Give your team accurate, automated call logging and account updates so conversations never get lost in the workflow.

Connect HawkSoft for call pops, logging, and AI summaries

Provides advanced monitoring to determine if your offices may be experiencing a power or network service interruption and automatically redirects to a pre-determined location or number that you can configure.

NOVA automatically transcribes calls and provides AI summaries and insights. Enable it in your account settings to start getting post-call analysis and recommendations.

Go to Admin Panel > User Management to add new team members. You can assign different permission levels and configure extensions for each user.

Set up call forwarding rules in your user portal under Call Settings. You can forward to mobile, desk phone, or voicemail with custom schedules.

Connect your HawkSoft, AMS360, or other CRMs through the Orbit desktop app. Visit Settings > Integrations to get started with the setup wizard.

For a cold transfer, dial Transfer, then the extension, then Transfer again — the call goes straight to that extension. For a warm transfer, dial Transfer, then the extension followed by #, which lets you speak with the receiving party first before completing the transfer.

Popular CRM and marketing platform with tools for automation, campaigns, and inbound strategy.

Connect HubSpot for call pops, logging, and contact history