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Quotes and orders for reps For the accounts someone sells, by phone or in person

See which customers to call today — and take the order on the call

Orbit is where your sales team works. It reads the orders you already take in Turis, shows each rep which accounts need attention and why, and turns the call into a quote the customer accepts in one click. Nobody fills in a CRM.

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Priced per sales seat, and it needs a Storefront, Vision or EDI plan underneath it — Orbit runs on your order data, so there has to be order data.

What Orbit is

The questions your sales team asks, answered from your orders

Orbit is where your sales team works. Every answer below is worked out from orders your customers have already placed — so nobody has to type anything in for it to be true.

The Orbit workspace, at a glance A compact Orbit screen. A ranked list of accounts with scores — Havlund Retail 79, Sundal Retail 71, Brecken Outdoor 67 — next to the reasoning for Brecken Outdoor: a recommended call, with urgency, value and confidence each contributing to the score. Along the bottom, a pipeline strip from prospecting to won. Orbit Tuesday, 09:04 NEXT MOVES 79 Havlund Retail Basket of 9 lines left on Thursday 71 Sundal Retail 9 weeks since an every-4-weeks order 67 Brecken Outdoor Two orders behind their own cadence RECOMMENDED MOVE Call Brecken Outdoor today — two lines they always buy have stopped. Urgency +35 Value +19 Confidence +13 Build the order PIPELINE Prospecting 4 open Proposal 2 open Negotiation 2 open Won 6 open

Next Moves

The list your rep opens at nine in the morning

Most reps decide who to call from memory, a spreadsheet, or whoever shouted last. Orbit hands them a ranked list every morning, built from what accounts actually did — and tells them why each one is on it.

A scored account, with the reason and the arithmetic behind the score Orbit’s Next Moves list, five accounts each with a score out of a hundred, the kind of signal that raised it, and a sentence saying what changed. One account, Brecken Outdoor at 67, is open in a detail panel. The panel gives the recommended call, the signals it read — nine orders in twelve months, sixty-one days since the last one against a usual cadence of twenty-seven, an average order of one thousand eight hundred and forty euros, and two of eight lines dropped — and then how the score was reached: urgency plus thirty-five, value plus nineteen, confidence plus thirteen. Build order, Snooze and Dismiss sit at the foot. Next moves Scored across your accounts, ranked by where to act first. All 5 Reorder due 2 Buying signal 1 Abandoned cart 1 Check in 1 79 Abandoned cart Havlund Retail Basket of 9 lines left on Thursday, €2,140. Call and offer to place it. 71 Reorder due Sundal Retail Ordered every 4 weeks for 14 months. 9 weeks since the last one. 67 Reorder due Brecken Outdoor Two orders behind their own cadence, and the basket is narrowing. 58 Buying signal Alpine Sports Co Three visits to the outerwear range this week, no order placed. 49 Check in Kirkevik Sport Steady for two years. Nothing wrong; nothing scheduled either. Reorder due Brecken Outdoor 67 Recommended next move Call Brecken Outdoor today. They are two orders behind their own cadence and have stopped reordering two lines they used to buy every time. WHAT IT READ Orders (12 mo) 9 Days since last order 61 Usual cadence every 27 days Average order €1,840 Lines dropped 2 of 8 WHY THIS SCORED 67 Urgency +35 Value +19 Confidence +13 Build order Snooze Dismiss
Every card carries the sentence a rep can open the call with — and, underneath, the signals it read and how the score was arrived at.

Reorder due

Not a generic thirty days — this account’s own cadence, learned from its order history. A customer who has ordered every four weeks for a year and is now at nine is a different signal from one who orders twice a year.

Back in stock

Something they wanted was unavailable and now isn’t. The window where that call is worth making is short and nobody remembers it unaided.

Buying signal

Activity on your storefront without an order behind it — someone looking at a range they have not bought before, or coming back to the same page three times.

Abandoned cart

A basket built and left. This is the only one where the customer has already told you what they want, which is why it usually scores highest.

Check in

Nothing is wrong and nothing is scheduled. A steady account that nobody has spoken to, surfaced before it becomes one of the others.

It gives them the opening line.
A card reads: “two orders behind their own cadence, and they have stopped reordering two lines they used to buy every time”. That is something to say when the buyer picks up. A priority number is not.
You can see why it ranked them.
Urgency, value and confidence, each shown separately. A rep who disagrees can point at the part they disagree with.
It ends.
It is a shortlist, not every problem in your customer base. Work it to the bottom and stop — every account is still there to search when you want one.

Quotes and orders

The quote goes out during the call. One click, and it’s an order

A customer rings with an order. You build it while they talk, at their own prices, and send the quote from the same screen. It lands in their inbox with one button on it. Nobody has to say “I’ll email you a confirmation.”

A phone order becoming an approved order during the call A single call to Sundal Retail, four minutes and twelve seconds long, shown as a bar across the top. Three things happen inside it. At one minute the agent builds the order on screen at that customer’s own prices and publishes a quote. At three minutes the quote arrives in the customer’s own email as a message with one Accept button. At four minutes it is an approved order sitting in the order list alongside orders from every other channel. On the phone with Sundal Retail 04:12 Sundal Retail · their prices €1,742.40 Publish quote You build it while they talk €1,742.40 3 lines · 108 units Accept order One tap in their own inbox #4319 · Sundal Retail approved by the customer A real order, in your order list
Nobody said “I’ll email you a confirmation.” The quote left from the screen the order was built on, and came back accepted before the call ended — into the same list, the same checks and the same route to your ERP as every other order.
They don’t need an account.
The quote arrives as an ordinary email with one button on it. No login, no portal, no password to reset. They tap it and it becomes a real order in your list, with the same checks and the same route into your ERP as every other order.
You see what a discount costs before you give it.
Their cost and your margin sit on every line and move as you change the price. Most teams find that out from a finance report a month later, when the discount is already a fact.
And a manager can cap it.
Go past your discount limit and it needs approval before the quote can go out. The flexibility that closes deals doesn’t quietly become the thing that costs you the year.
An order being built, with cost, margin and stock on every line Four order lines for Sundal Retail, each showing the product, its SKU, how many are in stock, the quantity ordered, the unit cost, the unit price, any discount and the resulting margin percentage. One line carries a twelve per cent discount and its margin has dropped accordingly; another is running low on stock. A panel on the right totals the order live: items, subtotal, cost, and the margin in both euros and per cent. Publish quote and Convert to order sit at the foot. Sundal Retail their price list prices update automatically PRODUCT STOCK QTY COST PRICE DISC MARGIN Fell Jacket — Moss FJ-2214-MS 240 24 €28.60 €51.60 — 44.6% Ridge Knit — Oat RK-1108-OT 512 36 €19.40 €35.60 — 45.5% Harbour Cap — Navy HC-0431-NV 118 48 €6.20 €10.21 12% 39.3% Trail Vest — Black TV-5523-BK 64 18 €21.10 €38.40 — 45.1% L to jump to lines · Tab between fields · ↑↓ to move rows · esc to exit Order metrics Live as you build it. Items 126 Subtotal €3,701.18 Cost €2,062.20 Margin €1,638.98 44.3% on this order moves as you discount Publish quote Convert to order
The same screen, mid-build. You can see what the 12% on line three costs you while you can still change your mind about it.
Fast enough to use forty times a day.
Keyboard throughout — jump to the lines, tab between fields, move rows without reaching for the mouse. Reps use what is quicker than the spreadsheet they have now, and nothing else.

What’s in it

A commercial workspace, on one screen

Ten parts, and every one of them is built from orders your customers have already placed — so there is nothing to import, nothing to keep in sync, and nothing for a rep to fill in.

Next Moves

The short list of accounts that need a call today, each with the reason it surfaced.

Order Builder

Build the order while the customer is talking, then send it as a quote they accept in one click.

Customers

Every account with what it actually bought, sorted into active, at risk, prospect or churned.

Insights

Groups that keep themselves up to date — your best accounts, your slipping ones, your growing products.

Footprint

Which shops and chains your products reach, so you can see where you are absent.

Live signals

What customers are doing on your storefront right now, including the baskets nobody submitted.

Pipeline

Open quotes and deals by stage, with how long each has been sitting there.

Approvals

A discount past a rep’s limit waits for a manager instead of going out and being argued about later.

Memory

The things orders cannot show — a maternity cover, a store refit — noted with a date they stop mattering.

Team & territories

Who owns which accounts, and who is allowed to see and discount what.

Every customer

Sorted by what they’re doing, not by what someone typed

Active, at risk, prospect, churned — assigned from order behaviour, kept current, and applied to your whole base including the customers who order themselves and never speak to anybody.

The whole customer base sorted by state, with the at-risk accounts opened One hundred and fifteen customers shown as a single proportional bar: seventy-two active, twelve at risk, nineteen prospects and twelve churned. The at-risk slice opens downward into the accounts inside it — Havlund Retail, whose order value is down forty-one per cent over three months; Kirkevik Sport, which ordered every five weeks for two years and is now at fourteen; and Marne Outdoor, which has stopped buying four lines it took every time — each with its last order date and its twelve-month value, and nine more below. 115 customers, already sorted Assigned from order behaviour and kept current. Nobody tags anything. 72 Active 12 At risk 19 Prospect 12 Churned At risk · 12 accounts why each one is here Havlund Retail Order value down 41% over three months 11 Jun €18,420 Kirkevik Sport Ordered every 5 weeks for two years. 14 weeks. 02 May €9,180 Marne Outdoor Stopped buying four lines they took every time 24 Jun €6,940 and 9 more
Twelve accounts out of a hundred and fifteen, and a reason on each. A rep can work twelve.

What it works out on its own

Turn any segment into work

A segment here is not a report. Open one and it is a list of accounts with a rep attached — or hand it to Pulse and let it email them on rules you set. And nobody built the segment: Orbit sorts your customers, buyers and products on its own, and moves them when their behaviour moves.

Segments assigned across customers and products, and three that changed this week Four distributions. Lifecycle stage across a hundred and fifteen customers: fourteen growing, sixty-three established, twelve at risk, twenty-six inactive. Value tier across the same customers: eight top, twenty-two high, fifty-one mid, thirty-four low. Demand trend across three hundred and seventy-two products: forty-one rising, two hundred and sixty-eight steady, sixty-three declining. Sales velocity across the same products: thirty-seven fast, a hundred and ninety steady, a hundred and eight slow, thirty-seven stale. Underneath, three things that moved between segments this week, each with the segment it left, the one it entered and when. Assigned and re-checked while you were doing something else Across customers, buyers and products. No saved filters, no tagging, nobody maintaining a list. CUSTOMERS Lifecycle stage Growing 14 Established 63 At risk 12 Inactive 26 CUSTOMERS Value tier Top 8 High 22 Mid 51 Low 34 PRODUCTS Demand trend Rising 41 Steady 268 Declining 63 PRODUCTS Sales velocity Fast 37 Steady 190 Slow 108 Stale 37 MOVED BETWEEN SEGMENTS THIS WEEK Sales velocity Ridge Knit — Oat Steady Slow 4 days ago Lifecycle stage Havlund Retail Established At risk 6 days ago Demand trend Harbour Cap — Navy Steady Rising 9 days ago
Segments are the part of a CRM somebody has to build. Here they build themselves, across three different populations, and they move when the behaviour moves.

Pipeline

Yes, there is a pipeline — and nobody maintains it

Every opportunity from first touch to signed order, by stage, with what it is worth and how long it has been standing still. This is the part a sales manager checks on a Monday, and the part a reader assumes is missing when we say Orbit is not a CRM. It is not missing.

The pipeline, with how long each deal has been standing still Five stages from prospecting to closed won, each with a count of deals and their total value. One deal in each stage is shown with its name, the customer, its value and how many days it has been in that stage. The proposal for Havlund Retail has been sitting for thirty-one days and is marked. The closed-won deal carries a real order number, because the order itself moved it there. Every opportunity, first touch to signed order 17 open · €53,770 Prospecting 4 · €2,140 Autumn range review Kirkevik Sport €980 4d Qualifying 3 · €6,410 Second door opening Marne Outdoor €3,120 9d Proposal 2 · €11,800 AW26 full range Havlund Retail €8,400 31d Standing still for a month Negotiation 2 · €9,240 Volume agreement Sundal Retail €6,900 18d Closed won 6 · €24,180 Reactivation order Brecken Outdoor €1,742 #4319 Moved here by the order itself Nobody drags a card when an order lands. The order is the stage change.
Every CRM has a board. The number in the corner is the part that matters — how long a deal has been sitting exactly where somebody left it.
The order is the stage change.
On a hand-maintained board somebody drags a card when the deal moves — or more often does not, and the pipeline drifts out of date in the direction that flatters everyone. Here a deal moves when the order lands, because the order is the thing that actually happened.
So the forecast is worth reading.
Stage totals and open value add up from real quotes and real orders rather than from what each rep felt like typing before the Monday meeting.

Footprint

Which shops actually sell your products

You sell to accounts. Your products land in shops. Those are different maps, and most brands only have the first one.

Retail doors on a map, with one region conspicuously empty A map showing every retail location selling this brand’s products, as pins sized by revenue. There are dense clusters in two regions and a third smaller one, and one large area with no pins at all, marked as having no doors. Beside the map, revenue is broken down by retailer: Havlund Retail across nine doors, Sundal Retail across six, Kirkevik Sport across four and Marne Outdoor across two. Every door your products actually sell through Not which accounts bought — where the goods ended up. No doors here two retailers already sell nearby BY RETAILER Havlund Retail €41,280 9 doors Sundal Retail €27,910 6 doors Kirkevik Sport €14,460 4 doors Marne Outdoor €6,940 2 doors
You know what a retailer bought. This is where it went — and the region where it didn’t.
Including the gaps.
Every door, what each one turns over, and — more usefully — the places on the map where you have none.

Memory

Tell it what data can’t see — and when to forget it again

The buyer is on parental leave until October. The account shuts every August. You are mid-tender and everyone agreed to go quiet. Write it down once and every ranking respects it — then it expires on the date you set, so nobody has to remember to undo it. That is the difference between context and a notes field full of things that were true two years ago.

Adding a memory, with the date it stops being relevant A composer for adding knowledge the order data cannot see. A rep has written that the buyer at Havlund Retail is on parental leave until October and that their cover is not authorised to sign off range changes. It is attributed to a phone call, files can be attached, and it is shared with the team. Two date fields set when it becomes relevant and when it expires — in this case the twentieth of October. A note underneath confirms the opportunity engine reads it and will stop believing it on that date. What did you learn? A call, an email, a file from another system, or just your read on the account. Buyer is on parental leave until October. Her cover can reorder but isn’t authorised to sign off range changes, so don’t push the AW26 proposal yet. Phone call Attach files Whole team How long should it believe you? Relevant from today Expires 20 October 2026 The opportunity engine reads this when it ranks Havlund Retail. On 20 October it stops believing it, without anyone remembering to tidy up.
Every notes field fills up with things that were true two years ago. A memory that knows when to expire is the difference between context and clutter.
Nothing here reaches a customer.
Orbit is a list on a screen. Nothing it suggests leaves your company unless one of your people reads it, agrees and acts — which is what makes a wrong suggestion cost two seconds of scrolling rather than an awkward email. The part of Turis that contacts customers on its own is Pulse, and it runs on rules you wrote.
Disagree, and it stays disagreed with.
Snooze an account until a date you choose, or dismiss it. Both are states you can go back and look at, so a manager can see what the team is pushing away and whether the list is earning its place.
The real risk isn’t accuracy. It’s adoption.
A rep sent to three dead accounts in a week stops opening the tab, and no amount of ranking quality gets them back. That is why the score shows its working and why the list is short — both exist to be argued with.

Team and territories

Roll it out to eight people, or eighty, without handing over everything

The first question a sales manager asks about any tool like this: can a junior rep see only their own accounts? Yes — and there are seven roles between that and full administration.

Seven Orbit roles, ordered by how far each one can see Seven roles as a widening ladder. Sales Agent, Account Executive and Key Account Manager see only the accounts assigned to them, with increasing authority over pricing. Internal Sales Rep, Sales Manager, Sales Director and Orbit Admin see every account, ending with the admin who can configure the pipeline itself. Beside them, four of ten seats are in use, with the accounts each person owns. Give eight people access without giving eight people everything Roles, ordered by how far each one can see. Sales Agent their own accounts Works only the accounts assigned to them. Account Executive their own accounts Owns a book end to end, including pricing decisions. Key Account Manager their own accounts Long-term relationship owner, full pricing authority. Internal Sales Rep every account The desk. Cross-account visibility for support work. Sales Manager every account Manages assignments and pipeline ownership. Sales Director every account Full pipeline and activity across every account. Orbit Admin every account Everything, including configuring the pipeline stages. Seats in use 4 of 10 Admins don’t use a seat
The line across the middle is the only distinction most people need: three roles that see their own book, four that see the whole business.
Accounts belong to people.
Assign customers to a rep and they get a book. A territory map shows every account coloured by who owns it, which is usually the moment somebody notices a region nobody has been calling.
Managers can look through a rep’s eyes.
See Orbit exactly as one of your team sees it, without logging in as them — useful for working out whether the list they open every morning is any good.
Discounts have a ceiling, and it is enforced.
Set a limit per rep. Anything past it lands with their manager and the quote can’t be published until it is approved or declined. Not a report of what already happened — a gate before it does.

The whole difference

A CRM is a record of what your team remembers. Orbit is a record of what happened

This is not a feature. It is the reason everything below it is believable.

A CRM form with empty boxes, against nine real orders on a timeline On the left, the account in a CRM, drawn as a form. Owner, stage and last activity have been typed in; last order, order value and reorder due are empty boxes. The form was last edited on the fourteenth of April. On the right, the same account in Orbit, drawn as its actual order history: nine orders as bars along a timeline, evenly spaced about twenty-seven days apart, the last two visibly smaller than the rest, and then a conspicuous empty stretch before today. The cadence is measured between two orders and the overdue gap is measured across the empty stretch at thirty-four days past due. Two products that stopped appearing in the orders are named underneath. IN YOUR CRM Brecken Outdoor Owner Mia Talvik Stage Active customer Last activity 14 Apr · voicemail Last order Order value Reorder due Last edited 14 April. Nothing has changed since. IN ORBIT Brecken Outdoor Nine real orders. Nobody typed any of this. today every 27 days 34 days past due STOPPED APPEARING IN THEIR ORDERS Ridge Knit — Oat Crag Sock — Ecru on every order for a year, then gone
The same customer, an hour ago. The left-hand form was filled in correctly — it was just filled in once, in April. Everything on the right is measured off orders that already existed.
Somebody has to type it.
The call, the stage, the note, the close date — logged by the person whose performance the record is used to assess, at the end of a week, from memory.
So it goes stale unevenly.
The accounts that get updated are the ones a rep is already thinking about. The account nobody has thought about for four months has nothing in it, because nobody called, because nobody noticed.
Orbit isn’t typed at all.
It reads the order table. An order cannot be forgotten, inflated on a Friday afternoon, or left blank because the week got busy. There is no sync to maintain, because it is the same system your storefront prices against.

A CRM fails hardest on the exact case you bought it for.

You don’t have to choose.

Orbit connects to HubSpot, Pipedrive and Salesforce. Keep yours for the things it is genuinely better at — outbound campaigns, prospects who have never bought from you, anything that lives in logged conversations — and let Orbit take the half that depends on what customers actually ordered.

What that means in practice

Questions a sales team asks, and what a disconnected CRM can answer compared with Orbit.
The question A disconnected CRM Orbit
When did this account last buy? When somebody last logged an activity The date of the last order, and every order before it
Are they ordering less? Whatever was typed into a note Order value and frequency against their own twelve-month pattern
Have they stopped buying something? Nothing Which lines dropped out of their orders, and when
Is this account overdue a reorder? Nothing, unless a rep set a reminder The account’s own cadence, and how far past it they are
Which doors are actually selling it? Nothing Revenue by retail location, on a map
Did the rep actually follow up? Only if the rep logged it Only if the rep logged it. Orbit reads orders — a call nobody recorded is invisible to it too

What it costs

A seat for each person who works accounts

€49/seat/mo, minimum 3 seats. Orbit is the only part of Turis priced by people rather than by orders, because it is the only part used by a team whose size has nothing to do with your order volume.

One seat per person, and admins are free.
Buy a seat for each person who owns accounts or takes orders. Everyone else in your business carries on using Turis without one, and whoever administers Orbit doesn’t consume a seat.
It needs a channel plan underneath it.
Orbit runs on your order data, so there has to be order data — a B2B Storefront, Vision or Turnkey EDI plan. It isn’t sold on its own, and it wouldn’t work if it were.
Nothing else is charged.
No setup fee, and no commission on the orders your reps build. The seat is the price.

Orbit is included in the free trial — 14 days, no credit card needed. See how the whole platform prices →

Before the demo

The questions sales managers ask first

If yours isn’t here, thirty minutes with your own data on the screen answers it faster than another page will.

Does this replace our CRM?

For the part of it that is about customers who already buy from you, usually yes — reorder timing, declining accounts, dropped products, their real prices, and building the order. For outbound marketing, and for anything that depends on logged conversations rather than orders, no. If your reps run on a spreadsheet today, there is nothing to replace and nothing to migrate.

Can a rep see only their own accounts?

Yes. Sales Agent, Account Executive and Key Account Manager are all scoped to the accounts assigned to them; Internal Sales Rep, Sales Manager, Sales Director and Orbit Admin see everything. You assign customers to people, and a territory map shows who owns what.

Our customers don’t use the storefront. Does it still work?

Yes. Orbit runs on orders, whichever door they came through — a PDF read by Vision, an EDI file from a retailer, an order a rep keyed in. The only thing it loses without a storefront is browsing behaviour, which is one signal out of several.

Does Orbit email our customers?

No. Nothing in Orbit sends anything to anybody. It is a list your team reads, and the one thing that does leave — a quote — leaves because a person pressed publish. The part of Turis that emails customers on its own is Pulse, and it runs on rules you set.

What happens when it tells a rep to call the wrong account?

They scroll past it. They can snooze it until a date they choose or dismiss it, and they can write down what the order data cannot see — a buyer on leave, a seasonal shutdown — with a date for when that stops being true.

How is this different from Tippy AI?

Tippy does the work you ask for. Orbit tells you which work is worth doing. You ask Tippy to do a job; Orbit opens in the morning with a shortlist you never asked for.

Can we hold accounts that have never ordered?

Yes — prospects are one of the states an account can be in, and you can keep contacts against them. Be clear-eyed about it though: Orbit’s advantage is order history, and an account with no orders has none for it to read. It will hold them; it will not have much to say about them.

Can we keep the CRM we already have?

Yes. Orbit connects to HubSpot, Pipedrive and Salesforce, so you can keep yours for the parts Orbit doesn’t do — outbound marketing, prospects who have never bought — and let Orbit handle everything that depends on what customers actually ordered. Plenty of teams run both, and the ones who eventually drop the CRM do it because they stopped opening it, not because we asked them to.

Does it work on a phone?

Yes, the same as the rest of Turis. Which matters more here than elsewhere, because the people with Orbit seats are the ones in cars, in stockrooms and at trade shows — a rep can open the list, check what an account last bought and build the order without waiting to get back to a desk.

Do orders built in Orbit go into our ERP?

Yes, the same way every other order does — same checks, same approval rules, same format. It is not a separate kind of order your finance team has to learn.

How many seats do we need?

One per person who owns accounts or takes orders. €49/seat/mo, minimum 3 seats, and whoever administers it doesn’t use one. Everyone else in your business keeps using Turis without a seat.

Is our data used to train AI that other Turis customers benefit from?

No. Your customers, your orders and your prices are yours, and nothing about your account is used to improve anything for anybody else.

Three ways an order arrives. One place it lands.
They’d order themselves, if there were somewhere to do it B2B Storefront from €299/mo
They’ll always email a PDF or spreadsheet Vision from €199/mo
Their procurement team mandates EDI Turnkey EDI from €200/mo per partner

Tippy AI, Pulse and Reports included with every plan. No setup fee. No commission on your sales.

See it with one of your own orders

Send us a real purchase order — a messy one, ideally — and we’ll show you what Turis does with it on the call.

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Live product, your order flow, no slide deck.  ·  14 days, no credit card needed.  ·  No commission on your sales, ever.