AI CRM

What is an AI CRM?

An AI CRM is a CRM with an assistant that can do the work, not just suggest text. In Orbit that assistant is Hiro. Ask it to update a deal, draft a follow-up, write an invoice, or build a page, and it does the busywork and waits for your approval. The CRM itself is free for up to 250 contacts.

What makes a CRM an AI CRM?

Plenty of CRMs now have an AI button. It summarizes a note, drafts a sentence, or autocompletes a field. That is AI as a feature. You still do the remembering, the chasing, and the writing. The work stays yours.

An AI CRM changes the job you do. Instead of clicking through screens, you tell one assistant what you need in plain words, and it acts on your real data. Orbit calls that assistant Hiro. It opens with Cmd or Ctrl-J, and it can run any part of the free CRM for you: contacts, deals, tasks, calendar, notes, email, proposals, invoices, and pages.

What can Hiro actually do?

Hiro is one assistant, not a roster of agents. It can:

  • Create and update contacts, deals, and pipelines from a plain request.
  • Manage your tasks and calendar, and drop tasks onto time blocks.
  • Write and send proposals and invoices, once you approve them.
  • Draft follow-ups and replies, using what is already on the contact timeline.
  • Build landing pages and forms without you touching a builder.
  • Remember facts across chats, so you do not repeat yourself.

Classic CRM vs AI CRM: what changes?

Same data, a different way to work.

OrbitA classic CRM
How you workAsk Hiro in plain wordsClick through every screen
Drafting follow-upsHiro drafts, you approveYou write each one
Proposals and invoicesHiro writes them for youManual every time
Building pages and formsHiro builds them on requestYou use a builder
Connect Claude
Approval before anything sendsNot applicable
Price$0 free, Pro $14/moCheck their site

An AI feature suggests a sentence. An assistant drafts the email, writes the invoice, and waits for you to approve before anything goes out.

How much does an AI CRM cost?

Orbit's CRM starts free: 250 contacts, one pipeline, unlimited tasks, a calendar, notes, and a built-in email inbox with 100 sends a month, no credit card. Lite is $8/mo or $64/yr and lifts the limits, adding two-way Google Calendar sync and the Chrome extension. Pro is $14/mo or $112 a year and adds the meeting recorder and the MCP server. Team is $20 per seat/mo.

AI is included on every plan, and there is nothing to configure. Every workspace gets free monthly AI credits, with no API key to paste. You can top up with credit packs, and paid users can bring their own AI key when credits run out. Nothing Hiro drafts sends on its own.

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Frequently asked questions

What is the difference between an AI CRM and a normal CRM with AI features?+

A normal CRM with AI features helps you write faster: summaries, autocomplete, draft suggestions. An AI CRM has an assistant that does the work for you. In Orbit, you ask Hiro to update deals, draft follow-ups, or write invoices, and it acts on your real data, then waits for your approval.

Does an AI CRM send emails without me?+

Orbit does not. Hiro drafts follow-ups, proposals, and invoices, but everything waits for you to approve, edit, or dismiss. Nothing sends on its own. You keep the final say on every message that leaves your workspace.

Is Orbit's CRM really free?+

Yes. The free plan needs no credit card and includes 250 contacts, one pipeline, unlimited tasks, a calendar, notes, basic tables, and a built-in email inbox with 100 sends a month. AI is included on every plan with free monthly credits. Pro at $14/mo lifts the limits further.

Do I need technical skills to use an AI CRM?+

Not with Orbit. There is no API key to paste and nothing to configure. Every workspace gets free monthly AI credits, and you just ask Hiro for what you need in plain words. You review its drafts as cards and approve, edit, or dismiss each one.

Can I connect Claude to Orbit?+

Yes. Orbit has a built-in MCP server on the Pro plan, so you can connect Claude on web, desktop, mobile, or Claude Code using per-workspace keys you can revoke. Claude can then read and update your CRM alongside Hiro inside the app.

Try a CRM where the AI actually works

Free CRM, no credit card. Ask Hiro to do the busywork, and approve every card before anything goes out.

Free forever plan. No credit card. No spam.