Every note, comment,
and conversation.

Your team's relationship knowledge disappears into Notion docs, Slack threads, and spreadsheets that don't know who the contact is. Orbis keeps everything connected to the people and companies it concerns.

Orbis is built with and supported by

Ask Orbis once. Your team remembers forever.

When you use the AI assistant to research a company, find new contacts, or prep for a call - the conversation can be shared with your organization. No duplicate research.

Research with AI

Ask Orbis to find people, research a company, or summarize a contact's history. Attach files for additional context.

Choose visibility

Keep it private or share with your team. Shared conversations appear in the team's conversation history with full search.

Team acts on results

Anyone on the team can pick up where you left off. Save discovered contacts, add notes, or start a campaign - all from the same conversation.

Everything your team needs to work together on relationships

Rich Notes

Create notes with a rich text editor, then embed contact cards, company cards, and quotes directly inside. Link notes to relevant contacts so they surface on profile pages. Share publicly via token-based links.

Threaded Comments

Add comments to any contact, company, campaign, or custom record. Tag teammates with @mentions. Reply in threads. Every comment stays attached to the entity it's about - not lost in a Slack channel.

Tasks & Reminders

Create tasks linked to contacts, companies, or deals. Assign to teammates. Track in a list or drag through a Kanban board. Due dates, urgency levels, and status tracking keep follow-ups from falling through the cracks.

Organization & Teams

Multi-tenant organizations with role-based visibility. Invite teammates, manage access, and scope data to private or shared. Every feature - contacts, conversations, records, comments - respects your team's permissions.