The branded client portal that keeps projects moving.
Give clients one polished place to review work, approve files, pay invoices, and see what is happening without sending another "any updates?" email.
- Built-in apps
- 24
- Clients free, no card
- 5
- To go live
- Minutes
- White-labeled
- 100%
The whole stack
A complete platform, not just a portal.
Everything your clients look for, built in: a portal that looks like yours, projects they can follow, files they can approve, one place to talk, and invoices that get paid.
Your logo, your colors and your own address: a free orbinly.com subdomain, or your own domain on Professional and above. Clients sign in with a link, with no password to remember.
Run the work on Kanban boards your team manages. Clients follow progress live, with no status emails.
Share work in progress, collect feedback on the file, and get a clear yes in one click.
Per-project chat with notifications, so nothing gets lost in a long email thread.
Create, send and collect through Stripe. Clients pay by card in one click, from the portal or a shareable link.
How it works
Launch a polished client portal before your next call.
No developers, no long implementation. Three steps from signup to a client workspace you can confidently share.
01
Set up your portal in minutes
Choose your subdomain, upload your logo, set your brand colors. Your portal is live before your next call.
02
Invite your clients
Add a client and they receive a magic-link invitation. No passwords, no friction. They're in their portal instantly.
03
Run everything in one place
Share files, track projects, send invoices, and message clients, all from a single professional workspace.
Built in
Everything you need to run client work.
Orbinly replaces the stack of tools between "yes" and "paid": one CRM, one portal, one place for the work.
Explore every featureClient portal
Every client gets a portal with your logo and colors, on a free orbinly.com address or your own domain on Professional and above. They sign in with a link, with no password to remember.
CRM and client records
Clients, contacts and deals in one place, with tags, notes and custom fields, so your team has the full picture before every call.
Proposals and contracts
Send proposals and contracts that clients accept and sign online, and see the moment they do.
Invoicing and payments
Invoices paid by card through Stripe, recurring invoices for retainers, and overdue reminders that go out on their own.
Forms and document requests
Send questionnaires and request documents from a client with a tracked checklist, so nothing sits in an inbox.
Automations
Set a rule once. When an invoice is paid or goes overdue, a proposal is accepted or a project changes status, Orbinly can email your team, message the client or tag them.
AI Assistant (optional)
Draft replies, catch up on a client's recent activity and draft proposals to review. It is off by default, and a person reviews everything before it goes anywhere.
Security
Row-level security at the database, two-factor sign-in for your team, automatic sign-out after inactivity, and an audit log on Advanced and above.
API and webhooks
A REST API and outbound webhooks, with Zapier and Make connections, on Starter and above.
Embedded apps
Put Calendly, Google Calendar, Cal.com, Jotform or a video straight into the client portal.