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Switching CRMs? Start here.

People usually leave a CRM for one of three reasons: the price stopped making sense for one person, the upkeep became a second job, or the tool stored work without doing any of it. These guides cover what changes when you switch to Orbit, and when you should not.

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By the tool you are leaving

Salesforce alternative
Why solo operators pick Orbit over Salesforce, and when Salesforce is still the better fit.
Hubspot alternative
Why solo operators pick Orbit over Hubspot, and when Hubspot is still the better fit.
Pipedrive alternative
Why solo operators pick Orbit over Pipedrive, and when Pipedrive is still the better fit.
Dex alternative
Why solo operators pick Orbit over Dex, and when Dex is still the better fit.
Folk alternative
Why solo operators pick Orbit over Folk, and when Folk is still the better fit.
Monica alternative
Why solo operators pick Orbit over Monica, and when Monica is still the better fit.
Close alternative
Why solo operators pick Orbit over Close, and when Close is still the better fit.
Attio alternative
Why solo operators pick Orbit over Attio, and when Attio is still the better fit.
Capsule alternative
Why solo operators pick Orbit over Capsule, and when Capsule is still the better fit.
Copper alternative
Why solo operators pick Orbit over Copper, and when Copper is still the better fit.
Streak alternative
Why solo operators pick Orbit over Streak, and when Streak is still the better fit.
Clay alternative
Why solo operators pick Orbit over Clay, and when Clay is still the better fit.
Nimble alternative
Why solo operators pick Orbit over Nimble, and when Nimble is still the better fit.
Zoho CRM alternative
Why solo operators pick Orbit over Zoho CRM, and when Zoho CRM is still the better fit.
Keap alternative
Why solo operators pick Orbit over Keap, and when Keap is still the better fit.
Monday alternative
Why solo operators pick Orbit over Monday, and when Monday is still the better fit.
Airtable alternative
Why solo operators pick Orbit over Airtable, and when Airtable is still the better fit.
Notion alternative
Why solo operators pick Orbit over Notion, and when Notion is still the better fit.

Related reading

All comparisons
Prefer a straight side-by-side? Every Orbit comparison lives here.
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Frequently asked questions

How hard is it to switch to Orbit?+

Most people start by importing a CSV of contacts or saving people from LinkedIn with the Chrome extension. Pipelines, custom fields, and tags are editable in the UI, so you can mirror your old setup in an afternoon.

Will I lose my deal history?+

You can import contacts and recreate pipelines, then log key past touchpoints as notes. Orbit builds fresh history quickly because email tracking, call logs, and agent activity all land on each contact’s timeline automatically.

When should I NOT switch?+

If you run a multi-seat sales team with territory rules, forecasting, and admin-managed workflows, a team CRM like Salesforce or HubSpot still fits better. Orbit is built for people running the pipeline mostly alone.

Does switching to Orbit cost anything?+

No. The free plan is free forever with no credit card, so you can move your contacts over and run your pipeline before deciding anything. You bring your own AI keys for the agents, billed by those providers at cost.

Can I keep my old tool while I try Orbit?+

Yes. Many people run Orbit alongside their existing CRM for a week or two, point new leads at Orbit, and switch fully once the agents and pipeline feel right. Nothing about Orbit forces an all-at-once cutover.

Try the switch without the risk.

Free forever plan, no credit card. Import a CSV and see your pipeline in minutes.

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Free forever plan. No credit card. No spam.