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, AI-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 maintaining records. Orbit is built around generating orders. 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
  • Account performance

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

Built for the people who carry the number: sales reps managing assigned accounts, key account managers on strategic customers, and sales leaders running the pipeline — whether direct sales is your whole model or runs alongside a self-service Storefront.

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’s AI 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.

Actionable AI

AI that does commercial work.

Not a chatbot bolted onto a CRM. Orbit’s AI does the same job your sales team does — finding opportunities, judging timing and preparing orders — and hands over the result, not a summary.

It finds the opportunity

AI scores every account continuously on order patterns, behaviour and activity — and surfaces the ones worth working now as Next Moves.

It explains the signal

No black box. Every recommendation carries the reason it surfaced — an overdue reorder, a browsing buyer, a shift in the account — so you act with context.

It drafts the order

Paste an email thread, a purchase order or an unstructured request — AI turns it into a drafted, customer-priced order, ready to review and send.

It learns your business

Teach it what the data can’t show — agreements, history, relationship context. Memories feed straight into Insights and Next Moves.

All of it runs on your own commercial data — customers, orders, prices and live activity already in Turis. Not a generic model guessing about your business.

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.

Connected, not disconnected

Better than a CRM island. Better than selling from the ERP.

Most B2B sales teams work in one of two places today — and both cost them orders.

The disconnected CRM knows names and notes, not commerce. It can’t see what a customer actually buys or pays, every quote is re-keyed into another system, and keeping it in sync with reality is a job in itself.

Working directly in the ERP is where many reps end up, because that’s where products, prices and orders live. But ERPs are built for finance, not selling: no prioritisation, no customer signals, and no way to send a customer a quote and have them accept it.

Orbit is the third option: a sales-first workspace on the same integration backbone the rest of Turis runs on. The ERP connection your operations already trust — Business Central, SAP, NetSuite and the rest of your stack — feeds Orbit live, and every accepted quote flows back as a real order. No re-keying, in either direction.

Where sales work happens Orbit Disconnected CRM In the ERP
Customer, product & price data Live & native Synced or re-keyed Raw records
Tells you who to work on next AI-prioritised Manual lists Nothing
Customer-specific quotes & orders Prices & terms applied Re-keyed elsewhere Slow, admin-heavy
Send a quote for online acceptance One click PDF & email chains Not built for it
Accepted order lands in the ERP Automatic, via Turis Re-keyed by hand Manual entry
Built for salespeople Entirely Built for admin Built for finance

The bottom line

Put your accounts in orbit.

More won orders from the accounts you already have — and less of the work that never sold anything.

Reorders you’d have missed

Overdue and drifting accounts surface on their own — before the revenue quietly moves elsewhere.

Hours back, every week

Records maintain themselves, insights set themselves, and AI drafts orders straight from emails and POs.

Quotes accepted online

Send a customer-specific quote, get acceptance in one click — and it’s a real order in your ERP. No re-keying.

Value from day one

Native to Turis: no CRM migration, no integration project. Your accounts, orders and prices are already in it.

Book a demo with your data

Watch Orbit find the first Next Moves in your own accounts.