Features
Everything you need to run client work, in one branded place.
Orbinly gives every client a portal with your brand on it, for projects, invoices, files, messages and approvals, and gives your team the tools behind it.
The core
What clients and your team use every day.
Projects, invoices, your own branding and the app library.
Every project gets a simple, live view your client can follow, with progress and due dates, while the detailed work stays on your team’s side. No more “any update?” emails.
- Progress, tasks completed and due dates at a glance
- Your team works on a Kanban board; clients follow a simplified live view
- Messages and files sit with the project they belong to
Send an invoice and your client sees it in their portal with a Pay now button. Card payments go through Stripe and are paid out to your own Stripe account.
- Clients see what is paid, unpaid and overdue in one place
- Overdue invoices are flagged automatically, with one-click reminders
- Recurring invoices for retainers and monthly work
Set your logo and colors once and every page follows, from sign-in to invoices. A live preview shows exactly what clients will see before you save.
- Upload your logo and set your brand colors and your own browser-tab icon, on every plan
- Your own domain, such as portal.yourbrand.com, on the Professional plan and above
- No "Powered by Orbinly" badge on any plan, in the portal or in client emails
- Clients sign in with a secure email link, so there is no account to create
Orbinly comes with more than a dozen built-in apps. Add one from the library when you need it, and keep the portal uncluttered until then.
- Contracts and proposals that clients accept online
- Forms, document requests and a help desk
- A branded help center, calendar, packages and analytics
- Show an app to some clients and hide it from others (Professional plan and above)
Work smarter
Let Orbinly handle the follow‑ups.
The routine work between a client saying yes and getting paid doesn’t need to be done by hand.
Automations
Set a rule once. When an invoice goes overdue or is paid, a proposal or contract is accepted, a project changes status, or a new client is added, Orbinly can email your team, message the client, tag the client or change a project’s status, straight away or after a few days.
AI Assistant (optional)
Turn it on for your workspace to draft replies, catch up on a client’s recent activity, write a weekly client update, or draft proposals and contracts to review. Clients can ask a built-in assistant about their own invoices and projects. It is off by default, and a person reviews everything before it goes anywhere.
Connect your tools
Works with the tools you already use.
Stripe payments
Connect your Stripe account so clients can pay invoices by card, with the money going to you.
Accounting
Send invoices, payments and voids to QuickBooks Online or Xero automatically, so you only enter them once (Professional plan and above).
Embedded apps
Put a booking calendar, form or video straight into the client portal: Calendly, Google Calendar, Cal.com, Jotform, YouTube, Vimeo, or any tool with its own web page.
API and webhooks
Connect Orbinly to your own tools with an API key and outbound webhooks. Works with Zapier and Make without writing code (Starter plan and above).
Read the API docs →Security
Built for people who hold client data.
Your clients trust you with their files, invoices and conversations. Orbinly gives you the controls to keep that trust.
- Row-level security at the database, so one client can never see another’s data
- Require two-factor sign-in for your whole team
- Automatic sign-out after a period of inactivity
- An audit log of important actions (Advanced plan and above)
- Single sign-on (SAML) for Enterprise customers, on request
Start free, and give your first client a portal today.
The Free plan includes up to 5 clients and needs no credit card. Upgrade only when you need more.