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 all-in-one CRM with one AI assistant, Hiro, that drafts follow-ups and invoice reminders, with a free plan and no credit card.
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.
Orbit replaces the parts of Keap a service business actually lives in, and does the busywork with one AI assistant, Hiro. Hiro hands you drafts to approve.
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 broadcast 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 an assistant drafting the follow-up email instead of a builder you maintain.
For the CRM and follow-up side, yes. Orbit captures leads with forms, landing pages, and booking pages, then uses its assistant Hiro to draft follow-ups and invoice reminders you approve. It does not replace Keap's broadcast email and SMS marketing or its e-commerce, so weigh that if those drive your growth.
Yes. Orbit is scoped to an all-in-one CRM with one AI assistant, Hiro, so there is no large automation builder or marketing suite to master. Most owners set up a pipeline in an afternoon. AI is included with free monthly credits, so there is nothing to configure.
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.
Orbit has a free plan with no credit card that includes 250 contacts, one pipeline, unlimited tasks, a calendar, a built-in email inbox with 100 sends a month, 10 invoices, and 3 forms. 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 is free to start, no credit card. Import your Keap contacts and let Hiro draft follow-ups and invoice reminders.
Free forever plan. No credit card. No spam.