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Orba

Freemium

Chicago-based accounting, tax, and advisory firm since 1977

2
AI ChatbotsFreemium
Type
Saas
Company
Orba

About Orba

Orba is an AI chatbot designed to help companies convert more web visitors through personalized conversations. It integrates with your CRM and product messaging documents to automate website conversations, eliminating the need for complex chatbot scripts. Orba aims to understand customer problems and position your product based on those needs, facilitating earlier steps in the buyer's journey.

How to Use

Sync Orba with your CRM and upload your product messaging documents. Deploy Orba on your website, and the AI will manage personalized conversations with visitors.

Key Features

  • Personalized AI chat
  • CRM integration
  • Automated conversations
  • Lead qualification and handoff to sales

Use Cases

  • Converting website visitors into leads
  • Educating customers about your product
  • Personalizing the chat experience based on CRM data
  • Automating initial sales conversations

Key Features

Personalized AI chat
CRM integration
Automated conversations
Lead qualification and handoff to sales

Pros & Cons

Pros
  • Personalized, client-first service approach
  • Deep industry expertise across multiple sectors
  • Consistently ranked among top Midwest accounting firms
  • Strong cultural fit with acquiring firm Citrin Cooperman

Best For

Converting website visitors into leadsEducating customers about your productPersonalizing the chat experience based on CRM dataAutomating initial sales conversations

Alternatives to Orba

FAQ

What services does ORBA provide?
ORBA provides tax, accounting, and advisory services to entrepreneurs, privately held companies, nonprofit organizations, and high-net-worth individuals.
When was ORBA founded?
ORBA was founded in 1977.
Where is ORBA headquartered?
ORBA is headquartered in Chicago, Illinois, with offices in Oak Brook, Illinois, and Salt Lake City, Utah.