Getting Started

Welcome to RevOrbit! This guide walks you through creating your account, navigating the interface, and configuring your CRM for your team.

Creating Your Account

Getting started with RevOrbit takes just a few minutes. The Free plan includes up to 3 users with full access to all CRM features.

Visit crm.revorbit.com and click Get Started.

Enter your organization name, your name, email address, and choose a password.

Click Create Account to register your organization.

You'll be logged in automatically and taken to the Dashboard.

Your organization name is what your team members will see when they log in. You can choose your company name or a team name.

Navigating the Interface

RevOrbit uses a sidebar navigation on the left side of the screen. The main sections are organized in the order of a typical sales workflow.

Dashboard — Overview of your sales metrics and activity.

Leads — Capture and qualify new sales leads.

Contacts — Track individual people at each company.

Companies — Manage your customer and prospect organizations.

Deals — Track opportunities through your sales pipeline.

Pipeline — Visual Kanban board of your deals by stage.

Quotes — Generate professional quotes for your deals.

Contracts — Create and manage contracts from templates.

Tasks — Organize and track your to-do items.

Calendar — Monthly calendar view of tasks and deadlines.

Email — Unified inbox with synced Gmail and Outlook accounts.

Quotas — Monthly sales targets (Managers and Admins only).

Settings — Products, users, pipeline, billing, and more (Admins only).

Onboarding Checklist

When you first log in, the Dashboard displays an onboarding checklist to help you set up your CRM. Each step links directly to the relevant page.

Add your first company — Create a company record for one of your customers.

Add a contact — Add a person associated with that company.

Create a deal — Start tracking a sales opportunity.

Set up your pipeline — Customize your pipeline stages in Settings.

Invite your team — Add team members from Settings > Users.

The onboarding checklist disappears once all steps are completed. You can always access these features from the sidebar.

User Menu

Click your avatar in the top-right corner to access your profile, notifications, and account options.

Profile — Update your name, timezone, password, and email signature. The Email tab on this page is where you connect Gmail or Outlook accounts.

Email Accounts — Direct shortcut to the OAuth connection page (also reachable from inside Profile → Email).

Switch Organization — Multi-org users see this option to swap between organizations.

What's New — See the latest features and improvements.

Help Center — Opens the RevOrbit help documentation in a new tab.

Log Out — Sign out of your account.

RevOrbit is installable as a Progressive Web App. On iPhone, open crm.revorbit.com in Safari → Share → Add to Home Screen. On Android, open in Chrome → tap the Install banner (or ⋮ → Install app). Launches fullscreen with no browser chrome. See Mobile & Install as an App for details.

Inviting Team Members

Admins can invite team members from the Settings page. Each user gets their own login and can be assigned leads, deals, and tasks.

Go to Settings > Users section.

Click Add User.

Enter the person's name, email, and select their role (User, Manager, or Admin).

Click Save — they'll receive a welcome email with login instructions.

The Free plan includes up to 3 users. Need more? The Pro plan (CAD 19.99 per user / month) includes unlimited users and advanced features like SSO.

Creating Your Account

Navigating the Interface

Onboarding Checklist

User Menu

Inviting Team Members

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