> ## Documentation Index
> Fetch the complete documentation index at: https://docs.orbitagents.com/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM: people and deals

> Every person and every deal your agents touch, in one pipeline your whole team reads and updates.

The CRM is where everyone your agents talk to, and every deal they work, lives in one place. It is built on your [trackers](https://docs.orbitagents.com/concepts/vault.md), so the people your agents find and message are already here. Nothing to import to get started.

## 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](https://docs.orbitagents.com/use/lead-forms.md) or a connected channel lands here with its details.

> [card] [Catch leads instantly](https://docs.orbitagents.com/use/lead-forms.md)
>
> A new lead gets a reply from your agent in seconds.

> [card] [Every reply in one inbox](https://docs.orbitagents.com/concepts/inbox.md)
>
> The People Inbox and how replies get drafted.


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