The Orbitly blog

Practical guides on sales, money, support and people, written by the team that builds Orbitly.

Start with one app, and let the rest follow

You do not need to buy a suite to use a suite. Here is a calm way to begin with a single app and add the next one only when it earns its place.

How a single customer record travels through CRM, quotes, invoices and support, so nobody has to ask "can you forward me that email?" again.

Month end is easy when every week is a little tidy. A short routine for invoices, payments, bank lines and bills.

Queues, service goals and a first draft written for you. How small teams keep support calm as the inbox grows.

Timelines, boards and time tracking in Projects: what to set up on day one, and what to look at every Monday.

How hiring, onboarding, time off and payroll can use the same employee record instead of four spreadsheets.

A booking page connected to your calendar means no more "does Thursday at 3 work?" emails. Here is how to set one up well.

Small lists, honest subject lines and one clear action. Practical habits for sending email that earns the next open.

Who should be able to see payroll? Who can send invoices? A short guide to roles, invitations and sign-in rules in the admin console.

A plain way to decide between paying per app and paying one price per person for the whole suite.

Open your first app in a few minutes. Many apps have a free plan.