More context
for your existing CRM.

Track customer activity. Understand buying signals.
Automate what happens next.

Works with your existing tools
CRMEmailMeetingsWebDocumentsMarketing•••More
NADirector
RR&D
PProcurement
PLQA
WWebsite
DDocuments
VEvents
Same CRM.
Greater impact.
The problem

Your CRM remembers.
Orbit understands.

Your CRM stores data. Orbit turns it into meaningful context so your team knows what to focus on and what to do next.

Typical CRM

ContactsWhat
ActivitiesWhen
DealsAmount
NotesHistory
ReportsData

With Orbit

Buying groupWho’s involved
Intent signalsWhat they care about
EngagementHow active
Risk detectionWhat to watch
Next best actionWhat to do
01Track

See the complete
B2B customer journey.

Bring activity across channels into one account view. No more scattered information.

EmailMeetingsWebsiteDocumentsEventsMarketing

Recent journey & activity

Today
Procurement viewed delivery price comparison/delivery-price-comparison
R&D downloaded technical dataXanthan Gum — Technical data
QA viewed ISO 22000 certificateQuality certificate
May 18, 2025
Production viewed practical applicationBird’s-nest beverage
Director viewed case studyRevenue growth — cost reduction
+ View all activities
Every interaction.
In one timeline.

Buying group

RoleRepresentativeEngagementPrimary goal
TMR&D / TechnicalFood Scientist
Trần Thị Maimai.tran@abcbirdsnest.vn
High85%

Quality, formula,
stability

LNProcurementPurchasing Manager
Lê Văn Namnam.le@abcbirdsnest.vn
High80%

Price, MOQ, terms

PLQA / QCQuality Manager
Phạm Thùy Linhlinh.pham@abcbirdsnest.vn
Medium60%

Safety, certificates,
compliance

HBProductionFactory Manager
Hoàng Quốc Bảobao.hoang@abcbirdsnest.vn
Medium55%

Production stability,
application

NADirector / OwnerCEO
Nguyễn Hoàng Anhanh.nguyen@abcbirdsnest.vn
Low25%

ROI, risk, brand

+ Add stakeholder
02Understand

Know who’s involved
and what matters.

Identify key stakeholders, detect missing engagement, and understand their goals with AI.

Map buying groupSee everyone who influences the deal

Analyze engagementSpot inactive stakeholders

Uncover goals & concernsUnderstand what each person cares about

03Automate

Turn signals into
the next action.

Orbit analyzes signals and recommends what your team should do next — so no opportunity is missed.

AI-powered insightsDetect risks and opportunities

Recommended actionsGet clear next steps

Sync to your CRMKeep your workflows, just smarter

Primary signals

Technical & formula interest

Price & terms comparison

Certification & quality interest

Alert

● 1 risk needs attention

Director / Owner has not engaged

Suggested next actions

1Send technical support invitation to R&DHigh
2Send optimized price sheet to ProcurementHigh
3Send full certificate set to QAMedium
4Connect meeting with Director / OwnerHigh
+ Create tasks from list
From signals
to action.
Interactive demo

Explore Orbit

One account. All the context.
Click on each tab to see how Orbit helps you understand
and move every deal forward.

Try it.
It’s real (mock data).
Accounts › ABC Bird’s Nest › Insight
⌕ ◉ NM
OverviewBuying GroupJourneySignalsAlertsNotes
Account score82/100High

↑ 15 points vs. 7 days ago

Buying stageLate Consideration

70% conversion likelihood

Engagement4 / 5
TMLNPLHBNA

Roles participating

Primary signals
  • Technical & formula interest
  • Price & terms comparison
  • Certification & quality

Buying group · 4 of 5 active

Trần Thị MaiR&D · 85%

Lê Văn NamProcurement · 80%

Phạm Thùy LinhQA / QC · 60%

Hoàng Quốc BảoProduction · 55%

Nguyễn Hoàng AnhDirector · 25%

Buying signals

Pricing page viewed three timesProcurement · High intent

Technical documentation downloadedR&D · High intent

ISO 22000 certificate reviewedQA / QC · Medium intent

Unified customer journey

Pricing comparedToday · Website

Technical data downloadedYesterday · Content

Certificate reviewedYesterday · Document

Orbit AI recommendations

The deal is progressing, but the decision maker is still outside the conversation.

Bring the Director into an ROI discussion within five days.

Schedule executive ROI discussionHigh priority

Send technical sample planHigh priority

How Orbit fits

Connect your data.
Add intelligence.

Orbit sits on top of your existing CRM and customer data stack, unifies signals from every channel, and enriches your accounts with actionable intelligence.

See integration options →

Your Data

✉ Email◉ Meetings◎ Website▤ Documents◇ Marketing••• More
Orbit mascot

Track
Understand
Automate

Your CRM

SalesforceHubSpotMMicrosoft Dynamics◈ Custom CRM••• More

Book a demo

Tell us a little about your sales team. We’ll show Orbit using a journey that looks like yours.

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