The CRM that keeps every opportunity moving
Centralize contacts, deals, tasks and follow-ups in a visual pipeline with quality gates, stalled-deal lists and a complete history. Orbit leaves no opportunity without an owner and a next step.
Quality gates · Stalled-deal alert · Proposal with e-signature · Audit trail
Pipeline in motion
Illustrative dataIllustrative data — no real amounts or companies.
The problem is not generating leads — it is moving forward those already in
Scattered contacts, follow-up that arrives late, opportunities stalled without an owner or a next step. The pipeline cannot depend on the salesperson's memory.
Opportunities cool off out of forgetfulness
The lead existed, the conversation happened — and the sale is lost because nobody came back on the right day. Without a deadline and a recorded next step, follow-up becomes an intention, and intentions do not close deals.
The history lives in each salesperson's memory
What was discussed, proposed and agreed sits in notebooks, chats and side spreadsheets. When someone goes on vacation — or leaves the company — the context goes along.
The manager cannot see where the pipeline stopped
Without a per-stage reading, bottlenecks only show up at the end of the month. The manager finds out late which deals were left without an owner, a deadline or movement.
From the contact coming in to the recorded outcome
The path Orbit organizes — each step with an owner, a deadline and a record.
“No opportunity without an owner, a deadline and a next step.”
- The contact comes in — through on-screen registration
- The history is centralized on the deal
- Every deal gets an owner
- And a pipeline stage, with a quality gate
- And a next step with a due date
- Every interaction enters the timeline
- The stalled list points at what got stuck
- The proposal goes to signature on the client's own page
- The manager sees what stalled; the outcome records the reason
- The history remains — won or lost
Seven capabilities to keep the pipeline moving
From registering the contact to the outcome report — with gates, signed proposals and the stalled-deal alert in between.
Kanban pipeline with quality gates
Multiple drag-and-drop pipelines, customizable stages (position, won and lost) and a list view with filters and presets such as "no contact for 14 days". Quality gates per stage: until the requirements are met, the deal does not advance on the Kanban.
Complete contacts and companies
Records with tax IDs (CNPJ/CPF), decision-maker and address; custom fields per organization; and a scan that flags possible duplicates by document, email and name — for you to review and dismiss what is not one.
What stalled surfaces on its own
Every open deal should have a future activity. The ones that do not land in "no next step"; the ones without movement for days land in "stalled deals". Both lists open on the daily Dashboard, feed deal health and the next-action suggestion — "stalled for X days → create a follow-up".
Proposal signed on the client's page
The proposal goes to a page of the client's own, where they enter name and email and tick the mandatory acceptance. The signature is written by the server, which records the signer's IP address and browser — without relying on what the screen reports.
Personal data masked on the server
Personal data is masked by the server itself — and when the phone number is masked, the screen does not even offer the call button or the WhatsApp touch. Export and anonymization handle data-subject requests.
Outbound email and WhatsApp touch
Email sent from inside the deal, with templates, attachments and everything recorded in the history. The WhatsApp touch opens the conversation in your own WhatsApp with a ready message — and records the touch on the timeline.
Forecast, funnel and team reports
Forecast by band — Commit, Best Case and Pipeline — each with its nominal value and deal count; per-rep performance; prospecting funnel with average ticket and time to decision; data quality; and the loss-reason report, with its own catalogue.
Want to see Orbit on your own pipeline design?
Talk to a specialistThe pipeline and the deal, side by side
Two illustrative views of what Orbit shows day to day: the pipeline with its quality gates, and the detail of a deal whose proposal is waiting for the client's signature.
Sales pipeline
Illustrative dataContact made
Company A
Ana · 1 day in stage
Company B
Rui · 3 days in stage
Proposal sent
Company C
Ana · 9 days in stage
No movement — stalledCompany D
Lia · 4 days in stage
Quality gate · requirements 2/3Negotiation
Company E
Rui · 2 days in stage
Next step scheduledDeal detail
Illustrative dataCompany C
Timeline
Illustrative data — no real amounts, companies or people.
Seven steps — with the manager and the salesperson in charge
The path of a deal inside Orbit, from first contact to the recorded outcome. Review is human; the system organizes and follows up.
From entry to history
Illustrative dataThe contact comes in
Through on-screen registration: contact, company and deal entered by whoever runs the sale.
The deal gets an owner
Every deal has an owner — and each salesperson sees what is theirs, according to roles and permissions.
Stage and quality gate
The deal enters a pipeline stage. The quality gate lists what must be complete, and the Kanban board and the deal drawer refuse to move it forward while a required item is open — a check made on screen, not in the database.
Email leaves from inside the deal
With a template and the configured sender, right away or scheduled; for a scheduled send, opt-out and the block list are checked again at dispatch.
The manager reviews what stalled
Stalled deals and deals with no next step surface for review. People decide where they go.
The outcome is recorded
Won or lost — and a loss carries a reason from the catalog, with source channel, presented proposal and objections.
The history remains
The complete timeline stays available and the reports aggregate forecast, performance and loss reasons.
Flow: the contact arrives through on-screen registration; the deal gets an owner; it gets a stage with a quality gate, checked on screen; outbound email leaves from inside the deal, right away or scheduled; the manager reviews what stalled (control point); the outcome is recorded — won, or lost with a reason from the catalogue; the history stays available.
No Orbit automation sends email or messages: outbound email is sent by someone on the team, right away or scheduled. Activity notifications arrive via Web Push.
Orbit takes care of the contact that has already come in
Two systems for different moments of the same commercial journey — used together, each on its own leg.
“Orbit begins when the contact comes in.”
Before the conversation
Finding, researching and prioritizing who is worth talking to is earlier work — done outside Orbit: by the team itself, through a referral or from a list that already exists.
After the entry: Orbit
Orbit organizes the contacts that already entered the operation: pipeline, owner, deadline, next step, follow-up and outcome. It is the work of moving forward to a decision.
Orbit does not go looking for new contacts: it organizes the ones that have already come in — each with a stage, an owner and a next step.
Two confirmed integrations: Oracle and Flow
What comes in and what is read — confirmed in code, with no ecosystem promise.
Oracle → Orbit
Meetings and forwardings from Oracle become an opportunity or an activity in Orbit — with human approval and a quality lock: only what is marked as a real opportunity enters the pipeline.
Learn moreConfirmed integrationFlow × Orbit
Flow reads Orbit's pipelines and stages to use in its own flows. It is read-only: pipelines and stages keep being edited in Orbit.
Learn moreNot everything talks to everything. The two confirmed exchanges are: approved forwardings from Oracle become an opportunity or an activity in Orbit, and Flow reads Orbit's pipelines and stages (editing stays in Orbit). If your operation depends on a specific connection between systems, talk to us before contracting.
Governance in the database, not in the pitch
Access and limit rules are enforced where the data lives.
Isolation per organization
Each organization sees only its own data, with isolation enforced in the database (RLS).
Roles and permissions
Admin, manager and sales, with permissions configurable across dozens of keys — and each salesperson sees what is theirs.
Audit trail
Relevant actions are recorded: who did what and when — available to management.
Plan limits enforced by trigger
Starter includes 10 users, 3 pipelines, 5,000 deals and 10,000 contacts; Pro includes 15 users, 10 pipelines, 50,000 deals and 100,000 contacts; Max has no cap. Volume caps are checked by a trigger in the database itself, before the write — they do not depend on the interface behaving.
Security is a continuous practice, not an absolute promise. The protections above describe the product's current design.
For whoever moves opportunities forward to a decision
Orbit comes in where contacts already flow in — and what is missing is conduction with a deadline and an owner.
B2B sales teams
Consultative sales with long cycles: every opportunity with an owner, a stage, a deadline and the stalled-deal list pointing at deals left without a next touch.
Agencies and consultancies
Proposals under conduction: quality gates define what must be ready before advancing — and the history records what was agreed.
Service and SaaS operations
Recurring pipeline with multiple pipelines — each commercial process with its own stages and quality gates.
Managers who decide with data
Forecast by band — Commit, Best Case and Pipeline — per-rep performance and aggregated loss reasons, to adjust the pipeline based on what actually happened.
System plans
Three tiers that unlock more as you grow. On Max, you get access to everything.
Essentials to start
- Visual Kanban pipeline with your own sales stages
- Contacts, companies and activities linked to the deal
- Daily dashboard: tasks, stalled deals and deals with no next step
- Custom fields, teams and owners
- Pipeline, sales and per-rep performance reports
Full operation
- Visual Kanban pipeline with your own sales stages
- Contacts, companies and activities linked to the deal
- Daily dashboard: tasks, stalled deals and deals with no next step
- Custom fields, teams and owners
- Pipeline, sales and per-rep performance reports
- Multiple pipelines, each with its own stages
- Stage requirements on the Kanban board and in the deal drawer
- Proposals with e-signature on a client page
Everything unlocked
- Visual Kanban pipeline with your own sales stages
- Contacts, companies and activities linked to the deal
- Daily dashboard: tasks, stalled deals and deals with no next step
- Custom fields, teams and owners
- Pipeline, sales and per-rep performance reports
- Multiple pipelines, each with its own stages
- Stage requirements on the Kanban board and in the deal drawer
- Proposals with e-signature on a client page
- Unlimited pipelines, deals and contacts
- Audit trail and exports that leave a record
- Privilege-based PII masking and GDPR-style anonymization
Frequently asked questions
What is Centriu Orbit?
It is Centriu's pipeline CRM. It organizes contacts, companies, deals, tasks and follow-ups in visual pipelines with quality gates, lists of what stalled, outbound email with history, proposals with electronic signature and reports on forecast, funnel and loss reasons. All with isolation per organization and an audit trail.
Does Orbit find new customers for me?
No. Orbit works after the contact has come in: pipeline, owner, deadline, next step, follow-up and outcome. Finding and qualifying someone who is not a contact yet is earlier work, done outside Orbit.
Does Orbit replace the CRM I already use?
It depends on how much data has to come along. To be direct: today there is no spreadsheet import and no inbound data API we can vouch for, so records come in through on-screen registration. If the switch depends on migrating a large base, talk to us before contracting.
Which channels does Orbit cover?
Honestly: Orbit sends email from inside the deal — with templates, attachments and a configured sender — and records everything in the history. The WhatsApp touch opens the conversation in your own WhatsApp with a ready message and records the touch on the timeline. Orbit does not receive emails, has no telephony and does not answer WhatsApp from inside the CRM.
How does Orbit show what got stuck?
Through two lists, not a per-stage deadline. Every open deal should have a future activity: the ones that do not land in "no next step", and the ones without movement for days land in "stalled deals". Both open on the daily Dashboard, with a "see all" link to the full list. There is no automatic escalation and no warning before a due date: Orbit points, the review is human.
Does the system follow up on its own?
No. The team does the follow-up: Orbit sends the email someone wrote, right away or scheduled, and points out in the two lists the deal with no next step and the stalled one. It does not talk to your client on its own.
Does Orbit negotiate or decide on its own?
No. Orbit organizes, points out and records. Qualifying, negotiating, advancing stages and closing is the team's job — including at the quality gates, which the Kanban board and the deal drawer check on screen before letting the deal advance.
Can I have more than one pipeline?
Yes. Pipelines are independent, with customizable stages — position, won and lost — and their own quality gates on each stage. Every commercial process can have its own design. The plan sets how many pipelines fit, and that cap is enforced in the database.
How is each organization's data protected?
Isolation per organization is enforced in the database (RLS), roles and permissions control who sees and does what — each salesperson sees what is theirs —, relevant actions enter the audit trail and plan volume limits are enforced in the database. Security is a continuous practice, not an absolute promise.
Put every opportunity in motion
Bring your contacts and deals into a pipeline with an owner, a deadline and a next step — and let the stalled-deal lists point at what must not be forgotten. Request a demo.