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, plus one AI assistant, Hiro, that drafts follow-ups and invoice reminders for you. Nothing sends until you approve it. The free plan needs no credit card.
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 can draft the bump you keep postponing and the reminder to the client who owes you money, without you writing every word from scratch.
Orbit keeps the simple core you liked in Capsule, and adds one AI assistant, Hiro, inside the app. Ask Hiro to do the busywork and it hands you a draft to approve, edit, or dismiss. Nothing sends on its own.
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 drafting the next follow-up for you.
Most people finish the move in an afternoon.
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.
Orbit has a free plan with no credit card that includes 250 contacts, one pipeline, unlimited tasks, a calendar, notes, 10 invoices, and a built-in email inbox with 100 sends a month. Pro is $14 a month or $112 a year, with an optional 30-day free trial that requires a card. AI is included with free monthly credits.
Orbit has one AI assistant, Hiro, built into the CRM. Hiro drafts follow-up emails, writes invoice reminders, updates contacts and deals, and can build pages and forms, all as drafts you approve. Capsule stores and organizes your data but does not act on it for you.
No. Hiro is approval-gated: every draft and suggestion waits for you to approve, edit, or dismiss, and nothing sends on its own. AI is included with free monthly credits on every plan, so there is no API key to paste and nothing to configure.
Orbit is free to start, no credit card. Import your Capsule contacts and let Hiro draft your first follow-ups today.
Free forever plan. No credit card. No spam.