Orbit The B2B sales workspace · New

Know which accounts to work — and win the order.

Orbit is Turis’ native commercial workspace for B2B sales teams. It brings customer intelligence, prioritised opportunities, pipeline and customer-specific order creation into one place — built to win the complex, high-value orders a self-service storefront won’t close on its own.

More than a CRM

Not a system to maintain. A workspace that wins orders.

Traditional CRMs are built around keeping records tidy. Orbit is built around generating them. Customer management, commercial intelligence, prioritised opportunities, pipeline and order creation live in one place — designed for the realities of B2B commerce, not generic contact admin.

  • Customers
  • Orders
  • Products
  • Prices
  • Buying patterns
  • Storefront activity
  • Sales history
  • Commercial terms

Because Orbit is native to Turis, all of this is already there — no separate CRM integration, no rebuilding data by hand.

Orbit · mission control
The Orbit dashboard — pipeline value, orders trend, month-to-date KPIs, a prioritised Next move list and the live pipeline board in one view

Insight, then action

Four questions. One workspace answers them.

Orbit connects insight and execution. It does not stop at showing you information — it moves you from a signal to a sent order without switching tools.

Which customers should I work on?

Orbit scores your accounts on real behaviour and history, then surfaces the ones worth your time — no scrolling an unfiltered list.

Why should I work on them now?

Every opportunity explains itself: an overdue reorder, a change in buying pattern, fresh storefront interest, a signal you would have missed.

What should I do next?

A clear recommended move for each account, with the commercial context you need to act on it appropriately.

How do I turn it into an order?

Build the quote right there — correct products, prices and terms already applied — and send it for acceptance.

Next Moves

Where your time turns into revenue.

Orbit analyses order patterns, behaviour and account activity continuously, scores every account, and hands you a ranked shortlist of who to work — each move carrying the reason it surfaced, so you act with context, not guesswork.

A move can appear because

  • A reorder is overdue against the account's usual cadence
  • Buying pattern or account performance has shifted
  • A buyer browsed relevant products or categories in the Storefront
  • A cart was started and left before checkout
  • A known account condition needs attention now

From any move, start the order or offer without leaving the context that created it.

See Next Moves on your accounts
Next Moves
Orbit Next Moves — a scored, ranked list of accounts to work, with a reorder-due account opened to show the recommended move, the reason behind it, and an account snapshot with lifetime value and last order
New working order · Create with AI
Orbit Order Builder — the New working order dialog with Create with AI selected, ready to turn an uploaded document or a pasted email, PO or SKU list into a drafted order for review

Order Builder

From opportunity to a real order.

B2B orders carry customer-specific catalogues, contracted prices, discounts, restrictions and tax rules. Turis already handles all of it — Order Builder brings the same rules and data into the salesperson’s workflow, so orders are accurate without copying between a CRM, a catalogue, a price file and an ordering system.

  • The customer’s available products, prices and terms load automatically
  • Add lines fast, including keyboard-led entry for high-volume reps
  • See product and pricing data in the same view to judge discounts and returns
  • Send a quote for acceptance — then it becomes a real Turis order

Actionable AI Paste an email thread, a purchase order or an unstructured request and Orbit drafts the order for you — the customer, the lines and the prices, ready to review.

Accept the quote and the deal moves to Won, the order continues into your ERP through your existing Turis setup — one connected path from opportunity to fulfilment.

Customers

The record that maintains itself.

Orbit shows each rep the accounts they are responsible for — not an unfiltered company database — with the information that matters to the relationship up front.

In a traditional CRM, the salesperson maintains the record. In Orbit, the record becomes more useful on its own as new commercial activity and data are generated. Less time keeping the system tidy — more time acting on what is inside it.

  • Order history and commercial activity
  • Storefront behaviour and account performance
  • Identified opportunities and relevant insights
  • Events, interactions, notes and a full timeline
Customer record
An Orbit customer record header — account name and owner, engagement and lifecycle stage, product segments, value tier, and headline figures for lifetime revenue, orders, open deals and last order
Orbit insights
Orbit insights on a customer record — engagement, lifecycle stage, product segments and value tier, all set automatically from the account's own data

Intelligence, set automatically.

Orbit reads the account’s own order and activity data and sets structured signals on the record — engagement, lifecycle stage, product segment, value tier — without anyone maintaining a classification by hand. The timeline pulls commercial events and your own added context into one connected history, so you never reconstruct an account across separate tools.

Insights

Segments from data, not assumptions.

Orbit continuously groups customers and products by how they actually perform, so patterns, changes and opportunities are visible without anyone maintaining a spreadsheet of segments.

  • Customer segments by real performance, not manual labels
  • Accounts gaining or losing momentum, and emerging groups
  • Product performance, demand trends and customer–product patterns
  • Drill into any segment to see the accounts and the data behind it

Native to Turis Segments built in Orbit don’t stay in Orbit. Hand a segment to Pulse to build an audience and run relevant communication — no rebuilding it in a separate marketing tool.

Insights
The Orbit Insights dashboard — dynamic segments for buyer activity, engagement and demand trend, plus lifecycle stage and product segment breakdowns across customers, buyers and products
Live signals
Orbit live signals — a real-time feed of storefront and email activity across every customer, orders, carts and browsing, alongside a customer spotlight of top accounts by recent revenue

The signals behind the moves.

Every storefront and email event — an order, an abandoned cart, a page viewed, a quantity changed — streams into Orbit as it happens. It is the same live activity that turns into a scored Next Move, so a browsing buyer or a stalled cart becomes an opportunity on your list, not something you find out about too late.

The full workspace

More of what strategic B2B sales actually needs.

Relevant capability, not generic CRM bloat. Every area is built around winning orders — and connected to the same Turis data.

Footprint

See your commercial reach on a map.

Orbit plots where you have shipped and sold, using your real order and shipping data. Classify the locations that matter as Doors — the shops and retail points where products actually reach consumers — and separate them from warehouses. A heatmap shows where activity concentrates, and where there is room to grow.

Pipeline

A pipeline fed by real signals.

The visual board is familiar; what fills it is not. Deals enter from customer analysis, buying behaviour and Next Moves — not manual data entry. Orders built in Orbit create deals, and when a quote is accepted the deal moves to Won and continues as a Turis order.

Memories

Teach Orbit what the data can't show.

Not every important thing lives in a system. Add historical context, commercial agreements, relationship background or internal notes, and Orbit keeps them in mind when producing Insights and Next Moves — combining structured data with the knowledge only your team holds.

How it fits together

One connected line, from signal to order.

Orbit’s areas are not isolated modules. They are one workflow — insight flows into prioritisation, prioritisation into a built order, and the order into the operations you already run on Turis.

  1. 01

    Orbit knows your accounts

    Native Turis data plus the context you add through Memories — a complete, current view of every assigned customer.

  2. 02

    It finds the opportunities

    Footprint, Insights and live signals surface where the commercial potential and the movement actually are.

  3. 03

    It tells you where to focus

    Next Moves ranks the accounts to work now and explains why each one earned its place.

  4. 04

    You build the order

    Order Builder applies the right products, prices and terms — or drafts the order from an email or PO with AI.

  5. 05

    It becomes a real order

    The quote is accepted, the deal is Won, and the order continues into your ERP through Turis.

See it in orbit

Put your accounts in orbit.

1

Bring your accountsReal customers, order history, your own products and prices.

2

See your Next MovesOrbit scores the accounts and shows where the revenue is.

3

Build a live orderTurn a move into a customer-specific quote, start to finish.

Book a demo with your data

No commitment — see Orbit run on your own customers and orders.