Client Projects, Tasks & Collaboration-All in One Place
Organize clients, projects, tasks, and notes. Invite clients to a dedicated portal where they see their projects, tasks, and invoices. Collaborate in shared workspaces without scattered email threads or lost context.
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Everything per Client, in One View
Clients, projects, tasks, notes-linked to proposals, contracts, and invoices
Build Comprehensive Client Profiles
Store contact details, company information, and registration numbers. Track every interaction-proposals, invoices, contracts, and notes-linked to each client. Build profiles that give you context at a glance.
Projects, Kanban Boards & Task Management
Create projects per client. Organize tasks in Kanban boards. Set due dates, add comments and attachments, assign team members. Never miss a deadline. All project work in one place.
What You Get
- Client portal-clients see only their projects and invoices
- Role-based access for your team
- Multi-workspace for multiple brands or businesses
- Notes and activity linked to clients
- Shared context-no scattered email threads
Invite Clients to Their Own Portal
Give clients a dedicated portal where they see their projects, tasks, invoices, and contracts. They sign in once and access everything you share. Collaborate without switching tools or losing context.
Client-Centric From Start to Finish
Every proposal, contract, invoice, and time entry is linked to a client. Dashboard insights show earnings, outstanding invoices, and proposal performance-all per client when you need it.
What Users Say About Client Management
Teams on organizing clients and projects with Orvilo
"Client portal was a game changer. My clients log in, see their projects and invoices, no more digging through emails. They love it and I spend less time on admin."
"Everything per client in one view. Proposals, contracts, invoices, notes, tasks. No more hunting across tools. Our team actually uses Orvilo because it's all there."
"Kanban boards for tasks, projects per client, and the client portal. We used to use three different tools. Orvilo does it all. Setup was easy and we migrated in a week."
"Client portal was a game changer. My clients log in, see their projects and invoices, no more digging through emails. They love it and I spend less time on admin."
"Everything per client in one view. Proposals, contracts, invoices, notes, tasks. No more hunting across tools. Our team actually uses Orvilo because it's all there."
"Kanban boards for tasks, projects per client, and the client portal. We used to use three different tools. Orvilo does it all. Setup was easy and we migrated in a week."
Built by Independent Professionals, for Independent Professionals
We know the grind: winning projects, sending invoices, chasing payments, and keeping clients organized. Orvilo keeps proposals, contracts with electronic signing, invoices, payments, and client management in one place-so you can win more work and get paid faster, without juggling spreadsheets and scattered tools.
Flexible Pricing for Every Stage
Whether you're just getting started or scaling fast, we've got a pricing plan that fits your needs
Starter
For Solo Freelancers
- 1 user
- 1 workspace
- Unlimited clients
- Proposals (basic AI limit)
- Invoice creation
- Stripe payment links
- Proposal → invoice conversion
- Basic dashboard
- Email support
- Time tracking per client → invoice
- 5 contracts to sign/month
Pro
For Growing Freelancers & Small Teams
- Up to 3 users
- Up to 3 workspaces
- Recurring billing (unlimited)
- Client portal
- Kanban boards
- Role-based access
- Stripe Connect
- Advanced AI limits
- Dashboard analytics
- Priority support
- Time tracking per client → invoice
- 25 contracts to sign/month
Agency
For Agencies
- Up to 10 users
- Unlimited workspaces
- Everything in Pro
- Higher AI limits
- Advanced permissions
- Future advanced analytics
- Priority support
- Time tracking per client → invoice
- 100 contracts to sign/month
Get Started with Orvilo
One Platform. Every Client. Ready to win more work and get paid faster-all in one place?
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