Trusted by 200+ small businesses

From quote to payment, without the chaos

Close more deals, collect faster, and stop losing jobs to admin work — all from one platform built for small teams.

orgaflow.dev/app
Orgaflow dashboard
200+Businesses
98.9%Uptime
120kInvoices
4.9★Rating

Features

Everything your team needs, nothing it doesn't

Estimates & Invoices

Create professional quotes, get client approval via a secure link, and convert to invoice in one click. PDF export included.

Client approves via shareable link
Convert estimate → invoice instantly
PDF export with your branding
Draft
Sent
Approved
Invoiced
Paid

Customer CRM

All your clients in one place. Track history, activity, linked estimates and invoices — scoped per workspace.

Customers3 of 200
A
Acme Corp
Active$3,400
P
Pixel & Co.
Lead$1,200
B
BuildRight
Active$5,800

Automations + Tasks —
your team on autopilot

When a client pays an invoice or approves an estimate, Orgaflow automatically creates tasks and assigns them to the right team members. No manual handoffs, no sticky notes, no dropped balls.

Set triggers: invoice paid, estimate approved, and more
Auto-create tasks with title, assignee, and due date
Track everything on a visual Kanban board
Customize stages to match your exact workflow
See which plans include automations

Automation rule

Invoice paid
Trigger fires
Task created
→ Task: "Deliver project files" assigned to Lucas M. · Due in 3 days

Task board

To Do

Design mockup

Client call

In Progress

Invoice #034

Setup meeting

Done

Estimate sent

Contract signed

Reports & Analytics

Revenue by period, outstanding invoices, conversion rates — every number that matters to your business.

Revenue this month

$18,340

+24%
MTWTFSS

Payments & Collections

Record payments manually or let clients pay online via Stripe. Track what's been collected and what's outstanding — per invoice, per client, per period.

Collected

$18,340

Outstanding

$4,200

Overdue

$890

Log payments against invoices
Stripe Connect for online payments (Scale plan)
Status auto-updates when fully paid

How it works

Up and running in minutes

01

Set up in 2 minutes

Sign up, name your organization, and invite your team. Configure currencies, taxes, and preferences.

02

Win clients with shareable quotes

Import or add clients, build estimates with line items, and share a secure link for client approval.

03

Get paid and automate the rest

Convert approved quotes to invoices, collect payments, and let automations handle task creation.

Testimonials

Loved by growing teams

Our quoting-to-payment cycle went from 2 weeks to 3 days. Orgaflow replaced three separate tools overnight.

SM

Sarah Mitchell

Founder, Pixel & Co.

The automation features alone save us 5+ hours a week. Tasks are created the moment a client pays.

MO

Marcos Oliveira

CEO, BuildRight

Finally a platform that actually understands how small businesses work. The Kanban linked to invoices is a game-changer.

JC

Julia Chen

Operations Lead, Craft Studio

FAQ

Common questions

How is Orgaflow different from FreshBooks or QuickBooks?

Orgaflow is built around the estimate-to-payment workflow. It combines quoting, invoicing, task management, and automations in one place — without the accounting complexity.

Can clients sign estimates electronically?

Yes. Every estimate gets a secure shareable link where clients can review and approve with one click — no account required.

Is there a free plan?

Yes. Starter is free and gives solo operators the core estimate, invoice, customer, and item workflow with usage limits.

Does Orgaflow support multiple currencies?

Yes. You can configure your organization's default currency and set per-client currencies for international work.

Is Orgaflow good for solo freelancers?

Absolutely. The Starter plan is built for one-person operations, and many features scale with you as your team grows.

Can I import my existing clients and invoices?

Yes. You can add clients individually or in bulk, and the platform is designed to get you running in under 5 minutes.

Join 200+ businesses closing deals faster

Stop juggling tools. Start free and see why small teams choose Orgaflow. Set up takes under 5 minutes.