Your clients, projects
& invoices.
One dashboard.
Stop switching between Pipedrive, Trello, Pennylane and Mailchimp. ORBIO connects your CRM, invoicing, projects and email marketing in one place.
No credit card required · Setup in 2 minutes
Everything orbits around your business
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
Manage your clients and leads in a visual pipeline. Create detailed proposals with line items, automate follow-ups, and centralize all documents.
Invoicing
Create professional PDF invoices with your logo, manage multiple bank accounts and track overdue payments.
Projects
Kanban, dated milestones, contract value and client/lead link. Keep all your files in one place.
Client Portal
Give your clients a branded portal with real-time chat, shared notes, invoice access and project visibility. No more back-and-forth emails.
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.
I used to juggle Trello for projects, Pennylane for invoices, and a spreadsheet for my CRM. ORBIO replaced all three in a weekend. Everything is connected — when I close a deal, the invoice is one click away.
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.
Replace your tool stack with one dashboard
Join freelancers and agencies who stopped paying for 10 subscriptions. Start free, upgrade when you're ready.