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Orbitly

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.

The Orbitly team · · 1 min read

The most common mistake when a team picks business software is trying to switch everything on at once. A new tool for sales, another for invoices, another for support, all in the same month. By week three nobody remembers where anything lives.

Pick the app that hurts most

Ask the team one question: what did we lose track of this week? If the answer is leads, start with CRM. If it is money owed, start with Invoice or Books. If it is customer emails, start with Desk. One app, one clear job.

Give it a real week

Move one live piece of work into it and use it for seven days. Do not import ten years of history on day one. A small, real start teaches you more than a perfect migration.

Add the next app when the first one asks for it

This is where a connected suite earns its keep. When you raise your first invoice for a customer you already added in CRM, you will not type their details again. That is the moment to add Books, not before.

  • Every app shares one account and one sign-in.
  • People and roles are set up once, in the admin console.
  • Many apps have a free plan, so adding one costs nothing to try.

A simple rhythm

Add one app a month, review how it went, and only then decide on the next. If an app is not helping, you can leave it. Nothing else depends on it being there.

Software should follow your work, not the other way round.

Ready to try it? Create your account and open your first app in a few minutes.

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Put it to work

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