A useful CRM before you buy anything
Start a one-person CRM workspace, bring in contacts or an authorized lead list, review every import before it changes your records, and keep follow-up work organized without a credit card.
A working foundation, not a countdown
Explorer is a permanent free workspace for one person, with no credit card or trial deadline. Organize your contacts, tasks, notes, and deals; use calculators; review priorities in Mission Control; and work with the assistant within your included usage.
Start with useful work, then choose a paid product only when its capabilities fit your business. Reaching an advanced-feature allowance does not lock you out of your ordinary CRM work. Paid products and provider-backed actions have separate access and setup requirements.
From your starting point to a reviewable result
The same buying questions, answered in the same order for every OrbiLattice product.
Outcome
A free starting point for contact context, tasks, and follow-up.
Who it is for
Operators who need a useful workspace before choosing a paid product.
What you bring
Contacts entered by hand, authorized CSV/TSV lists, or up to five free public-property research runs.
What OrbiLattice does
Organizes contacts, tasks, follow-up deadlines, notes, and communication drafts inside the selected workspace.
What you receive
A durable contact workspace with the next follow-up and draft ready.
Workflow example
Import a list, review the field mapping, apply it, then assign the first follow-up task.
Proof and evidence
The free-product contract and focused import, workspace-isolation, quota, and browser receipts.
Included platform
• Mission Control brings supported priorities into one reviewable queue.
• OrbiLattice Assistant can inspect permitted context and propose supported next steps.
Boundaries
Imported records do not establish consent, contactability, or permission to market.
Product-specific provider, rights, data, and launch limits remain visible in the governed scope on this page.
A free starting point for contact context, tasks, and follow-up.
Three honest ways to begin
You do not have to buy a data package to start organizing opportunities. Bring records you are authorized to use, or test the bounded public-property research path.Add contacts manually
Start with the people, notes, and opportunities you already know.Import an authorized lead list
Review a CSV or TSV from your own files or a third-party provider before rows are applied as CRM contacts that begin as Leads.Try supported property research
Use up to five research jobs per month against approved, owner/contact-excluded public-property projections without a data-vendor subscription.Included in Explorer CRM
- Manual contact entry and reviewed UTF-8 CSV or TSV import
- Contacts, notes, tasks, follow-up, and ordinary CRM organization
- Reusable templates plus safe campaign and workflow previews
- Lead Reports and the Reviewed Actions & Outcomes report, each with CSV export
- Up to five supported public-record research jobs per calendar month
- Up to 300 AI assistant requests per calendar month with an hourly loop safeguard
Clear boundaries
- Imported records do not establish consent, contactability, or permission to market
- No bundled owner or contact list resale
- No live calling, SMS, email delivery, paid enrichment, or recurring automation by implication
- One person; paid products and team capacity are separate