Replace Pipedrive, Trello
& Pennylane.
One dashboard.
CRM, invoicing, projects and email marketing — all built-in, all connected, one subscription.
No credit card required · Cancel anytime
Every tool you need — built-in.
A single workspace to run every part of your business, from lead to invoice. No more tab-switching or stacking subscriptions.
Save €200+/month
vs. paying for each tool separately
Everything you need, nothing you don't
A tool built for independents and small teams who want to move fast without sacrificing quality.
CRM & Proposals
Know exactly which deal to close next. Build a visual pipeline, send proposals in one click, and never miss a follow-up again.
Invoicing
Get paid faster. Create professional PDF invoices in 2 clicks, track overdue payments automatically and manage multiple bank accounts.
Projects
See every project at a glance. Kanban board, dated milestones and file attachments — all linked to your client and invoice.
Client Portal
Stop the back-and-forth emails. Give clients a branded portal to view projects, chat in real time and access their invoices — all in one place.
Everything connected — that's the point
Your data flows between modules automatically. A lead converts to a client, a client gets invoiced, invoices link to projects, projects feed your analytics. No copy-pasting, no CSV imports — one source of truth.
Plus: Notes, Email Marketing, Mindmaps, Calendar sync, Cloud Storage, Analytics, and more.
Simple, transparent, no surprises
Start free, upgrade when you need more. No credit card required.
Solo Pro
For active freelancers and solopreneurs.
14-day free trial, no card required
1 seat · 50 clients · 500 leads · 10 projects · 50 invoices/mo
- CRM: 50 clients, 500 leads
- Pro Invoicing (50/mo)
- Client portal
- 1 email account (SMTP)
- Calendar sync (1 calendar)
- 2 newsletters/month
- Full analytics dashboard
- File storage & CSV export
Team
For top freelancers and growing collectives.
14-day free trial, no card required
Up to 5 seats · Everything unlimited
- 5 members included (scalable)
- Custom roles & permissions
- Unlimited email accounts
- Shared notes & newsletters
- Everything unlimited
Agency
For agencies that need maximum power.
14-day free trial, no card required
Unlimited seats (+€6/extra) · Everything unlimited
- 10 members included (+€6/extra)
- Everything in Team
- Priority support
- Dedicated onboarding & Beta access
Questions & Answers
Every paid plan starts with a 14-day free trial — no credit card required. You get full access to all features during the trial.
Yes. You can import clients, contacts and invoices via CSV or Excel. We also support copy-paste from most tools.
Absolutely. ORBIO runs on Convex with end-to-end encryption, role-based access control, and automatic backups. Your data stays yours — export it anytime.
Yes — ORBIO includes a built-in client portal. Your clients get a branded space to view projects, invoices, shared notes, and chat with you in real time.
The desktop app (Mac & Windows) works with real-time sync. When you're back online, everything syncs automatically.
Yes, no commitment. Cancel your subscription anytime from your account settings. Your data remains accessible for 30 days after cancellation.
Stop renting 5 tools to run 1 business.
Join freelancers and agencies who already made the switch. 14-day free trial, no card required.