline shares its data model with tickets, time, and invoicing. A standalone CRM would require integrations that often drift; Orbit removes the integration layer.
Want to see how this works in Orbit?
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