The complete platform for
B2B customer onboarding
Collect documents, signatures, and structured data through guided digital flows. No more email chains, missed files, or chasing signatures.
Total Flows
12
In Progress
5
Completed
4
Drafts
3
Trusted by leading B2B companies
Everything you need
Built for every step of onboarding
From the first welcome screen to final sign-off, Orbit handles the full customer onboarding lifecycle in one place.
Guided digital flows
Build step-by-step journeys with 10 step types — forms, signing, uploads, checklists, approval gates and more. No code.
Multi-party signing
Send documents to multiple signatories in sequence. Track signature status in real time and get notified when each party signs.
Structured data collection
Replace email attachments with dynamic forms, spreadsheet-style multi-row tables, and file uploads — all in one flow.
Team & role management
Create custom roles with granular permissions. Invite unlimited team members and assign them to flows and customers.
Built-in security
All data encrypted at rest and in transit. Full audit logs, GDPR-compliant data handling, and granular access controls.
Approval gates
Block customer progress until your team reviews and approves. Keeps compliance workflows structured and fully traceable.
How it works
Three steps to faster onboarding
From first setup to a completed customer onboarding — Orbit keeps every step tracked, organised, and auditable.
Build your flow
Pick from 10 step types — forms, uploads, signing, checklists and more — and arrange them in a drag-and-drop builder. No code required.
Send to your customer
Add recipients, write a personal message, and send. Each customer gets a branded portal link that works on any device.
Track and approve in real time
Watch progress step by step. Add approval gates, send reminders, and get notified the moment everything is complete.
Why teams choose Orbit
Less chasing. More closing.
B2B onboarding is still broken — emails, PDFs, chaser messages, manual signatures. Orbit replaces all of it with a guided digital flow your customers actually complete.
- Replace email chains with guided digital flows
- Full audit trail for every customer interaction
- White-label portal with your brand colours
- Connect to your CRM via webhooks and API
- Real-time notifications for every milestone
- Dedicated customer success manager on Enterprise
step types to build any workflow
customers — no per-seat pricing for recipients
white-label — your brand throughout
lines of code needed to get started
Customer stories
What teams are saying
“We replaced a messy mix of emails, PDFs and spreadsheets with a single Orbit flow. The multi-party signing alone removed so much back-and-forth.”
James Whitfield
CEO, Meridian Logistics
“Finally a platform that handles compliance properly. The approval gate and audit trail are exactly what our legal team needed.”
Sara Kim
MD, BluePeak Capital
“The multi-form tables are a game changer. We collect site details in a structured spreadsheet-style flow — previously that was a nightmare to manage.”
Anya Schmidt
CTO, Fenwick Systems
Pricing
Simple, transparent pricing
14-day free trial on all plans. No credit card required.
Starter
Perfect for small teams getting started.
- Up to 10 active flows
- 3 team members
- 5 step types
- Email support
- Standard templates
Growth
For growing teams that need advanced features.
- Unlimited active flows
- 15 team members
- All 10 step types
- Custom roles & permissions
- Multi-party signing
- Priority support
Enterprise
For large organisations with compliance needs.
- Unlimited everything
- Unlimited users
- SSO / SAML
- Dedicated CSM
- SLA guarantee
- Custom contract
Ready to transform your onboarding?
Join hundreds of B2B teams using Orbit to onboard customers faster, collect better data, and close more deals.
No credit card required · 14-day free trial · Cancel any time