Orbit Sales Orbit Sales

Own the moment of contact.

The person standing in front of a customer — running a popup, working a wholesale account, finishing a delivery, walking a farmers' market circuit — has every tool they need in one App on one screen. Customer history, catalog, order-taking, payment, visit notes, reminders, follow-up.

Your e-commerce, payment, accounting, and email tools pulled together into a single place a rep can actually use on a phone. Online or offline.

No "I'll log it when I get back to the truck."

Mobile first iPad, laptop, or PC friendly Resilient with poor mobile coverage Your own tools, working better together
Not

A CRM

Not

A marketing platform

Not

Accounting software

Your CRM, mailing list, accounting, and e-commerce keep working the way they already do — we feed data into them and read data out of them. We don't ask you to replace any of them.

The spectrum

You don't migrate when you grow.

Most field-sales tools start at 50 reps. Most POS and e-commerce tools end at your first wholesale account. Orbit Sales runs from your first farmers' market stall through hundreds of reps on the road — same App, same data, same integrations.

1 Solo One person, one phone 2 Markets A circuit of markets is a route 3 Mixed D2C + B2B First wholesale retailers 4 DSD Drivers logging feedback 5 Established field sales Multi-rep B2B cycle 6 Enterprise Hundreds of reps Visit form Route across markets Wholesale order pages DSD form + dispatch Multi-rep route plans SSO / scale Orbit Sales — same App, same data, every stage POS / e-commerce stops at first wholesale account Spreadsheets + texts breaks once a real team forms Field-sales / B2B rep tools starts at 50 reps; ignores everyone smaller Orbit Sales spans every stage end-to-end
  1. 1
    Solo One person, one phone
    Visit form
    • POS / e-commerce
    • Orbit Sales
  2. 2
    Markets A circuit of markets is a route
    Route across markets
    • POS / e-commerce
    • Spreadsheets + texts
    • Orbit Sales
  3. 3
    Mixed D2C + B2B First wholesale retailers
    Wholesale order pages
    • POS / e-commerce
    • Spreadsheets + texts
    • Orbit Sales
  4. 4
    DSD Drivers logging feedback
    DSD form + dispatch
    • Spreadsheets + texts
    • Orbit Sales
  5. 5
    Established field sales Multi-rep B2B cycle
    Multi-rep route plans
    • Field-sales / B2B rep tools
    • Orbit Sales
  6. 6
    Enterprise Hundreds of reps
    SSO / scale
    • Field-sales / B2B rep tools
    • Orbit Sales

Only Orbit Sales runs end-to-end. Every other category has a hard left or right edge.

The real problems

Lack of Process = Lack of Growth

Field sales today gets done across half a dozen disconnected products. The problems aren't with any one of them — it's the gaps between them.

How it works

Built from the ride-along, not the whiteboard.

Every feature in the product started with a rep, dispatcher, or owner asking for it. We build with beta partners, ship when it's real, and our changelog is public.

On the road

Rep-ready tools for the truck and the booth

Every visit captured the same way.

A consistent visit form your reps follow on the road — standardize questions, record feedback, push data back to the team. Works offline; syncs when the connection returns. iOS and Android.

Integrated route optimization.

Route planning in the same App as visits, orders, and customer records — not a separate routing tool to license, learn, and keep in sync. Build a route, optimize for traffic, save one per rep. Two-way Google Calendar sync so visits and calendar events stay aligned.

Turn deliveries into sales opportunities.

If you have your own drivers now, give them more responsibility and opportunity. The same App that runs the route lets a driver log a sample push, take a reorder on the spot, and record what the customer said — without slowing the stop down.

Taking payment

Close the sale at the door or collect it later

Close the sale at the door.

Charge a card, send a payment link, or log a cash sale. Products come from your existing Shopify, WooCommerce, Square, or native inventory — the order lands back in whichever system owns it.

Follow up for payment without extra work.

If the boss isn't in, send a payment link — from Square, Shopify, WooCommerce, or QuickBooks. The customer pays from their inbox. For B2B orders, a QuickBooks invoice with the link built in is generated automatically.

Customer-facing Apps

Put your brand on your buyers' phones

Give your wholesale customers a way to order themselves.

A customer-facing Store App under your brand. Your retailers install it, see your catalog, place orders, and get confirmations and payment links back. Orders land in your existing systems. Running today with Bob The Dog's retail accounts.

One Affiliate App for casual referrers and full-time affiliates.

Shareable referral links, native share to whichever Apps the user has installed, commission history, store credit, highly flexible discount codes, and a read-only view of the orders each affiliate drove. Your logo on the home screen of every affiliate's phone.

Follow-up

Nothing falls through the cracks

Follow up with every account on time.

Reminders anchored to a customer record — one-off or repeating (weekly, monthly, custom). Email, SMS, or in-App — in-App alerts arrive live while reps are on the road. Store-level opt-in per customer, so nothing goes out without consent. The scheduler runs on its own worker process, so reminders fire on schedule even when the rest of the system is busy.

Keep customers in the loop.

One-tap "on my way" or "running late +10 / +15 / +30" from the route runner. The customer gets the message, dispatch sees the same update at the same time.

Systems integration

Swap vendors without rebuilding

One customer record across every system you use.

The same email in Shopify and Mailchimp resolves to one person in Orbit Sales. Every record tracks where it came from. You tell us which system is the order destination, the payment processor, the mailing list — routing follows. Moving from Mailchimp to Brevo, or Square to Authorize.net, is a setting change, not a migration.

Transactional email and SMS go through whoever you already pay.

Gmail for personal sends. Mailchimp (via Mandrill) or Brevo for transactional — order confirmations, payment links, receipts. Twilio for SMS. Mailchimp lists, contacts, and unsubscribe status imported and kept in sync, with tags from purchase behavior.

Scale

Runs small businesses today. Architected for teams of hundreds.

Today the product runs a farmers' market stall, a wholesale pet-food operation, a direct-to-consumer brand. The architecture came out of prior experience building field-sales Apps for teams of hundreds of reps: each business's data is isolated, and separate worker processes run API, scheduler, payments, and marketplace so one load doesn't starve another. We only promise what we've actually shipped here — the ceiling is built high.

1
Customer record across every system you connect
10+
Integrations from day one — swap vendors with a setting
Our beta partners

Built with a small group of real businesses.

Most of what's in the product came directly out of working with them.

Mila Earth Specialty consumer brand · affiliate-led

Pushed us on the viral affiliate program, WooCommerce, the deeper Mailchimp integration (lists, contacts, D2C opt-in linkage), Square payments, and most of the marketplace and checkout flow.

milaearth.com
Bob The Dog Wholesale & retail pet food

Shaped the B2B sales cycle, customer-facing order pages for retailers, QuickBooks invoicing, and the notifications layer — on-my-way, running-late, reminders.

bobthedog.ca

Both run on the combined discount + affiliate-credit system we built with them.

What we connect to

Keep the stack you're already paying for.

Put your reps on the same screen as your customers.

A short demo, a real conversation about your stack, and a trial that starts with your real data — not a sandbox.