ORBIT · CRM FOR SMALL TEAMS
From scattered signals to a clear next move. Leads, tasks and conversations in one workspace.
Juniper Bikes
Ada Brook · Website form
NEXT ACTION
Book discovery call
Due tomorrow · Maya Chen
CONVERSATION
“Can we see pricing for 3 locations?”
Sending it today — with a call slot.
WALKTHROUGH
New3
Juniper Bikes
Ada Brook · $22,000
Qualified2
Proposal2
NEXT ACTION
Send proposal to Ada
OPEN PIPELINE · 30 DAYS
$130,800
Waiting for changes
Every open deal on one board, with health, owner and next step visible without opening a record. Filter to what matters, then move it.
Describe how a lead should be handled once. ORBIT routes, qualifies and assigns follow-up the same way every time.
EXECUTION PATHSIMULATION · NOT A LIVE RUN
Choose a source and rule, then run the workflow.
Reports read from the same records as the board. Move a deal in the demo above and these numbers change with it.
REPORT · LEADS CREATED IN PERIOD · SAMPLE DATA
Notes, mentions and hand-offs live on the record, so context travels with the deal instead of a chat thread.
THREAD ON COPPERLEAF HEALTH
Sam Patel
Security review is the blocker. @Maya do we have the pack from Pinecrest?
Maya Chen
Yes — attached. I'll join Thursday's call.
Sam Patel
Moved next action to “Share security pack”, due Wed.
Hand-offs keep context
When a deal changes owner, notes, files and history move with it.
Mentions become tasks
Ask for something with @ and it lands in that person's next actions.
One source of truth
Board, table and reports read the same record — nothing to reconcile.
Quiet by default
Notifications only for what you own or were asked about.
THIS DEMO IS A CONCEPT. YOUR VERSION DOESN'T HAVE TO BE.
Raydn designs and builds custom CRMs, dashboards and internal tools shaped around how your team actually sells.
Build a platform around your business