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OrbitlyCRM

Track every lead from first hello to paid invoice, with automation for the routine work, AI that reads the room and forecasts you can trust.

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From ₹499 per user per month. No card needed.

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Sales, managers and the people who deliver all work from the same pipeline and the same customer record.

AI built in

Open any deal and the story so far is already written, with the next step suggested and a reply drafted in your voice.

  • Deal summaries that stay current
  • Next best action from real activity
  • Reply drafts you can edit and send
  • Ask questions in plain language, like which deals are at risk
Pipeline

One board, one version of the truth

Give each team its own stages and see every deal at a glance. Drag to move, and everything downstream updates.

  • Stages, values and age on every card
  • Separate pipelines per team or product
  • Win and loss reasons captured as you go
Automation

Let rules do the routine work

Assign owners, nudge quiet deals and hand won deals to Invoice without writing code.

  • Triggers on create, change or a schedule
  • Approvals for discounts and large deals
  • One rule can notify chat and create tasks
Forecasting

Forecasts that match reality

Quotas, commit calls and best case by person and team, built from the deals your team is really working.

  • Roll up by owner, team or product
  • Commit, best case and pipeline views
  • Drill from a total to the deals behind it

Reach customers

Every conversation on one record

Email, WhatsApp, calls and meetings are logged against the person, so whoever picks up next already knows the story.

See the record
Close the deal

Quote, sign and invoice in one thread

Build a quote from your price list, send it for signature and watch the invoice appear when it is accepted.

See Sign
Run the week

Pipeline reviews in ten minutes

See what moved, what stalled and who needs help, straight from the board, with no spreadsheet prepared beforehand.

See the pipeline
Hit the number

Targets everyone can see

Quotas, progress and commit calls by person and team, with the open deals behind each figure one click away.

See forecasts

Shared account and customer record across Orbitly, plus the tools you already use.

OrbitlyInvoiceProfessional invoices in a minuteOrbitlySignSend it, sign it, doneOrbitlyDeskOne inbox for every customer requestOrbitlyCampaignsEmail marketing that lands in the inbox
OrbitlyBookingsLet customers book time with you, not your inboxOrbitlyMailBusiness email on your own domainOrbitlyCalendarOne calendar for the whole teamOrbitlyFormsForms that collect answers and payments
  • Gmail
  • WhatsApp
  • Google Calendar
  • Zoom
  • Stripe
  • Razorpay
  • MailChimp
  • Google Sheets

CRM from ₹499 a month

Per user, billed yearly. Upgrade in place when you need more, and bundle every app with Orbitly One.

Compare all appsSee the bundle
₹499/ user / monthPreview price, subject to change.

Compare CRM plans

Compare CRM plans
FeatureStandard₹499 / user / monthFor teams getting going.ProfessionalMost popular₹900 / user / monthFor growing teams that want automation.Ultimate₹1,400 / user / monthFor companies that need control.
UsersUp to 15UnlimitedUnlimited
Leads, accounts and deals
Forecasting and targets
Custom data model
Views and filters
Workflow automation
Analytics
Works with every Orbitly app
SupportEmailPriority emailDedicated manager
Choose a planChoose StandardChoose ProfessionalChoose Ultimate

Browse the Help Center
Can I start with something simpler?

Yes. Bigin is the light edition for small teams. Upgrading to CRM keeps all your data in place.

Does CRM connect to invoicing?

Yes. A won deal can create a quote, an invoice and a payment link without re-typing.

How do I bring my data over?

Import contacts and deals from a spreadsheet or another CRM. A duplicate check runs as they come in.

Can I control who sees what?

Yes. Roles decide access to modules, fields and records, down to the team.

Is there a free plan?

You can start free with Bigin. See the plan table below for CRM itself.

How does the AI work with my data?

Summaries and suggestions use only the records you can already see, and nothing is shared across organisations.

Set it up in minutes. Add the rest of Orbitly whenever you are ready.

Get started freeSee pricing
  • No card needed
  • Many apps have a free plan
  • One account for every app