Looking for a Keap alternative?
Keap bundles CRM, email marketing, and automation for small businesses, and that bundle is exactly what some service owners want to escape: a lot of platform to learn and pay for. Orbit is a simpler CRM with 16 AI agents that do the follow-up and chase invoices, with a free plan and no credit card.
Why do service businesses leave Keap?
Keap, the tool formerly known as Infusionsoft, packs a lot into one product: CRM, email and SMS marketing, automation builders, e-commerce, and pipelines. For a small business that wants one all-in-one platform and is willing to learn it, that breadth is the appeal.
The reasons owners look elsewhere are familiar. The platform has a learning curve, and a lot of it goes unused once the novelty wears off. The automations can sprawl into something you are afraid to touch. And for a service business that mostly needs to follow up with leads, book calls, and collect on invoices, the marketing-automation machinery is more than the job requires.
The search is usually for something lighter that still gets the work done: capture the lead, follow up without forgetting, book the call, send the invoice, and chase it when it is late.
What do you gain with Orbit?
Orbit replaces the parts of Keap a service business actually lives in, and does the work with 16 AI agents. Every output is a card you approve.
- Remy answers your line and calls new leads back in about 90 seconds, booking from your real calendar.
- Tess drafts inbox follow-ups each morning, and Wes nudges proposals on day 3 and day 7.
- Ray chases overdue invoices on day 3 and day 14, and never touches one that is already paid.
- Booking pages, forms, and landing pages built in, so leads can reach you without an automation build.
- Invoices and proposals in the CRM, tied to the contact timeline, not bolted on through a separate module.
- Mia hands you a one-page brief 75 minutes before each client call, so you walk in prepared.
What might you lose, and when should you stay on Keap?
Keap is a real marketing-automation platform. If you run multi-step email and SMS campaigns to a large list, sell products through its e-commerce, or depend on deep automation sequences, Orbit does not replace that. Orbit captures leads and does follow-up, but it is not a campaign marketing platform.
Stay on Keap if your growth runs on broadcast marketing and complex automations. Choose Orbit when the part of Keap you actually use is the CRM and the follow-up, and you want a team of agents doing the AI follow-up calls and email instead of a builder you maintain.
How do you switch from Keap to Orbit?
- 1Export your contacts and deals from Keap as CSV files.
- 2Import the contacts into Orbit and map your fields and tags.
- 3Rebuild your key capture points with Orbit's forms, landing pages, and a booking page.
- 4Recreate your pipeline stages, keeping only the ones you use.
- 5Add your AI model key, then turn on Tess and Ray first to cover follow-up and invoice chasing.
Keep exploring
Frequently asked questions
Can Orbit replace Keap for a service business?+
For the CRM and follow-up side, yes. Orbit captures leads with forms, landing pages, and booking pages, then uses agents to follow up, book calls, and chase invoices. It does not replace Keap's broadcast email and SMS marketing or its e-commerce, so weigh that if those drive your growth.
Is Orbit simpler to learn than Keap?+
Yes. Orbit is scoped to a CRM with 16 AI agents, so there is no large automation builder or marketing suite to master. Most owners set up a pipeline, connect their keys, and turn on the first agents in an afternoon.
Can I import my Keap contacts?+
Yes. Export your contacts and deals from Keap as CSV files, then import the contacts into Orbit and map your fields and tags. Rebuilding pipeline stages and capture pages takes about an hour.
Is Orbit free?+
Orbit has a free-forever plan with no credit card that includes all 16 agents using your own AI keys, unlimited contacts, one pipeline, five landing pages, three forms, ten invoices, and ten proposals. Pro and Team plans are coming soon.
Less platform. More follow-through.
Orbit is free to start, no credit card. Import your Keap contacts and let the agents handle follow-up and invoices.
Free forever plan. No credit card. No spam.