Alternatives

Looking for a Salesforce alternative?

Most people leave Salesforce for two reasons: per-seat pricing that stings when you are a team of one, and admin overhead that wants a full-time hire. Orbit is a simple, all-in-one CRM for solo founders and consultants, with one AI assistant, Hiro, that drafts follow-ups and does the busywork on your say-so. The free plan needs no credit card.

Why do people look for a Salesforce alternative?

Salesforce is an enterprise CRM. It is built for sales organizations with admins, permission sets, validation rules, and dashboards that roll up to a VP. That is its strength, and it is exactly why it feels like overkill the moment you are the only person in the room.

The complaints that send people searching are consistent. The per-seat price keeps climbing. Setup and upkeep quietly become a part-time job. You spend evenings logging activity so the reports stay true. And the reporting itself is designed for a manager reviewing reps, which is strange when you are both the manager and the rep.

None of that means Salesforce is bad. It means it was scoped for a company, and you are a person. The real question is what replaces it without losing your pipeline, your history, or your follow-up discipline.

What do you get when you switch to Orbit?

Orbit keeps the CRM core you actually use, in one place, and gives you one AI assistant, Hiro, that can do any of it for you. Everything Hiro drafts waits for your approval. Nothing sends on its own.

  • Contacts, deals, tasks, calendar, notes, email, proposals, invoices, and booking pages, all in one tool.
  • A deal pipeline with custom stages you set up in minutes, not a configuration project.
  • Hiro, one assistant you open with Cmd or Ctrl-J, that can create contacts and deals, manage tasks and your calendar, draft follow-ups and replies, and write proposals and invoices.
  • A built-in email inbox: you send and receive from your own Orbit address, and every message lands on the contact timeline.
  • A full record on every contact: each call, email, note, and invoice on one timeline, plus custom fields, tags, and smart views.
  • A built-in MCP server so Claude on web, desktop, mobile, or Claude Code can read and update your CRM through revocable keys.
  • Free monthly AI credits on every plan, no API key to paste and nothing to configure.

What do you give up when you leave Salesforce?

Be honest with yourself here. Salesforce has the deepest enterprise feature set in the industry: advanced reporting and forecasting, granular permissions, a huge app marketplace, and an ecosystem of admins and consultants who can build almost anything on top of it. Orbit has none of that depth. It has one pipeline on the free plan, a simple money ledger instead of enterprise forecasting, and no army of integrators.

If you manage a team of reps, need audit-grade permission controls, or run revenue operations across departments, stay on Salesforce. It is the right tool for that job. Orbit is the right tool when the whole sales department is you.

How do you switch from Salesforce to Orbit in an afternoon?

  • Export your contacts, accounts, and opportunities from Salesforce as CSV files.
  • Import the contacts CSV into Orbit and map your fields. Custom fields and tags rebuild in minutes.
  • Recreate your pipeline stages. Most solo sellers land on five or six stages and drop the rest.
  • Open Hiro and ask it to sort your imported contacts, draft first follow-ups, or set up tasks. It runs on free monthly AI credits, so there is nothing to paste or configure.
  • Review Hiro's drafts as cards. Approve, edit, or dismiss each one. Nothing goes out without you.
  • When you are ready, the Chrome extension saves anyone from LinkedIn in one click, and two-way Google Calendar sync comes with any paid plan.

You do not need a Salesforce admin. You need a CRM that does the admin work for you.

Keep exploring

Frequently asked questions

Can I import my Salesforce data into Orbit?+

Yes. Export your contacts, accounts, and opportunities from Salesforce as CSV files, then import them into Orbit and map the fields. Custom fields, tags, and pipeline stages can be rebuilt in a few minutes, and most people finish the whole move in an afternoon.

Is Orbit really free, or is it a trial?+

Orbit's free plan is genuinely free and needs no credit card: the CRM with up to 250 contacts, one pipeline, unlimited tasks, calendar, notes, a built-in email inbox (100 sends a month), basic Tables, and free monthly AI credits. Pro is $14/mo or $112/yr, with an optional 30-day free trial that requires a card and converts automatically unless you cancel.

Does Orbit's AI send things without my approval?+

No. Orbit has one assistant, Hiro, and everything it drafts lands as a suggestion you approve, edit, or dismiss. Nothing sends on its own. Hiro can create contacts and deals, manage tasks and your calendar, and write proposals, invoices, and follow-ups, but you stay in control of what goes out.

Who should stay on Salesforce instead of switching?+

Stay on Salesforce if you run a sales team that needs enterprise reporting, granular permissions, or a deep app ecosystem. Orbit is built for solo founders, consultants, freelancers, and very small teams, not for managing reps at scale.

What does it cost to run Orbit's AI?+

AI is included on every plan: every workspace gets free monthly AI credits with no API key to paste and nothing to configure. If you need more, you can top up with a credit pack, and on paid plans you can bring your own AI key when credits run out. The core CRM is free, and Pro is $14/mo or $112/yr.

Run your pipeline without the admin work

Orbit is free to start, no credit card. Import your Salesforce contacts, then ask Hiro to draft your follow-ups.

Free forever plan. No credit card. No spam.