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 CRM for solo founders and consultants with 16 built-in AI agents that prospect, follow up, and chase invoices for you. It is free to start, no credit card. Here is what you gain, what you lose, and how to move in an afternoon.
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 and adds a 16-agent AI team that does the upkeep. Every agent output lands as a card you approve, edit, or dismiss. Nothing sends without you.
- A deal pipeline with custom stages you set up in minutes, not a configuration project.
- Niko hunts the open web for leads that match your ideal client profile and lines up outreach drafts.
- Remy, the voice SDR, calls new form leads back in about 90 seconds and books meetings from your real calendar availability.
- Mia hands you a one-page brief 75 minutes before each meeting: who they are, your history, open deals, what to raise.
- Wes nudges unsigned proposals on day 3 and day 7, and flags deals where nothing was sent at all.
- Ray chases overdue invoices, polite on day 3, firm on day 14, and never touches paid ones.
- Ava sends a Monday report with real workspace numbers: calls made, meetings booked, money collected.
- A full dossier on every contact: each call, email, note, and invoice on one timeline, plus custom fields, tags, and smart views.
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.
- Add your own AI model key. Providers bill you directly at cost, and typical solo usage runs cents to a few dollars a month.
- Turn on the agents you want, one at a time. Start with follow-up and invoice chasing, then add calling later if you need it.
- When you are ready, the Chrome extension saves anyone from LinkedIn in one click. It is part of the upcoming Pro plan, along with Gmail and Calendar sync.
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 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. Pro and Team plans are coming soon to lift those limits.
Do Orbit's AI agents send things without my approval?+
No. Every agent output in Orbit lands as a card you approve, edit, or dismiss, and nothing auto-sends. Voice agents are off by default, only call inside hours you set, and follow a daily cap, which is 25 calls by default.
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 agents?+
You bring your own AI model key, and the provider bills you directly at cost with no markup from Orbit. Typical solo usage runs from cents to a few dollars a month. Voice calling runs on your own Vapi account and number as well.
Run your pipeline without the admin work
Orbit is free to start, no credit card. Import your Salesforce contacts and let the agents draft your first follow-ups today.
Free forever plan. No credit card. No spam.