CRM basics2 min read
Small-business CRM setup: organize contacts and follow-ups
Plan a practical small-business CRM setup with clean contact records, company links, useful notes and a repeatable follow-up routine.
With primary referencesRead guide
Customer platform
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Marketing Hub
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Pipelines, deal tracking, meetings and quotes that close faster.
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Help desk, tickets and knowledge base that keep customers happy.
Explore Service HubContent Hub
AI-assisted website, blog and landing page builder.
Explore Content HubOperations Hub
Sync, clean and automate your customer data.
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Quotes, invoices and payments in your CRM.
Explore Commerce Hub129%
more leads
36%
more deals closed
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faster ticket resolution
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The Lani Orbit playbook
Small steps. Stronger relationships.
Practical advice on customer records, sales follow-up and email automation, with primary references.
Sales operations3 min read
Sales pipeline stages: a practical guide to deal follow-up
Build clearer sales pipeline stages, define when deals move forward, track next actions and distinguish open opportunities from confirmed wins.
With primary referencesRead guide
Email automation3 min read
Gmail to CRM tasks: automate follow-ups with or without AI
Learn when to use exact email rules or an AI classifier, connect Gmail with read-only access and test an email-to-task workflow in Lani Orbit.
With primary referencesRead guide