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Orbit · Sales pipeline

OrbitA pipeline that measures itself.

Leads move through stages that mean something. Every call, email and reply is logged once, and conversion is worked out from that log instead of typed into a report.

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The trial switches on all four products · No card needed

Everything in Orbit

Leads, deals, contacts and activities with a drag-and-drop pipeline, follow-up reminders and conversion reports. Won deals flow into Folio.

Leads

Table and board by stage, with quick add. Source and sector on every lead, one owner and one reviewer, and a next action with a date.

Stages with rules

New, Contacted, Engaged, Meeting booked, Meeting done, Proposal sent, then Won, or Lost or Disqualified with a reason. A lead moves one step at a time: Contacted needs a logged outreach, Engaged needs a logged reply.

Activities

Calls, emails, meetings, notes and follow-ups, with Today, Overdue and Upcoming lists so no follow-up slips.

Deals

A kanban by stage with values; drag to move. When a deal is won, turn it into a quote or invoice in Folio.

Contacts and one client record

Everyone you talk to, linked to the company record your whole workspace shares.

Reports

Cold vs warm conversion, by source, by owner, and won and lost reasons.

Pipeline dashboard

Value by stage, won this month, conversion and follow-ups due today.

Your own stages and lists

Set your stages, sources, lost reasons and sectors to match how you sell.

Lead timeline

Every touch on one timeline

Log a call in two clicks, set the next follow-up, and see the whole history of a lead before you pick up the phone. Converting a lead creates the client and the deal together.

  • Calls, emails, meetings, notes and follow-ups
  • Next action and date on every lead
  • Convert to client and deal in one step
Conversion

Cold and warm conversion, counted not guessed

Cold conversion is meetings over leads contacted; warm is meetings over leads that replied. Both come from the activity log, by source and by owner.

  • Conversion by source and owner
  • Won and lost reasons
  • Pipeline value by stage

Up and running with Orbit

  1. Step 1

    Add or import leads

    Source and sector on each; one owner, one reviewer.

  2. Step 2

    Log every touch

    Calls, emails and meetings move leads forward.

  3. Step 3

    Work the follow-up list

    Today, overdue and upcoming, every morning.

  4. Step 4

    Win the deal

    Drag it to Won and raise the quote or invoice in Folio.

Better with the other three

Same login, same client list, same people. Nothing to sync.

Won deals become invoices

Create a quote or invoice in Folio from a won deal, with the client already filled in.

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The client exists once

Converting a lead creates the shared client record that Work projects and Folio invoices use.

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Search everything

Leads and deals show up in the workspace search and in Arc.

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What it doesn’t do (yet)

So you can decide quickly, here is what is not built today.

  • Sending or syncing email and DMs
  • Calendar sync
  • Automated sequences
  • AI lead scoring

Orbit pricing

A sales user is anyone who can work leads and deals. People who only view don’t count. Or take Suite: all four products for ₹149 per person a month.

15-day free trial of everything · No card needed · Prices exclude 18% GST

Orbit

₹149/ sales user / month

Minimum 2 sales users (₹298 a month)

Leads, deals, contacts, activities and pipeline reports.

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Best value

Suite: all four

₹149/ person / month

Start your 15-day trial

  • Flowbit Work

    Tasks, projects and teams in one calm place.

  • Muster Business

    HR and payroll built for Indian teams.

  • Orbit

    A CRM that follows up for you.

  • Folio

    GST invoices and receivables without the spreadsheet.

Every product, everyone on the team · Minimum 10 people (₹1,490 a month)

  • Yearly costs 10 months’ price for 12 months.
  • After the trial, the workspace stays read-only for 30 days while you choose a plan. Your data stays.
  • Pay by card, UPI or netbanking through Razorpay. Every payment gets a GST invoice from Flowbit Technologies.

Orbit questions

Flowbit

Everything in flow. Nothing in the way

Try Orbit with the rest of Flowbit.

All four products for 15 days. No card needed, nothing to install, ₹ and GST built in.

Start your 15-day trial Book a demo