Features
Every tool your client relationship needs
Orbinly is purpose-built for agencies and freelancers who want to deliver a professional experience — not stitch together a dozen different tools.
Your brand. Your portal. Your clients.
Give clients a workspace that looks like it was built just for your business — not a generic SaaS tool with your logo slapped on it.
Why it matters
First impressions compound. A branded portal signals professionalism, builds trust, and makes you memorable. Clients who feel like they're in a premium workspace pay on time and refer you.
- Custom logo and brand colours
- Subdomain of your choice (e.g. acme.orbinly.com)
- Custom domain — Professional plan and above
- Branded email notifications
- White-label — remove all Orbinly branding on Professional and above
Every project visible. Zero status update emails.
Give clients real-time visibility into what's happening — without having to ask for an update.
Why it matters
The single most common client complaint is not knowing what's going on. A live project view eliminates 'just checking in' emails and keeps everyone aligned.
- Kanban boards with custom columns
- Task cards with descriptions, due dates, and assignees
- Real-time updates — clients see changes instantly
- Client-visible and internal-only task modes
- Project milestones and progress overview
Deliver files the way professionals do.
Stop sending files over email. Every deliverable lives in the right project, accessible to the right people.
Why it matters
Email attachments get lost and Drive links break. A dedicated file area keeps deliverables organised, traceable, and protected with signed expiring URLs.
- Per-project file organisation
- Signed, expiring download URLs (no public links)
- File access logs — see when clients downloaded
- Upload from admin dashboard or the portal
- Up to 200 MB per file
Seen enough?
Start free and explore every feature.
Real-time chat that lives with the project.
Replace scattered email threads with organised message threads per project — delivered in real time.
Why it matters
When communication is attached to the project, context is never lost. No more searching through your inbox to find what a client said six weeks ago.
- Per-project message threads
- Real-time delivery
- Full message history preserved
- Email notification for new messages
- Separate client and agency views
Create the invoice. Get paid in the portal.
Professional invoices that clients pay with a card — no PDF attachments, no bank transfer delays.
Why it matters
Invoices buried in email get delayed. When payment is one click away inside the workspace a client already uses, they pay faster.
- Professional line-item invoices with your branding
- Secure Stripe card payments from inside the portal
- Invoice status tracking: draft, sent, paid, overdue
- Automatic email notification when invoice is sent
- Revenue overview in the admin dashboard
Bring your whole team without losing control.
Invite teammates, assign them to projects, and manage what they can see and do.
Why it matters
As you grow, you need everyone working in the same system. Role-based access means the right people see the right things — without accidentally touching billing or client settings.
- 5 team members on Advanced, unlimited on Enterprise
- Up to 3 team members on Professional
- Role-based permissions
- Team member assignment to projects
- Shared view of all client activity
Why Orbinly
Stop stitching tools together
Every feature is designed to work together. That's what makes it different from using five separate tools.
Setup in minutes
Not days or weeks
Secure by default
RLS at database level
Clients stay informed
Without asking you
Full revenue visibility
Invoices and payments
Integrations
Fits into the tools you already run your business on
Stripe payments are built in today. The rest of the ecosystem below is on our roadmap as we grow.
Payments
Card payments processed securely through Stripe.
Cloud storage
Import files from Google Drive and Dropbox.
Notifications
Push project activity into Slack alongside email.
Automation
Connect Orbinly to thousands of apps with Zapier.
Accounting
Sync paid invoices to QuickBooks.
Calendar
Sync project milestones to Google Calendar.
Every feature. One subscription.
Start for free — every feature available from day one. No long-term contracts.