Workflows shaped by your industry.
Law firms, managed service providers, insurance agencies, accounting firms and sales teams all lose work between the phone and their core system. Here is how OrbIT closes that gap for each.
- OrbIT for LegalTurn client calls into reviewed, billable time entries.Connect your phone system to legal practice management so client calls are captured, matched to matters and prepared as suggested time entries for review.PhoneOrbITPractice managementSuggested time entryHuman approvalBilling
- OrbIT for MSPsEvery support call becomes a documented ticket.Connect your phone system to your PSA so calls create or update tickets, carry a summary and surface the follow-ups technicians need.Phone callOrbITPSATicketAI summaryFollow-up
- OrbIT for InsuranceKnow who's calling, and keep the CRM current.Connect agency phone systems with your CRM so callers are identified, interactions are logged and follow-ups are created automatically.Customer callOrbITCustomer identificationCRM recordInteraction summaryFollow-up
- OrbIT for AccountingClient communication, captured where billing happens.Track client calls, assist with time entries and keep client records in sync so advisory work is documented and billed accurately.Client callOrbITClient recordSuggested time entryReviewBilling
- OrbIT for SalesEvery sales call logged, summarized and followed up.Capture sales calls in the CRM automatically, keep data clean and make sure follow-ups happen on time.Sales callOrbITCRM contactActivity + summaryFollow-up
See OrbIT working with your systems.
We walk through a live workflow and review which of your phone, CRM and business platforms OrbIT can connect.
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