The people board
A board of everyone in any tracker, laid out in shared stages: New, Contacted, Replied, Call booked, Won, Lost. Drag a card to a new stage and the underlying tracker row updates with it. Agents read the CRM too, so they always know where a person stands.- Booked meetings move people to Call booked on their own (with a connected Gmail or Outlook calendar).
- Editable stages: rename, reorder, add, or remove stages for both people and deals.
- Upload contacts from CSV with column matching, up to 2,000 at a time.
The contact card
Open anyone and you get:- Overview with their links and an AI read on them.
- Conversations across every channel (LinkedIn, WhatsApp, email, and the rest) plus a timeline.
- Timeline of everything that happened: stage changes, notes, messages, meetings, deals, and agent tasks.
- An owner agent on every card, so you know who is working the relationship.
Deals
Track value, currency, close date, owner agent, notes, and a lost reason. The top of the board shows open pipeline, won in the last 30 days, and win rate. Win a deal and its contact moves to Won automatically.Put your agents on it
- Bulk actions: tick up to 50 people and ask an agent to reach out, follow up, or research them. Orbit workers start at once.
- Every new lead from a lead form or a connected channel lands here with its details.
Catch leads instantly
A new lead gets a reply from your agent in seconds.
Every reply in one inbox
The People Inbox and how replies get drafted.