AI CRM.Orbi takes the notes.

Every contact with its history, its orders and what Orbi learned in each conversation, all in one place.

Try it free

Contacts

Lucynow

Lucy Gomez

  • Phone
    +54 9 341 555 0192
  • City
  • Email
  • Note

How an AI CRM for small business works.

  • What Orbi did: Saved that Lucy lives in Rosario

    Saves what it learns

    While it talks, Orbi saves the email, the city and the fields you choose on the contact, and records every change.

  • What Orbi did: Added Diego’s email

    Keeps what your team entered

    Orbi fills in what’s missing. Whatever your team already entered stays as it is.

  • What Orbi did: Noted that Sofia prefers store pickup

    Notes for your team

    Orbi leaves internal notes on the record. Your team reads them and the contact never sees them.

  • What Orbi did: Added order #1042 to Carla’s record

    Conversations and orders on the record

    From each contact you see its conversations and how many orders it has, one click away.

Organized contacts in every business.

Agencies keep what each lead is looking for, their area and their budget, without typing a thing.

DiegoLooking for a one-bedroom in Palermo, up to USD 900 a month

I have two options that could work. Want me to send you the listings?

What Orbi did: Noted Diego wants a one-bedroom

Alumbra for Real estate

Orbi Copilot

Ask for what you need. Orbi does it for you.

Orbi is also your team's copilot. Ask him in your own words to find a customer, create an order, update your catalog or give you the week's numbers, and he shows you every change before saving it. You get time back to grow your business.

  • Contacts:

    Which customers haven't bought in two months?

  • Orders:

    Assign today's orders to Tomás

  • Catalog:

    Raise the summer line prices by 8%

  • Metrics:

    How many questions did you resolve this week?

Try it free

Orbi

Martinanow

Today's orders

  • #1042LucyWalnut Sofa
  • Create the order for Carla?Approve

Your contacts, on every channel.

Orbi recognizes each contact wherever they write from, and it can work with the CRM you already use.

See all apps

Channels

  • WhatsApp
  • Instagram
  • Your website

CRM and marketing

  • HubSpot
  • Pipedrive
  • Kommo
  • Salesforce
  • Zoho CRM
  • Mailchimp

Questions about the CRM.

Still have a question?

Message us on WhatsApp

  • Yes. Upload a CSV file, choose which column goes in each field and check a preview before importing.

  • No. Orbi fills in what’s missing and records every change in the conversation. Whatever your team entered stays as it is.

  • What Orbi saved on one channel it uses on the others. If Lucy gave her city on WhatsApp, Orbi knows it when she writes from your website.

  • Yes. Define fields like insurance plan, area or customer type, and choose which ones Orbi can fill in. Custom fields depend on your plan.

  • You start with a 7-day free trial of the Pro plan, no card needed. Then you pick the plan based on the channels your business needs.

Still have a question?

Message us on WhatsApp

More solutions for your business.

How to get started

Start working with Orbi in minutes.

  • 7 days of the Pro plan, free
  • No card needed, instant access
  • No coding needed
Try it freeTalk to the team
  1. 1

    Create your account

    All we ask for is your business name, and you are in your Panel.

  2. 2

    Tell Orbi how you work

    Add your catalog, your hours and what it needs to know about your business.

  3. 3

    Connect your channels

    WhatsApp, Instagram and your website. From then on, Orbi attends 24/7.

Message us on WhatsApp