CRM and contacts
Every client, every conversation, in one place.
- One timeline per client across their enquiries, proposals and jobs
- Accounts, contacts and your own fields
- Referral sources, so you know who sends you work
- Marketing consent recorded against each person
Leads and deals
A pipeline built for fee proposals.
- Website enquiry forms that take plans and photos
- Lead scoring and follow-up sequences
- Stages with checks, so nothing moves on without what it needs
- Saved views with totals, and call logging
Proposals
Fee proposals in minutes, not afternoons.
- A drag-and-drop proposal designer, in your branding
- A services library, with fees, phases, inclusions, exclusions and assumptions
- Optional items your client can tick
- Internal approval before it goes out, then view tracking
- Accept, sign and pay the deposit online; variations later
Marketing
Stay front of mind with past clients.
- Lists and segments, email and SMS campaigns, and an email builder
- Automations that run on their own
- Unsubscribes and consent handled for you
- Reporting tied to the work it won
Ads
See which ads turn into signed work.
- Google, LinkedIn and Meta ad accounts connected
- Every lead matched to the campaign that brought it
- Cost per won job, not just cost per click
Website
A website that feeds your pipeline.
- A drag-and-drop site builder, with your enquiry forms, booking links, Google reviews and chat built in
- On your own domain
- Or let Orbi draft your pages from a few lines about your office