Use case
Track relationships, not just transactions
Client relationships are the asset, but most CRMs treat them as a database. Orbit captures the actual interactions — calls, emails, meetings, tickets, invoices — and surfaces the relationship over time.
Who it's for
- Account managers responsible for retention
- Sales teams selling into existing accounts
- Service managers monitoring delivery quality
Pain points we solve
- Relationship history scattered across tools
- No timeline view of an account
- New account managers starting cold
How Orbit fits
Every interaction lands on the client record. The timeline shows the relationship. The team works from one history.
Capabilities
What Orbit delivers
Unified timeline
Calls, emails, meetings, tickets, invoices on one record.
AI summaries
Tuesday AI summarizes long timelines into the relevant highlights.
Common use cases
When teams reach for this
- AM transitions
- QBR preparation
- Sales conversations into existing accounts
Get started
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