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Orbit CRM
Orbit CRM Services gives sales and customer service teams one centralized place to manage the entire customer relationship from initial lead through ongoing account support. Sales reps can organize leads, follow a guided sales workflow, select plans and payment options, track opener and closer credit, and complete customer enrollments efficiently, while customer service teams can quickly access customer records, policy details, notes, communications, follow-ups, payment information, and account status. By keeping sales activity and customer interactions connected in one easy-to-use system, Orbit helps teams stay organized, respond faster, reduce manual work, and deliver a more consistent customer experience.
Orbit Admin
On the administrative side, Orbit CRM Services gives management teams the tools to oversee everything that happens after a sale is received. Administrators can review and manage incoming contracts, import and update rates, maintain plan and policy information, monitor payments and account status, process cancellations and refunds, and manage claims from initial submission through repair authorization and resolution. Claim teams can organize customer issues, assign or search for technicians, track estimates and documents, record approvals or denials, and maintain a complete service history, while management retains visibility into reporting, employee activity, communications, and overall operational performance. By bringing policy administration, claims servicing, rate management, and back-office workflows into one centralized system, Orbit helps administrators reduce manual work and manage the business more efficiently.