Looking for a Dex alternative?
Dex is great at one thing: reminding you to keep in touch. People outgrow it when they need deals, invoices, and follow-up that actually gets done. Orbit is a full CRM with 16 AI agents, including June, who drafts personal check-ins for past clients quiet 30 or more days. It is free to start, no credit card, and it keeps the personal feel that brought you to Dex.
Why do people look for a Dex alternative?
Dex is a personal CRM with a clear job: remember the people you meet and remind you to keep in touch. For a personal network, that focus is the appeal. Nobody leaves Dex because it fails at reminders.
People leave when their network becomes their business. A reminder to message an old client is nice. But now you also need a deal pipeline, invoices, proposals, and meeting prep, and you need the follow-up itself written, not just scheduled. A keep-in-touch tool was never meant to carry that.
The search for a Dex alternative is usually a search for the next size up: a real CRM that still treats contacts like people, not rows.
What do you get when you switch to Orbit?
Orbit is a full CRM with 16 AI agents, and several of them exist to do what Dex reminds you to do. Everything they produce lands as a card you approve, edit, or dismiss.
- June drafts personal check-ins for past clients who have been quiet 30 or more days, at most one per contact per month. The phrase "just checking in" is banned.
- Ivy enriches new contacts with email, socials, and background. She fills blanks only and never overwrites what you wrote.
- Mia hands you a one-page brief 75 minutes before each meeting: who they are, your history together, what to raise.
- Theo turns recorded calls into recap emails and action items, grounded only in the transcript.
- A full dossier per contact: every call, email, note, and invoice on one timeline, with custom fields and tags.
- The business layer Dex never had: a deal pipeline, GTD-style tasks, invoices, proposals, and a booking page.
- Ray nudges overdue invoices politely on day 3 and firmly on day 14, so you never have to write that email yourself.
What do you give up when you leave Dex?
Simplicity, mostly. Dex does one thing with very little surface area, and that lightness is real. It is built purely around relationships: capture people, set keep-in-touch cadences, get reminded. Orbit is a business CRM with pipelines, invoices, and agents, which is more tool than a purely personal network needs.
If your contacts are friends, mentors, and old colleagues with no money changing hands, Dex stays the better fit. Pick Orbit when those same relationships now come with deals, projects, and unpaid invoices attached.
How do you switch from Dex to Orbit in an afternoon?
- Export your contacts from Dex as a CSV and import them into Orbit.
- Tag people by relationship: client, past client, prospect, friend. Tags power smart views and June's check-in list.
- Create one pipeline for live opportunities. Even three stages beats a list in your head.
- Add your AI model key, then turn on June and Ivy. Check-ins and enrichment are the closest match to your Dex habits.
- For capturing new people, the Chrome extension saves anyone from LinkedIn in one click. It ships with the upcoming Pro plan, alongside Gmail and Calendar sync.
A reminder tells you to follow up. An agent drafts the follow-up and waits for your yes.
Keep exploring
Frequently asked questions
Does Orbit do keep-in-touch reminders like Dex?+
It goes a step further. Orbit's agent June watches for past clients who have been quiet for 30 or more days and drafts a personal check-in for each one, capped at one per contact per month. You approve, edit, or dismiss every draft, so nothing sends itself.
Can I import my Dex contacts into Orbit?+
Yes. Export your contacts from Dex as a CSV file and import it into Orbit. Your notes and details can be mapped to Orbit's custom fields and tags, and from then on every interaction collects on each contact's timeline.
Is Orbit too much tool for a purely personal network?+
Probably, and that is fine to admit. If you only want light reminders for friends and old colleagues, a focused personal CRM like Dex is enough. Orbit earns its place when your relationships include deals, invoices, and meetings, because its agents handle that business layer for you.
Is Orbit free?+
Yes, the free plan is free forever and needs no credit card. It includes all 16 AI agents with your own AI keys, unlimited contacts, tasks, and notes, one pipeline, one booking page, five landing pages, three forms, ten invoices, and ten proposals.
Can Orbit capture contacts from LinkedIn like Dex does?+
Orbit has a Chrome extension that saves anyone from LinkedIn into your CRM in one click. It is part of the upcoming Pro plan rather than the free plan, so on the free plan you add contacts manually, by CSV import, or through your forms and booking page.
Keep the personal touch. Add the engine.
Orbit is free to start, no credit card. Import your people and let June draft the first check-ins for your approval.
Free forever plan. No credit card. No spam.