CRM comparison

Orbit vs Zoho CRM

Zoho CRM is a broad, affordable suite CRM: modules for everything, deep customization, and a famously low per-user price inside the larger Zoho ecosystem. Orbit is a simple all-in-one CRM for one person that trades modules for focus: free for up to 250 contacts, with one AI assistant (Hiro) that drafts follow-ups and paperwork. One hands you software to configure. The other works out of the box.

What is Zoho CRM great at?

Zoho CRM's pitch has held up for two decades: a serious amount of CRM for not much money. Leads, deals, accounts, workflow rules, blueprints, scoring, territories, forecasting, it is all in there, and per-user pricing stays famously affordable as you climb tiers. A free edition for very small teams is well known too. Check their site for what each tier includes.

The deeper value is the ecosystem. Zoho CRM plugs into Books for accounting, Campaigns for email, Desk for support, and dozens of sibling apps, often bundled. For an SMB that wants one vendor for the whole back office, that is a genuinely rational deal. Zia, the suite's AI assistant, adds predictions and suggestions across it, check their site for current capabilities.

Orbit vs Zoho CRM at a glance

Breadth against simplicity. Here is how the two philosophies line up.

OrbitZoho CRM
AI assistant that drafts and does the busyworkHiro drafts follow-ups, proposals, invoices, and pagesZia AI assistant features, check their site
All-in-one in one app: invoices, proposals, bookingIncluded, even on freeVia sibling Zoho apps, check their site
Human approval gates on AI outputEvery draft waits for you to approve, edit, or dismissNot applicable
Built for one personYes, simple and solo-firstSMBs and teams, many modules
Built-in email inbox with tracking100 sends/mo free, tracking on ProVia Zoho apps, check their site
On-device meeting transcriptionPro, audio stays on your machine
Built-in MCP server to connect ClaudePro, revocable per-workspace keysCheck their site
Free planFree plan, no credit cardFree edition for small teams, check their site
Pricing modelFree, then Pro at $14/mo or Team at $20/seatPer-user tiers, famously affordable, check their site

Where does Orbit fit instead?

Zoho rewards configuration time, and that is exactly what a solo founder does not have. Workflow rules, blueprints, and module settings are powerful in the hands of an admin. When you are the admin, the rep, and the delivery team, every hour spent configuring is an hour not spent selling or shipping.

Orbit works out of the box instead. Contacts, pipelines, tasks, notes, a built-in email inbox, booking pages, proposals, and invoices all live in one app, and one assistant sits on top. Hiro can create and update records, manage tasks and the calendar, write and send proposals and invoices, draft follow-ups and replies, build pages and forms, and remember facts across chats. You can also connect Claude through a built-in MCP server on Pro.

There is nothing to wire together first, and nothing Hiro produces sends without your approval. The CRM is free with no credit card, and AI credits are included free every month with no API key to paste. Pro is $14 a month, or use code FIRST100 for 50% off Pro for life if you are one of the first 100 members.

Pick Zoho CRM if

  • You want maximum CRM capability per dollar and do not mind configuring it.
  • Your business wants one vendor for CRM, accounting, support, and email tools.
  • You have admin time, or a person, to build workflows and blueprints properly.
  • You expect to grow into territories, forecasting, and multi-team structure.
  • The free edition covers your small team's basics today, check their site for limits.

Pick Orbit if

  • You are one person and configuration time is your scarcest resource.
  • You want a CRM that works out of the box, with no setup weekend.
  • You want follow-ups, proposals, and invoices drafted by one assistant you approve.
  • You want invoices, proposals, and booking pages in the same app as the pipeline.
  • You want every AI draft gated behind your explicit approval.

Zoho hands you a hundred modules. Orbit hands you one simple app and one assistant.

Keep exploring

Frequently asked questions

Is Orbit more affordable than Zoho CRM?+

Orbit's base plan is free with no credit card, Pro is $14 a month or $112 a year, and AI credits are included free every month. Zoho CRM is famously affordable per user, with a known free edition for small teams, check their site for current pricing. The bigger difference is that Orbit works out of the box with no configuration.

Does Zoho CRM have AI?+

Yes, Zoho offers Zia, an AI assistant woven through its suite, with predictions and suggestions, check their site for current features and tiers. Orbit's approach is one assistant, Hiro, that drafts follow-ups, writes proposals and invoices, manages tasks, and builds pages, with every output approval-gated.

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

The CRM is free, not a trial, and no credit card is required. The free plan includes up to 250 contacts, unlimited tasks and notes, one pipeline, a built-in email inbox (100 sends a month), a booking page, basic Tables, 10 invoices, and 10 proposals. Pro is $14 a month and Team is $20 a seat.

Can Orbit replace Zoho Books for invoicing?+

For a solo operator with simple billing, often yes: Orbit includes invoices (10 on the free plan, unlimited on Pro), a simple money ledger, and payment tracking. You can ask Hiro to draft invoice reminders for your approval. It is not full accounting software, so businesses with real bookkeeping needs will still want a dedicated tool.

How long does Orbit take to set up?+

Minutes. Sign up free with no credit card, and the CRM works right away. AI credits are included free every month, so there is no API key to paste and nothing to configure. Ask Hiro to start drafting the moment you are in, and approve every output before it goes out.

Skip the configuration weekend

Free plan, no credit card. It works out of the box, and one assistant drafts the busywork for your approval.

Free forever plan. No credit card. No spam.