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, all-in-one CRM with one AI assistant, Hiro, that can draft personal check-ins for clients who have gone quiet. The free plan needs no credit card, and it keeps the personal feel that brought you to Dex.
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.
Orbit is a full CRM with one AI assistant, Hiro, that does the work Dex only reminds you to do. Everything Hiro produces lands as a suggestion you approve, edit, or dismiss.
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 full CRM with pipelines, invoices, and an assistant, 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.
A reminder tells you to follow up. An assistant drafts the follow-up and waits for your yes.
It goes a step further. Orbit's assistant, Hiro, can draft a personal check-in for a client who has gone quiet, using your notes and your last conversation. You approve, edit, or dismiss every draft, so nothing sends itself. You still get tasks and reminders too, tied to each contact.
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.
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 assistant handles that business layer for you.
Yes, the free plan needs no credit card. It includes the CRM: up to 250 contacts, one pipeline, unlimited tasks, calendar, notes, a built-in email inbox, and basic Tables. AI is included with free monthly credits on every plan, so there is nothing to configure.
Yes. Orbit has a Chrome extension (on any paid plan) that saves anyone from LinkedIn, X, Instagram, Facebook, or any site into your CRM in one click. You can also add contacts manually, by CSV import, or through your forms and booking page.
Orbit is free to start, no credit card. Import your people, then let Hiro draft the first check-ins for your approval.
Free forever plan. No credit card. No spam.