The challenge
Sales and operations data was split across CRM, payments, and enrolment systems. Leadership lacked real-time intelligence to forecast accurately or act on at-risk deals before they slipped away.
What we built
- Built Orbit, an AI agent connecting HubSpot, Stripe, and aXcelerate via live API integration.
- Created a natural-language query interface for sales results, invoicing, conversions, and enrolment data.
- Designed 30-day pipeline forecasting, idle deal risk alerts, and advisor-driven growth recommendations.
- Built comparative analytics across CRM, payments, and enrolments by period and source.
AI agent capability
Orbit interprets natural-language commands across six intelligence domains: sales results, invoicing, period comparisons, forecasting, enrolment analytics, and lost lead intelligence.
3 systems connected through a single agent, 6 intelligence domains covered, and more than 80 hours saved per person per month.