A leads pipeline from first contact to won
Add the prospect you just spoke to, move them along the board as the conversation goes, and make them a client the moment you win the work.
Every enquiry, in one place
A lead is a prospect before they're a client, so leads get their own board and never clutter your client list.
Five clear stages
New, Contacted, Proposal sent, Won and Lost, as columns on a board. Move a lead to any stage at any time.
Pipeline value
See the open value of the leads still in play, and what you've won this month.
Everything about a lead
Name, company, email, phone, website, source, an estimated value and notes, together on the lead.
Quote from a lead
Create a quote straight from a lead. It moves to Proposal sent, then to Won when your client accepts the quote.
Convert to a client
Win a lead and Orbit offers to make them a client, using the details you've already saved.
Know your sources
Note where each lead came from, with quick picks like Referral, Website, LinkedIn and Repeat client.
From first contact to signed quote
Your whole pipeline on one board
Every lead sits in its stage with its value and source. Move it along as the conversation goes, and open it for the details and the next step.
- Open value, leads in play and won this month at the top
- Mark a lead lost and keep the reason for later
- The same pipeline on iPhone and iPad
Quote a lead, and win it from the link
Create a quote from a lead and it moves to Proposal sent. When your client accepts the quote from its link, the lead moves to Won on its own.
- No client yet? Orbit creates one from the lead for the quote
- Turn the accepted quote into a project and a draft invoice
Close it with a signature
Once a lead is a client, create a contract from the lead and send it for signature. The lead moves to Won when your client signs.
- Typed or drawn e-signature on a secure page
- An audit record on every signed copy
From enquiry to client in three steps
Add the lead
Save who they are, where they came from and what the work could be worth.
Move it along
Move the lead to Contacted, then raise a quote when you're ready to propose.
Win and convert
When you win, convert the lead into a client and start the project.
Leads is part of Orbit Pro
Orbit Pro adds the leads pipeline, contracts with e-signature, custom automation rules, advanced analytics and Orbi AI with up to 200 requests a day.
Frequently asked questions
A lead is a prospect you haven't won yet. Leads live on their own board, separate from your clients. When you win one, converting it creates a client from the lead's details, and projects, quotes and invoices work from there.
The leads pipeline is part of Orbit Pro. The Free plan still includes unlimited clients, projects and tasks, plus quotes and invoices.
The stages are fixed: New, Contacted, Proposal sent, Won and Lost. You can move a lead to any of them at any time.
The lead moves to Won automatically. The same happens when your client signs a contract linked to the lead.
On the web, Leads is in the dashboard's sidebar under Work. In the iPhone and iPad app, it's under Settings → Workspace → Leads.
Related features
- Client managementContacts, rates, projects and open work for every client.Learn more
- Invoices and quotesBranded quotes and invoices, client links and payment reminders.Learn more
- ContractsContracts your clients sign online, with an audit record.Learn more
- ProjectsStatus, deadlines, budgets and progress for every client project.Learn more
Orbit's web dashboard and its iPhone app, side by side.
