Your Sales Engine, Fully Automated

Intelligent workflows built to convert more leads into customers

From new leads to reviews, ORBYT handles the follow-up, reminders, and communication that keep your pipeline active. No manual chasing, no dropped opportunities.

Our Fully Automated Lead Journey

Never let another lead slip through the cracks

This timeline shows exactly how ORBYT handles your sales pipeline behind the scenes. Every lead is responded to, nurtured, followed up with, and guided toward booking—automatically. No guesswork, no missed steps, and no opportunities slipping through the cracks.

Stage 1: New Lead Enters
Stage 1: New Lead Enters

Lead Capture & Qualification

Stop letting new inquiries get buried in an overflowing inbox. ORBYT pulls every lead — whether they call, text, DM, or submit a form from your website — directly into your CRM the moment they reach out. Estimate requests arrive with all required details already organized for quoting, while generic inquiries are neatly captured and ready for quick follow-up. No missed emails, no lost opportunities, and no manual sorting—just clean, structured lead intake every time.

Instant Response

Win the speed-to-lead game with automated instant responses that greet every prospect within seconds. ORBYT sends a personalized message the moment a lead reaches out, acknowledging their inquiry and setting clear next steps. This immediate touchpoint keeps prospects engaged while your competitors are still dialing back. It’s responsiveness you couldn’t achieve manually—even on your best day.

Routing & Assignment

Make sure every lead lands with the right person — automatically. ORBYT instantly assigns new inquiries to the appropriate team member based on service type, location, or schedule, so nothing bottlenecks or gets overlooked. Instead of manually forwarding emails or guessing who should handle what, each lead is assigned with precision and consistency. Your team stays organized, response times stay fast, and every prospect gets handled by the person best equipped to help.

Stage 2: Nurture Leads
Stage 2: Nurture Leads

Follow-Up Sequences

Keep every lead engaged — even when they don’t respond right away. ORBYT sends a structured series of friendly, well-timed follow-ups that nudge prospects toward taking the next step. These reminders feel personal, not pushy, and ensure you stay top-of-mind without manually chasing anyone down. Instead of letting leads cool off or fall through the cracks, your pipeline keeps moving while your team stays focused on active conversations.

No-Response Paths

Revive cold leads with light-touch follow-up that brings them back to life. When a prospect goes completely silent, ORBYT shifts into a softer, long-term messaging rhythm that periodically checks in without feeling intrusive. These subtle touchpoints reopen conversations you would normally lose, capturing extra opportunities with zero manual effort from your team.

Conversation Routing

Guide every lead toward the right next step — without the back-and-forth. ORBYT steers each conversation toward booking, getting details, or requesting an estimate, depending on what the customer needs. Instead of juggling messages or figuring out what to say next, every prospect is given a clear path forward. Your team steps in only when it’s time to close, not to manage the entire conversation.

Stage 3: Estimates
Stage 3: Estimates

Automatic Estimates

Send templated estimates automatically — no manual prep required. For standard, fixed-price services, ORBYT can deliver a pre-built estimate the moment a qualified lead comes in. Customers get the pricing they need right away, and your team avoids the constant back-and-forth of sending routine quotes. It’s a simple automation that clears a major bottleneck and accelerates your entire pipeline.

Pre-Prepared Estimate Drafts

Have estimates ready before your team ever opens the CRM. For jobs that require custom pricing, ORBYT automatically generates a draft estimate at the ideal moment in the pipeline and assigns a task for your team to complete it. All the customer details are already filled in—your staff simply adds the price and hits send. It’s a small time saver that compounds across dozens of quotes, freeing hours each month and keeping your pipeline moving smoothly.

Not Viewed Yet

Make sure your estimate doesn’t get lost in a crowded inbox. If a customer hasn’t opened their quote, ORBYT sends a friendly email and text message reminder with a direct link so they can access it instantly. These simple nudges cut through the noise and bring attention back to your offer — something that’s nearly impossible to do consistently by hand. Your estimate stays visible, your customer stays informed, and your opportunity stays alive.

Viewed But Not Accepted

Re-engage interested customers before the moment slips away. When someone opens your estimate but doesn’t take action, ORBYT sends thoughtful, well-timed reminders that keep the decision alive. These messages address hesitation, offer next steps, and gently guide the customer toward approval. Instead of manually chasing every open estimate, your pipeline stays active — and your close rate climbs — without adding extra work to your team’s day.

Expiring Estimate Reminders

Prompt customers to act before their estimate expires. As the expiration date approaches, ORBYT sends a series of clear, timely reminders that encourage customers to make a decision. These messages create gentle urgency without pressure, preventing forgotten quotes from quietly expiring. Instead of manually tracking deadlines, your team stays focused while ORBYT keeps valuable opportunities from slipping away.

Declined Estimate Recovery

Turn a “no” into another chance to win the job. When a customer declines an estimate, ORBYT immediately notifies your team and sends a short, thoughtful follow-up to understand what went wrong. This simple outreach often uncovers misunderstandings, budget concerns, or timing issues that can be resolved with a quick conversation. Instead of letting declined quotes disappear forever, your team gets a second shot at saving the opportunity.

Stage 4: Appointment Handling
Stage 4: Appointment Handling

Appointment Scheduled

Set expectations the moment an appointment is booked. As soon as a customer secures a time, ORBYT sends a clean, friendly confirmation with all the details they need. This eliminates uncertainty, reduces back-and-forth questions, and makes your business feel organized and professional from the very first touchpoint. Instead of manually sending confirmations, your team can focus on preparing for the job ahead.

Appointment Reminder Sequence

Keep customers warm and informed from the moment they book. After an appointment is scheduled, ORBYT sends a series of friendly reminders leading up to the visit, reinforcing the date, time, and expectations in a clear, professional way. Customers feel taken care of and never have to dig through old messages to remember when you’re coming. What would normally require multiple manual calls or texts is handled for you automatically—keeping your schedule tight and your team focused on the work, not the reminders.

Confirmation Request

Get firm customer commitment before your team ever heads out. Twenty-four hours before the appointment, ORBYT sends both an email and a text asking the customer to confirm their scheduled time. This simple step dramatically reduces no-shows by ensuring the customer is aware, prepared, and actively acknowledges the visit. And if they need to reschedule or cancel, ORBYT handles the update automatically and notifies your team instantly—eliminating the manual coordination that normally eats up valuable time.

Rescheduling Handling

Make appointment changes effortless for both you and your customers. When a customer needs to adjust their appointment, ORBYT guides them through a simple, automated rescheduling process—no phone tag, no manual coordination, no lost time. The system updates your calendar, notifies the appropriate team members, and ensures the appointment stays on track. What used to be a small but constant disruption becomes a smooth, hands-free workflow that keeps your schedule organized and your customers happy.

Canceled Appointment Recovery

Turn a canceled visit into another chance to win the job. When a customer cancels, ORBYT sends a polite follow-up that offers easy options to reschedule or reconnect when the timing is better. This quick outreach keeps the door open and prevents the opportunity from disappearing completely. Instead of relying on your team to chase every cancellation, ORBYT keeps the conversation alive and gives you a second shot at saving the work.

No-Show Recovery

Reconnect with customers who miss their appointment—and salvage the opportunity. If a customer isn’t present when your team arrives, ORBYT automatically sends a courteous message to check in and offer an easy way to reschedule. This turns an otherwise lost time slot into a renewed conversation and helps recover work that typically disappears without follow-up. Instead of manually reaching out after every no-show, the system handles it instantly and keeps your pipeline moving.

Stage 5: Review Generation
Stage 5: Review Generation

Review Request After Appointemnt

Collect more five-star reviews without manually asking every customer. After a job is completed, ORBYT automatically sends a friendly message with a direct link to leave a review on the platforms that matter most to your business. It’s a simple, seamless touchpoint that dramatically increases your review volume—boosting your reputation and visibility without adding extra work to your team.

Review Follow-Up & Nurture

Get more customers to follow through on leaving a review. If someone doesn’t respond to the initial request, ORBYT sends a gentle reminder that encourages them to share their experience. These light-touch follow-ups significantly increase completion rates without ever feeling pushy. Instead of hoping customers remember on their own, your reputation grows steadily and automatically.

Stage 6: Reactivation
Stage 6: Reactivation

Long-Term Follow-up

Stay top-of-mind with leads who weren’t ready the first time around. ORBYT places unconverted leads into a slow, steady nurture stream that periodically checks in with helpful messages and simple calls to action. These light-touch follow-ups revive opportunities months later—without overwhelming your audience or consuming your team’s time. What would normally be forgotten becomes a predictable source of extra revenue, all handled automatically.

Past Customers

Bring returning customers back without lifting a finger. ORBYT automatically reaches out to past clients with timely check-ins, reminders, or service prompts that encourage repeat business. These messages feel natural and helpful—not salesy—and consistently reopen conversations that would otherwise fade away. Instead of manually digging through old customer lists, your repeat revenue grows on autopilot.

Seasonal & Annual Reminders

Reach customers at exactly the right moment—every year. ORBYT sends automated reminders tied to seasonal needs, annual services, or recurring maintenance, keeping your business top-of-mind when customers are most likely to buy. These timely touchpoints feel thoughtful and proactive, turning predictable cycles into predictable revenue. Instead of tracking dates manually, the system handles it all for you—year after year.

Promotions & Special Offers

Drive bursts of revenue with automated promo campaigns that reach customers at the perfect time. Whether you’re running a seasonal sale, limited-time discount, or special event, ORBYT sends targeted email and text campaigns that bring customers back fast. These messages feel timely and relevant—not spammy—and consistently boost engagement without your team having to plan, write, or send anything manually. It’s an easy way to fill your schedule and generate extra revenue whenever you need it.

Additional High-Impact Automations

Powerful tools that work outside the main customer journey

Beyond the core pipeline, ORBYT includes a set of smart automations that keep conversations alive, recover lost opportunities, and improve customer experience from every angle. These automations run quietly in the background, handling the tasks most businesses forget or don’t have time for—so nothing slips through the cracks.

Missed Call Text Back

Never lose a customer just because you couldn’t pick up the phone. When someone calls and your team can’t answer, ORBYT instantly sends a friendly text to keep the conversation alive. It acknowledges the missed call, invites them to reply, and keeps the lead warm until you’re free. What typically turns into a lost opportunity becomes a live conversation—automatically—without your team needing to monitor the phone every second of the day.

Web Chat to SMS Continuation

Turn quick website chats into full conversations—even after visitors leave your site. When someone messages you through the chat widget, ORBYT automatically continues the conversation via SMS the moment they close their browser. Customers stay engaged, questions get answered, and leads keep moving forward—long after the chat window disappears. No other follow-up is this effortless.

Abandoned Booking Recovery

Rescue missed appointments before they disappear for good. If someone starts booking but doesn’t finish, ORBYT sends a gentle reminder inviting them to complete the process. These friendly nudges recover opportunities that would normally vanish without a trace—keeping your calendar fuller and your pipeline flowing with zero manual chasing.

Voicemail Follow-Up Message

Make sure your message gets seen—even when it goes to voicemail. After your team leaves a voicemail, ORBYT automatically sends a friendly text summarizing the call and offering an easy way to reply. Customers rarely check voicemail, but they always read their texts—turning missed connections into fast conversations without your team sending a single follow-up message manually.

Referral Request Automation

Turn happy customers into a steady source of new business. After a successful job, ORBYT sends a warm, simple message inviting satisfied customers to refer friends or family. It’s not pushy—it feels natural and appreciative. Over time, this automation builds a reliable stream of word-of-mouth leads without your team ever needing to remember to ask.

New Customer Welcome Sequence

Make every new customer feel confident from day one. When someone becomes a customer for the first time, ORBYT automatically sends a short welcome message outlining what to expect next. It sets the tone, reduces uncertainty, and makes your business feel organized and professional—without your team writing a single message.

Post-Job Thank You Message

End every job on a high note—automatically. After the work is done, ORBYT sends a genuine, personalized thank-you message that makes customers feel appreciated. It reinforces a great experience, builds loyalty, and sets the stage for repeat business. A small gesture that makes a big difference—delivered without your team lifting a finger.

Invoice & Payment Reminders

Get paid faster without chasing customers down. When an invoice goes unpaid, ORBYT sends a polite reminder with a direct link to complete the payment. These light-touch nudges improve cash flow, reduce awkward conversations, and save hours of manual follow-up—helping your business stay organized and on track effortlessly.

AI-Enhanced Automations

Smarter conversations, faster qualification, and hands-off lead management

ORBYT’s AI layer adds intelligence to your automations, transforming how leads are engaged and qualified. From real-time conversations to context-aware follow-ups, these tools work around the clock to answer questions, gather details, overcome objections, and move prospects forward automatically. Your team steps in only when it’s time to finish the job—everything else happens instantly and intelligently behind the scenes.

revenue AUTOMATIONS

We design, implement, and maintain the automations that run the front end of your business — lead response, follow-up, appointment handling, estimate reminders, and more. Every workflow is built to eliminate missed opportunities and capture revenue you’re currently losing.

FOLLOW-UP THAT NEVER FAILS

Missed calls, forgotten leads, slow replies, abandoned estimates — these are the cracks where most businesses lose money. ORBYT closes those cracks with fast, persistent, and proven follow-up sequences that run 24/7.

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CONTINUOUS OPTIMIZATION

Your automation system isn’t static. As your business evolves, we adjust messaging, timing, logic, and pipelines to keep conversion rates climbing. It gets sharper, faster, and more profitable over time — without adding more software or staff.