Looking for a Capsule CRM alternative?
People leave Capsule when they realize the CRM keeps the record but never does the work. Orbit is the same kind of clean, simple contact-and-pipeline CRM, except it ships with 16 AI agents that prospect, draft follow-ups, and chase invoices for you. Every action waits for your approval. The free plan needs no credit card.
Why do people leave Capsule CRM?
Capsule is a well-liked, no-nonsense CRM. It stores contacts, tracks a pipeline, and stays out of your way, and for a long time that is enough. The reason people start looking elsewhere is rarely a complaint about Capsule. It is a quiet realization: the tool holds your information beautifully, but it never lifts a finger to act on it.
You still write every follow-up. You still remember to chase the invoice. You still notice, or fail to notice, that a deal went cold. Capsule is a filing cabinet that updates itself only when you update it. The moment your day fills up, the cabinet falls behind, and the relationships inside it go quiet.
So the search is usually for a CRM that does more than remember. Something that reads the inbox in the morning, drafts the bump you keep postponing, and reminds the client who owes you money, without you babysitting it.
What do you gain by switching to Orbit?
Orbit keeps the simple core you liked in Capsule and staffs it with a 16-agent AI team. Each agent produces a card you approve, edit, or dismiss. Nothing sends on its own.
- Tess scans your inbox each morning and drafts bumps for threads that have gone quiet 3 or more days.
- Ray chases overdue invoices, gentle on day 3 and firm on day 14, and never touches an invoice that is already paid.
- June schedules long-term check-ins so the contacts you would otherwise forget hear from you on time.
- Niko hunts the open web for leads that match your ideal client profile and lines up outreach drafts.
- Sam runs a weekly hygiene pass for duplicates, dead numbers, and stale deals so the database stays clean by itself.
- A full timeline on every contact: each call, email, note, and invoice in one place, plus custom fields, tags, and smart views.
What might you lose, and when should you stay on Capsule?
Capsule is mature, stable, and has years of small refinements Orbit has not had time to make. Its mobile apps are polished and its integration list is long. If your whole workflow already runs through specific Capsule integrations, or your small team relies on its case and project tracking the way it works today, switching is a real cost with no guaranteed payoff.
Stay on Capsule if it already does everything you need and the only thing missing is more apps to connect. Move to Orbit when the missing piece is execution, when the problem is not where your data lives but the fact that nobody is acting on it.
How do you switch from Capsule to Orbit?
Most people finish the move in an afternoon.
- 1Export your contacts and opportunities from Capsule as CSV files.
- 2Import the contacts CSV into Orbit and map your fields. Custom fields and tags rebuild in minutes.
- 3Recreate your pipeline stages. Keep only the ones you actually move deals through.
- 4Add your own AI model key. Providers bill you directly at cost, usually cents to a few dollars a month for solo use.
- 5Turn on Tess and Ray first. Follow-up drafts and invoice chasing show value the same week.
- 6Want one-click contact saving from LinkedIn later? The Chrome extension does that, and Gmail sync arrives with the upcoming Pro plan.
Keep exploring
Frequently asked questions
Can I move my Capsule data into Orbit?+
Yes. Export your contacts and opportunities from Capsule as CSV files, then import the contacts into Orbit and map your fields. Custom fields, tags, and pipeline stages rebuild in a few minutes, and most people finish the whole move in an afternoon.
Is Orbit free like Capsule's starter tier?+
Orbit has a free-forever plan with no credit card that includes all 16 AI agents using your own AI keys, unlimited contacts, one pipeline, five landing pages, three forms, ten invoices, and ten proposals. Pro and Team plans that lift those limits are coming soon.
What can Orbit do that Capsule cannot?+
Orbit runs a 16-agent AI team on top of the CRM. The agents prospect, draft follow-up emails, schedule relationship check-ins, chase overdue invoices, and clean your database, all as cards you approve. Capsule stores and organizes your data but does not act on it for you.
Do Orbit's agents do anything without me approving it?+
No. Every agent output lands as a card you approve, edit, or dismiss, and nothing auto-sends. Voice agents are off by default and only call inside hours you set, with a default cap of 25 calls a day.
Keep the simple CRM. Add the team that works it.
Orbit is free to start, no credit card. Import your Capsule contacts and let the agents draft your first follow-ups today.
Free forever plan. No credit card. No spam.