People usually leave a tool for one of three reasons: the price stopped making sense for one person, the upkeep became a second job, or it stored work without helping do any of it. These guides cover what changes when you switch to Orbit, and when you should not.
Most people start by importing a CSV of contacts, or on Pro by 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.
You can import contacts and recreate pipelines, then log key past touchpoints as notes. Orbit builds fresh history quickly because emails, tasks, and interactions all land on each contact's timeline automatically.
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 business mostly alone.
No. The free plan needs no credit card, so you can move your contacts over and run your pipeline before deciding anything. Paid plans start at $8/mo for Lite, and AI is included on every plan with free monthly credits, nothing to configure.
Yes. Many people run Orbit alongside their existing tool for a week or two, point new leads at Orbit, and switch fully once it feels right. Nothing about Orbit forces an all-at-once cutover.
Free plan, no credit card. Import a CSV and see your pipeline in minutes.
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