Founding price: $147/mo for life · first 100 only

Put your whole business in one orbit.

Leads, booking, texting, social posting, contracts, websites, payments and reviews. All in one login.

14 days for $1No contractsCancel in 2 clicksFree Orbit Community
01The problem

You're working hard.
Your tools aren't.

Businesses lose clients in the gaps between their apps.

Logins & monthly bills

Separate apps6 to 10
6–10
Fresh Start Orbit1
1

Every login is another monthly bill.

Too many apps, too many billsCalendar, forms, texting and a spreadsheet holding it together.
Leads go cold while you're busyThey book with whoever answered first.
Feast or famineNothing keeps clients warm in between.
Orbit puts it all in one place, and follows up for you.
02Features

One login. Every tool to grow.

Stop paying for separate apps that don't talk to each other.

Your command center: every lead, booking and payment on one screen
Start My $1 Trial →14 days for $1 · No contracts · Cancel in 2 clicks

CRM & Pipelines

Every client, their history and next step.

Online Booking

Self-booking. Reminders cut no-shows.

Forms & Documents

Intake forms and secure uploads.

Texts, Email & Chat

One inbox, on any device.

Automations

Follow-ups that run on their own.

Websites & Funnels

Pages that feed your CRM.

Payments & Invoices

Invoices, payments and plans.

Reputation

Auto Google review requests.

Social Planner

Every channel, one calendar.

Courses & Community

Teach clients or train staff.

Reporting

Leads, bookings, revenue at a glance.

Mobile App

Run your office from your phone.

Replaces CRMschedulerform buildertexting appemail toolwebsite builderreview toolinvoicing → one Orbit login
Everything inside Orbit

Not just a CRM. Your whole back office.

Every plan includes all of this. No tiers, no features held back.

Find & win clients

  • CRM & contact records
  • Sales pipelines & opportunities
  • Lead scoring & smart lists
  • Websites with your own domain
  • Funnels & landing pages
  • Blogs
  • Forms, surveys & quizzes
  • Affiliate & referral manager

Market everywhere

  • Social media planner: Facebook, Instagram, LinkedIn, Google, TikTok, YouTube, Pinterest
  • Email marketing & newsletters
  • Text message campaigns
  • Ready-made templates
  • Trigger links & QR codes
  • Promotions, coupons & win-back campaigns

Talk to clients

  • One inbox: text, email, website chat, Facebook, Instagram & Google
  • Missed-call text-back
  • Business phone numbers & call tracking
  • Voicemail & call recording
  • Mobile app for iPhone & Android
  • WhatsApp (add-on)

Book & deliver

  • Online booking calendars
  • Team & round-robin scheduling
  • Text & email reminders
  • Intake forms & secure document uploads
  • Proposals & estimates
  • Contracts & e-signatures

Get paid

  • Invoices & payment links
  • Recurring subscriptions & payment plans
  • Text-to-pay
  • Online store & product checkout
  • Order forms & upsells
  • Coupons & discounts

Grow & keep clients

  • Automated Google review requests
  • Reputation dashboard & review widget
  • Courses & memberships
  • Communities & client portal
  • Workflow automations
  • Reporting & dashboards

Plus up to 5 users, setup for your business type, The Orbit Community and email support. AI Employees, WhatsApp, extra users and numbers are optional add-ons.

03How it works

Less chasing. More closing.

Three steps. Orbit runs them for you.

90-second product tour: CRM, texting, social, contracts, websites, payments, courses & more · sample data

1

Capture & convert

Every lead lands in one place. Orbit follows up the moment it arrives.

  • Missed-call text-back in seconds
  • Visual pipelines show the next step
  • Auto follow-up until they book
JC
New leadJ. Carter · consultation
New
ML
Text-back sentM. Lopez · missed call
Auto
AM
WonA. Moore · $450
Won
2

Book & collect

Send one link. Orbit handles scheduling, forms, documents and reminders.

  • Booking with text & email reminders
  • Intake forms, e-signatures, uploads
  • "Still missing your paperwork" nudges
TB
Appointment bookedTuesday · 2:00 PM
Confirmed
KD
Agreement signedAgreement + intake
3 files
RH
Reminder sentMissing documents
Auto
3

Get paid & reviewed

Turn finished work into payments and 5-star reviews.

  • Invoices, payment links & plans
  • Review requests after every job
  • Referral & win-back campaigns
$
Invoice paidPaid by card
Paid
★
5-star Google review"Fast and friendly!"
★★★★★
↻
Referral requestSent automatically
Auto
Start My $1 Trial →14 days for $1 · No contracts · Cancel in 2 clicks
04Who it's for

Whatever you run, Orbit runs with it.

Pick your business type. Your account comes ready with a pipeline, forms and follow-ups that fit.

Service Businesses

Book more jobs. Get paid faster.

  • Booking & reminders
  • Estimates, invoices & payments
  • Reviews after every job

Coaches, Consultants & Speakers

Fill your calendar. Deliver your programs.

  • Discovery-call booking
  • Enrollment & payments
  • Courses & community

Tax & Financial Pros

Stay organized all season.

  • Intake & document collection
  • Missing-document reminders
  • Year-round nurture

Local & Retail

Look bigger. Stay top of mind.

  • Website & lead forms
  • Missed-call text-back
  • Promotions & repeat business

Agencies & Creatives

Clients and projects in one place.

  • Proposals, contracts & payments
  • Client pipelines
  • Funnels & landing pages

Organizations & Networks

Grow and support your people.

  • Onboarding & training portals
  • Text & email announcements
  • Events & registrations
05Every season

Built for your busy season and your slow one.

Tax season, holidays, enrollment, summer. Orbit works hard in the rush and keeps clients close after it.

Without OrbitWith Orbit
YOUR RUSH JanFebMarAprMayJunJulAugSepOctNovDec phone stops ringing clients stay warm

Busy-season mode When you're slammed

  • Fast intake & booking
  • Reminders that run themselves
  • Status texts so clients stop calling
  • Review requests the day you deliver

Off-season mode When it slows down

  • Offers that bring clients back
  • Birthday, holiday & check-ins
  • Referral & win-back campaigns
  • Early-bird booking for your next rush
06AI Employees

Your front desk, open 24/7.

AI that answers, books and follows up while you work, sleep or take a day off.

AI Receptionist

Answers calls and questions. Books appointments.

Conversation AI

Replies to texts, chat and social in seconds, in your voice.

Reviews AI

Replies to Google reviews so every client feels heard.

Content AI

Emails, posts and website copy in minutes.

AI Employee Suite · $147/mo add-on to any plan
07Community

You'll never figure it out alone.

✓ Included free with every plan

Learn the system, grab templates and get answers from people who use Orbit every day.

Join Orbit for $1 →
Orbit Quick StartSet up in your first 7 days
Automate Tax SeasonReady-to-run campaigns
AI Employees 101Set up AI the right way
Templates libraryForms, emails, texts, pipelines
Live office hoursMonthly Q&A with our team
Weekly wins & Ask the TeamShare results, get answers
08Pricing

One price. The whole system.

No tiers. No features held back.

Founding Member · First 100 only

Fresh Start Orbit

$147/month
Regular
$197
Founding
$147
Save $600 a year · locked in for life while you stay subscribed
$1,470/year
Regular
$1,970
Founding
$1,470
Just $122.50/mo · locked in while you stay subscribed
Ends at 100 accounts
  • CRM, pipelines & contacts
  • Online booking & reminders
  • Forms & document collection
  • Texts, email & chat inbox
  • Automations & follow-ups
  • Websites & funnels
  • Payments & invoices
  • Review requests
  • Social planner
  • Proposals, contracts & e-signatures
  • Email & text marketing
  • Phone numbers & call tracking
  • Online store & subscriptions
  • Courses & client portal
  • Up to 5 users
  • Setup for your business type
  • The Orbit Community
  • Monthly live office hours
  • Email support
  • Mobile app
  • See everything inside →
Start My $1 Trial →
$1 today · 14-day trial · trial & billing terms

Start your 14-day trial for $1 today. When your trial ends on the 14th day, your card will be charged $147 per month (Founding Member price) until you cancel. To avoid being charged, cancel before your trial ends. Cancel anytime in your account under Settings > Billing, or by emailing [email protected]. Texts, calls and emails are billed separately based on usage. The $1 trial fee is non-refundable. See our Terms of Service and Cancellation & Billing Policy.

Get My Founding Year →
Charged yearly · renewal & billing terms

Your card will be charged $1,470 today for your first year (Founding Member price). Your plan renews automatically every year at $1,470 until you cancel. To avoid renewal, cancel before your renewal date in your account under Settings > Billing, or by emailing [email protected]. Texts, calls and emails are billed separately based on usage. See our Terms of Service and Cancellation & Billing Policy.

Optional add-ons

Add anytime. Cancel anytime.

AI Employee SuiteReceptionist, chat, reviews, content
$147/mo
VIP SupportPriority help + monthly strategy call
$97/mo
WhatsApp messagingMessage clients on WhatsApp
$19/mo
Extra userBeyond the 5 included
$15/mo
Extra phone numberAnother location or campaign
$5/mo

Founding pricing: first 100 members, monthly or yearly. After that, $197/month or $1,970/year.

09Done for you

Want it done? We'll build it.

Skip the learning curve. Working for you from week one.

Liftoff

$497 one time

Up and running fast

  • Business-type setup installed
  • Your logo, colors & domain
  • Calendar + 1 intake form
  • Texting registration started
  • 45-minute training call
Add at checkout

Ascend

Most popular
$1,497 one time

Everything in Liftoff, plus:

  • 5-page website or funnel
  • Up to 3 pipelines
  • 5 automations
  • Contact import
  • Review-request campaign
  • 2 training calls + 30 days support
Add at checkout

Full Orbit

$2,997 one time

Everything in Ascend, plus:

  • AI receptionist set up & trained
  • Website up to 10 pages
  • Busy- & slow-season campaigns
  • Move-over from your old system
  • Up to 10 automations
  • Strategy session with Dr. B + 60 days support
Add at checkout
On-Time Setup GuaranteeIf we don't finish your done-for-you setup by the date we give you when you book, your next month of Orbit is free.
10The difference

Juggling apps vs. one Orbit.

Separate apps
Fresh Start Orbit
Logins & monthly bills
6 to 10
1
Setup for your business type
You build it
Preloaded
Missed-call text-back
Rarely
Included
Busy- & slow-season campaigns
No
Included
Training community & office hours
Help articles only
Included free
Contracts
Often yearly
None, cancel anytime
"I was running several companies on a dozen different apps. Calls went to voicemail while I was with clients. Follow-ups lived on sticky notes. I was paying for tools that didn't talk to each other, working harder than ever, and still losing business in the gaps.So I stopped patching and built one system to run all of it. That system is Orbit. Now I'm handing you the fix I wish I'd had."Dr. Eukeethia B. · Founder, Fresh Start Global Enterprise
11Our story

We run our own businesses on Orbit every day.

From Fresh Start Global Enterprise, founded by Dr. Eukeethia B. in 2015. Every feature earned its place in our businesses before it reached yours.

2015building businesses since
1login for your whole business
24/7follow-up that never sleeps
12FAQ

Questions? Answered.

What is Fresh Start Orbit?

Fresh Start Orbit is an all-in-one CRM and business automation platform. It combines your CRM, booking, forms, texting, email, websites, payments, reviews and courses in one login, with a ready-made setup for your type of business.

Who is Orbit for?

Any business owner with clients, customers or members: service businesses, coaches and consultants, local businesses, agencies, organizations, and tax and financial professionals. If you're juggling several apps to run your business, Orbit replaces them with one.

What is the best CRM for a tax office?

The best CRM for a tax office handles client intake, document collection, appointment reminders and follow-up in one place. Fresh Start Orbit was built by tax and finance professionals and comes preloaded with tax-season intake, missing-document reminders and review requests.

How does the $1 trial work?

You pay $1 today and get full access for 14 days. If you keep Orbit, your plan starts automatically when the trial ends. If it's not for you, cancel before day 14 in Settings > Billing and you won't be charged the plan price.

Is there a contract? How do I cancel?

No contracts. Cancel anytime in your account under Settings > Billing, or email [email protected]. Your plan stays active until the end of the period you've paid for.

What does the Founding Member price mean?

The first 100 members pay $147 a month instead of $197, or $1,470 a year instead of $1,970. That price stays locked for as long as the subscription stays active. Once 100 Founding spots are claimed, the offer closes.

Can I pay yearly?

Yes. Yearly plans get 2 months free: $1,470 a year at the Founding price, or $1,970 a year after Founding spots are gone. Yearly plans are charged up front and renew each year until you cancel.

Are texts, calls and emails included?

The tools are included. Texts, calls and emails are billed separately based on how much you use, at the rates posted in your account, the same way phone and email providers charge.

Can you set it up for me?

Yes. Choose a done-for-you package (Liftoff, Ascend or Full Orbit) and our team builds your system for you. Every member also gets the Orbit Community, with lessons, templates and monthly live office hours.

Do you guarantee the done-for-you setup?

Yes. When you book Liftoff, Ascend or Full Orbit, we give you a finish date. If we don't finish your setup by that date, your next month of Orbit is free.

How much does Fresh Start Orbit cost?

Fresh Start Orbit is $197 a month or $1,970 a year. The first 100 Founding Members pay $147 a month or $1,470 a year, locked in while they stay subscribed. You can start with a 14-day trial for $1. Texts, calls and emails are billed separately based on usage.

Is Orbit a good CRM for tax preparers and financial professionals?

Yes. Orbit comes from a family of tax and financial companies, so it handles what financial offices need: secure client intake and document collection, missing-document reminders, online booking, e-signatures, invoices and payments, and year-round client follow-up, with a tax-season setup ready to turn on.

Does Orbit include an AI receptionist?

Yes, as an add-on. The AI Employee Suite ($147 a month) adds an AI receptionist that answers calls and books appointments, plus Conversation AI for texts and chat, Reviews AI and Content AI.

What software does Orbit replace?

Most businesses replace 6 to 10 separate tools: their CRM, scheduler, form builder, texting app, email tool, website builder, review tool and invoicing. Orbit puts all of it in one login with one monthly bill.

Can I run Orbit from my phone?

Yes. Orbit includes a mobile app, so you can answer texts, see your calendar, follow up with leads and take payments from anywhere.

Do you have a referral program?

Yes. Join the Orbit Referral Program and earn 20% of every monthly payment from the customers you refer, for as long as they stay subscribed. Learn more.

Can I move my contacts from another CRM?

Yes. You can import contacts from a spreadsheet in minutes, or choose the Ascend or Full Orbit package and we'll move them for you.

Fresh Start Partners

Already a Fresh Start partner? There's more Orbit waiting for you.

Peak Performer Pro and Empire Essentials Pro already include your own branded Orbit. See what's included and how to activate it.

See partner benefits →

Your business, finally in one orbit.

Try everything for 14 days for $1. Lock in $147/month for life while Founding spots last.

Start My $1 Trial →
14 days for $1No contractsCancel in 2 clicksFree Orbit Community