Close the whole loop.
Not just the deal.
Revenue Orbit is a modern CRM for technical sales — qualify with interviews, configure products and quotes, automate your follow-ups, and close with contracts and weighted forecasting. All in one place.
Your CRM Should Help You Sell — Not Slow You Down
Most CRMs become data-entry systems with half-built contracts, spreadsheet quotes, and forms that sit outside your pipeline. Revenue Orbit ties it all together.
Too Much Admin
Reps spend more time updating fields than closing deals. Your CRM shouldn't feel like homework.
Unreliable Forecasts
Pipelines look healthy until they aren't. You need weighted signals and risk flags, not guesses.
Fragmented Stack
Qualification in one tool, quotes in another, contracts in a third — with broken handoffs between each.
Qualify. Configure. Nurture. Close.
Four end-to-end workflows — built on a CRM foundation — so a deal never leaves your system between stages.
Capture & Qualify
Understand every prospect before a rep picks up the phone.
- Public lead capture URLs — per-rep attribution
- Qualifying interviews with conditional logic
- Auto-assigned leads & in-app alerts
- Lead → Deal conversion with one click
Build & Configure
Turn answers into accurate quotes and executable contracts.
- Guided product configurator wizard
- Seed configurations from interview answers
- Line-item quotes with PDF export
- Contract templates with merge tags (PDF & Word)
Engage & Nurture
Stay top-of-mind automatically — from first touch to signed.
- Sequenced email follow-up campaigns
- Auto-pause on reply, qualified, won, or lost
- Business-hours send windows & weekend skip
- Open / click / bounce tracking built in
Track & Close
See what's actually going to close — not what reps wish would.
- Weighted pipeline forecasting
- Deal risk scoring & activity flags
- Unified timeline (email, notes, tasks, events)
- Dashboards & sales quotas
Qualify prospects before the first call.
Send branded questionnaires via unique links or publish a lead-capture URL — auto-assigned to whichever rep shared it. Answers flow straight into your CRM and can seed a product configuration with one click.
- Multi-page forms with progress tracking and auto-save
- Conditional logic — show questions based on earlier answers
- Per-rep attribution on shared capture URLs (
?r=) - Branded with your logo, company name, and contact info
- In-app notifications when prospects submit
Stop building quotes in spreadsheets.
Configure platforms, features, and license types in a guided wizard. Pricing calculates in real time, and a quote is generated with line items ready to PDF or email.
- Admin-managed product catalogs with SKU mapping
- Platform · feature · license type selection
- Separate line items for technology access fees & add-ons
- Seed from a qualifying interview — one click
- Multiple revisions per deal, versioned history
Follow up like a 50-rep team — with no extra software.
Build sequenced email Topics with per-step delays, assign leads or contacts in bulk, and let Revenue Orbit run the cadence. Replies, qualifications, and won/lost deals auto-pause the sequence so nobody gets the "still thinking about it?" email after they already said yes.
- Per-step delays in minutes, hours, days, or business days
- Send-window guardrails — business hours, skip weekends
- Auto-pause on reply, lead qualified, deal won, or deal lost
- Open / click / bounce tracking with badges on the timeline
- Cross-feature suppression: bounces and complaints block future sends everywhere
- Send via Gmail or Outlook — or via Revenue Orbit with no setup required
See what's really going to close.
Every stage has a probability. Every deal has a risk score. The pipeline tells you weighted revenue — not rep optimism — and flags stalled deals before they slip.
- Weighted pipeline totals per stage and for the full forecast
- Risk scoring with factors (no activity, missing decision maker, unopened proposal)
- Drag-and-drop kanban with keyboard navigation
- Sales quotas with monthly targets and grid editor
- Dashboard metrics & activity timeline per deal
Everything You Need — In One Place
A CRM that replaces the spreadsheet tab, the quote template, the contract tool, and the form builder.
Qualifying Interviews
Branded questionnaires with conditional logic, auto-save, and multi-page forms. Shareable URLs with per-rep attribution.
Product Configurator
Guide reps through platform, feature, and license selection — then generate a quote automatically. Seed from interview answers.
Automated Follow-Ups
Sequenced email Topics with per-step delays, send-window guardrails, and auto-pause on reply, qualified, won, or lost.
Deal Workspaces
Unified per-opportunity: notes, tasks, files, emails, activity timeline, and stakeholders. Custom pipeline stages with colors.
Weighted Forecasting
Stage probabilities multiply deal values into weighted totals. See what your pipeline is really worth this quarter.
Deal Risk Scoring
Automatic risk flags for stalled activity, missing decision makers, and unopened proposals. Catch slipping deals early.
Built-In Contracts
Templates with merge tags, PDF & Word export, numbering, and status tracking from draft to executed.
Quote Generation
Line items, PDF export, multiple revisions per deal. Auto-populated from product configurations.
Email, Tracking & Compose
OAuth Gmail/Outlook sync, auto-link to deals and contacts, or send via Revenue Orbit with no setup. Open / click / bounce tracking on every send.
Lead Management
Capture from URLs or import, qualify with interviews, convert to deals with one click. Lead sources tracked end-to-end.
Contacts & Companies
CSV import with smart field mapping, instant search, file attachments, and full interaction history.
Tasks, Calendar & Timeline
Assigned tasks with notifications, a shared calendar, and a unified activity timeline per deal — emails, notes, and events mixed together.
Email Campaigns
Templates with merge fields, cross-feature suppression, CAN-SPAM physical-address footers, and one-click unsubscribe compliance.
Works wherever you work.
Install Revenue Orbit on your phone, tablet, or laptop in two taps — no app store required. The whole CRM, every list, every modal, is purpose-built for the small screen.
Install as an app
One-tap install on iOS, Android, macOS, and Windows. Home-screen icon, splash screen, the works.
Mobile-first lists
Every list page renders as touch-friendly cards on phones — not a squished desktop table.
Pull-to-refresh
Native gesture support. Drag down to reload, just like the apps your reps already use.
Auto-update banner
When we ship, you'll see a one-tap reload prompt — with release notes — on your next visit.
Why Teams Switch to Revenue Orbit
A CRM built for closing, without the tier traps or bolt-on integrations.
Simple, Transparent Pricing
Start free. Upgrade when you're ready. No surprises.
For small teams getting started.
- Up to 3 users
- Deals & pipeline management
- Contacts, companies & leads
- Gmail & Outlook email sync
- Contract generation (PDF & Word)
- Quote generation
- CSV import & export
- Email campaigns
- Automated email follow-ups
- File attachments on all records
For growing teams that need more power and control.
- Everything in Free
- Unlimited users
- SSO (Google, Microsoft, OIDC)
- Advanced role-based access
- Priority support
- Custom contract templates
- Email template library
- REST API access
For large teams needing dedicated support and integrations.
- Everything in Pro
- Dedicated account manager
- Custom integrations
- SLA & uptime guarantee
- Custom onboarding
- Data migration assistance
- API priority support
All plans include free onboarding assistance. No long-term contracts required.