The CRM Built for
Small Business Success
ConnectOrbit by VIZIO – Your Complete Customer Relationship Platform
Manage contacts, close deals, automate marketing, and grow your business – all from one intuitive platform designed specifically for small business owners.
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Dashboard
Welcome back, John! Here's your sales overview
Pipeline Value
↑ 18%$342K
43 active deals
Won This Month
↑ 23%$89K
12 deals closed
Win Rate
↑ 4%38%
Above avg
Avg Deal Size
↑ 12%$7.4K
+$820 vs last mo
Sales Pipeline
Last 30 days
📅 Today’s Tasks (4)
Recent Activity
Deal closed: GlobalTech Solutions
$12,500 • 2 hours ago
Email sent to Sarah Johnson
Acme Corp • 3 hours ago
New contact added: Mike Chen
TechStart Inc • 5 hours ago
🔥 Hot Deals Closing Soon
Acme Corp - Website Redesign
$18,500
Closes in 2 days
Beta Inc - CRM Implementation
$25,000
Closes in 5 days
TechStart - Consulting Package
$8,900
Closes in 1 week
Live CRM Dashboard – Manage your entire sales pipeline at a glance
Everything You Need to Grow Your Business
Powerful features designed specifically for small businesses
Contact Management
Organize all your contacts in one place. Track interactions, add notes, and never miss a follow-up.
- ✓ Unlimited contacts
- ✓ Custom fields & tags
- ✓ Import/export data
Company Profiles
Manage company relationships with detailed profiles, org charts, and activity history.
- ✓ Company hierarchies
- ✓ Related contacts
- ✓ Deal tracking
Deal Pipeline
Visual pipeline management. Track deals from lead to close with drag-and-drop simplicity.
- ✓ Customisable stages
- ✓ Revenue forecasting
- ✓ Win/loss analysis
Task Management
Stay organized with tasks, reminders, and deadlines. Never let anything slip through the cracks.
- ✓ Task assignments
- ✓ Due date reminders
- ✓ Priority levels
Activity Tracking
Log calls, emails, meetings, and notes. Complete activity history for every contact.
- ✓ Activity timeline
- ✓ Email integration
- ✓ Calendar sync
Marketing Automation
Create email campaigns, automate follow-ups, and nurture leads with intelligent workflows.
- ✓ Email templates
- ✓ Automated sequences
- ✓ Campaign analytics
Advanced Reports
Make data-driven decisions with powerful analytics and customizable reports.
- ✓ Real-time dashboards
- ✓ Custom reports
- ✓ Export to CSV/PDF
Goal Tracking
Set and track team goals. Monitor progress and celebrate wins with visual dashboards.
- ✓ Individual & team goals
- ✓ Progress tracking
- ✓ Performance insights
Team Collaboration
Work together seamlessly. Share notes, assign tasks, and keep everyone on the same page.
- ✓ Team workspaces
- ✓ Shared calendars
- ✓ Activity feeds
Integrates with Your Favorite Tools
Connect ConnectOrbit with the apps you already use
Why Small Businesses Choose ConnectOrbit
Built specifically for teams like yours
Easy to Use
No technical expertise required. Get your team up and running in minutes, not weeks.
Affordable Pricing
Enterprise features at small business prices. No hidden fees or surprise charges.
Grow with You
Start small and scale up. Our platform grows alongside your business needs.
Your Data is Safe and Secure
Built with enterprise-grade security and reliability in mind
Secure Cloud Infrastructure
ConnectOrbit is hosted on reliable cloud infrastructure, providing you with the security, performance, and peace of mind you expect from a modern business platform.
Data Encryption
Your data is encrypted both in transit and at rest using industry-standard security protocols.
Security Best Practices
We follow industry best practices and security standards to keep your information safe.
High Availability
Built for reliability with redundant systems to keep your business running smoothly.
Automated Backups
Regular backups ensure your data is protected and can be recovered when needed.
Privacy Focused
We take data privacy seriously and are committed to protecting your information.
Access Controls
Control who can access what with customizable user permissions and roles.
Have questions about our security measures?
Built for Your Industry
See how businesses like yours use ConnectOrbit to grow and succeed
👇 Click any industry to see real-world use cases
Real Estate Agencies
Close more deals and manage client relationships effortlessly
❌ Common Challenges
- ✗ Tracking multiple property listings and client preferences
- ✗ Managing follow-ups with buyers and sellers across different stages
- ✗ Organizing open houses, showings, and client communications
✅ How ConnectOrbit Helps
- ✓ Centralized database of properties linked to interested clients
- ✓ Automated reminders for follow-ups and scheduled showings
- ✓ Activity tracking for every call, email, and property visit
Consulting Firms
Manage projects, clients, and deliverables in one place
❌ Common Challenges
- ✗ Juggling multiple client projects with different timelines
- ✗ Tracking billable hours and project milestones
- ✗ Maintaining detailed communication history with each client
✅ How ConnectOrbit Helps
- ✓ Project-based contact organization with custom fields
- ✓ Task management with time tracking and deadline reminders
- ✓ Comprehensive activity logs for every client interaction
Retail Businesses
Build customer loyalty and increase repeat purchases
❌ Common Challenges
- ✗ Remembering customer preferences and purchase history
- ✗ Managing seasonal promotions and customer communications
- ✗ Building long-term relationships beyond one-time purchases
✅ How ConnectOrbit Helps
- ✓ Customer profiles with purchase history and preferences
- ✓ Automated email campaigns for promotions and follow-ups
- ✓ Loyalty program tracking and personalized offers
Healthcare Practices
Enhance patient care with organized records and follow-ups
❌ Common Challenges
- ✗ Managing patient appointments and follow-up care
- ✗ Tracking patient communications and health updates
- ✗ Coordinating care across multiple providers and specialists
✅ How ConnectOrbit Helps
- ✓ Secure patient profiles with appointment history
- ✓ Automated appointment reminders and follow-up scheduling
- ✓ Secure communication tracking and organized notes
Financial Advisors
Manage client portfolios and strengthen relationships
❌ Common Challenges
- ✗ Tracking client financial goals and investment preferences
- ✗ Scheduling regular check-ins and quarterly reviews
- ✗ Managing compliance documentation and client communications
✅ How ConnectOrbit Helps
- ✓ Client profiles with financial goals and portfolio details
- ✓ Automated review reminders and meeting scheduling
- ✓ Secure document storage and communication history
Non-Profit Organizations
Strengthen donor relationships and increase fundraising
❌ Common Challenges
- ✗ Tracking donor contributions and engagement history
- ✗ Managing volunteer coordination and event planning
- ✗ Personalizing communications for different donor segments
✅ How ConnectOrbit Helps
- ✓ Donor database with contribution history and preferences
- ✓ Event management tools for fundraisers and volunteer activities
- ✓ Segmented email campaigns for targeted outreach
Frequently Asked Questions
Everything you need to know about ConnectOrbit
Ask Questions About Your Forecasts
Get instant answers about your predictions with our AI-powered chatbot assistant
- Seasonal decline pattern from previous years
- Reduced marketing spend in Q2 affecting Q3 pipeline
- Economic indicators suggesting market slowdown
Would you like a view of the specific data points or suggested mitigation strategies?
Strong historical data correlation (R² = 0.89)
Consistent seasonal patterns over 3 years
Low volatility in demand patterns
I recommend ordering 15% above the forecast to account for the 8% uncertainty margin.
Intelligent Forecast Assistant
- Instant answers about
forecast accuracy and methodology - Explains data patterns
and trend analysis - Provides actionable
recommendations - Available 24/7 for
instant support
Ready to Grow Your Business?
Join thousands of small businesses using ConnectOrbit to manage their customer relationships and drive growth.
500+
Miles of pipeline monitored
50+
Utilities protected
$50M+
In cost savings