Keep the people behind every opportunity in view.
A simple CRM starts with a useful lead capture form. Bring enquiries from your websites and customers from your offers into one place, with the details you need for the next conversation.
Turn a website visit into a conversation
Your website can do more than show a contact address. Give visitors a form that fits their enquiry, from a general enquiry to a coaching application. When someone submits it, their details and answers go into your Leads list without a separate form tool to connect.
- Contact and application forms on your sites
- Submitted answers saved with the lead
- Source information alongside the enquiry
Remember what someone actually asked for
A name and email address are only the beginning. See the answers from the form and the site that brought the enquiry in. That context helps you pick up a conversation and decide what to do next, whether you run one business or manage several client projects.
Six-session coaching package
Know what is included and how we will work together.
See buyers alongside prospective clients
When someone buys a published offer, the buyer becomes part of your workspace records. Keep a view of both the people asking questions and the customers buying from you. Your website, lead capture and offers support the same customer journey.
CRM & Lead Capture: your questions answered
What does the Orbits CRM include?
The Leads list keeps contact details, form answers, source information and buyer records together. It is designed as a simple place to organise enquiries across your sites and projects.
Do I need another tool for lead capture forms?
No. Orbits-generated websites include working contact and application forms. Submissions are saved in your workspace.
Is email marketing included in this workflow?
Use Orbits to collect and organise enquiries, then follow up through your existing email tool. Automated email campaigns are not currently included.
Can I use it as a CRM for coaches?
Yes. Pair a coaching website with an application form, then use the Leads list to review prospective clients and their answers. The coaching CRM page explains that workflow in more detail.
Can I start free?
Yes. Start with a free Orbits workspace and try the website, lead capture and content tools. You can review your available usage and upgrade options in the app.
Make your next move.
Start with your website, your next enquiry or a clear offer.
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