The building seen from outside: each floor wears the color of its department The same building in cross-section: the offices, and the machines at work

Your business.Already up and running.

Quotes, invoices, clients, planning: already linked together.

ORILA is management software for small businesses. Clients, quotes, invoices, accounting, stock, email and invitations: seven departments already in place, linked together and set up for your line of work.

Your client accepts their quote.

  • Sales : you stop chasing them.
  • Production : their items are set aside.
  • Finance : their invoice is one click away.

You didn't tell anyone.

On your own, ten of you, or with AI agents: nothing ever gets entered twice.

no sign-up · no credit card · your data stays in Europe

› Management

8th · Management

You see where your business stands, at a glance.

The floor seen from above, its offices in their places : Management
  • My business : every floor shows its figures for the day, recalculated on every visit.
  • Overview : your clients, your exchanges, your appointments, month after month.
  • Alba's office : Alba gives you the Monday roundup and tells you what's waiting for your word.
  • Decision room : before you decide, the facts from every floor gathered on one record.

Click an office: you see what it does for you.

My businessThe whole building on one screen.

What it's for

You see at once where things are stuck.

Every floor, with its rooms and its figures for the day.

Overdue tasks, sales to follow up, invoices past due, drafts to approve.

Today in the building

4Overdue tasks
2Sales to follow up
3Invoices past due
5Drafts to approve

The day's figures, floor by floor, recalculated every time you open it.

What happens on its own

  • Every time you open it, the counters are recalculated.
  • Everyone sees the figures their badge allows: a closed floor counts as zero.

It goes to

The connections

What it receives

  • Tasks : the ones that are overdue
  • Sales : sales whose next step has passed
  • Finance : invoices past due, to be settled

What it sends

  • Technical services : your add-ons, with what's already connected
OverviewYour clients and your exchanges, as curves.

What it's for

You watch your activity grow.

Clients, contacts, exchanges, appointments, delays.

Accounts month by month, actions channel by channel.

This month's actionsby channel

Phone42
Email31
Appointments12
+6 clients this month5 overdue

Each channel, its own bar: you see how you talk to your clients.

It goes to

The connections

What it receives

  • Sales : clients, contacts, qualification
  • Production : appointments and delays

What it sends

  • Alba's office : your figures, which she reads for you
Alba's officeThe Monday roundup, ready to read.

What it's for

She reads everything, you decide.

Alba arrives with the agents team: she reads your figures, floor by floor.

She tells you what's moving, what's out of the ordinary, what's waiting for your word.

The Monday roundup

  • What's coming in this monthabove your average for the last three monthsout of the ordinary
  • Maison Lorenz41 % of what comes inweighs heavily
  • Cash flowgap to plan: two invoices paid lateexplained
  • A record to createNour suggests it from a document you dropped inwaiting for your word

Each line, a finding read in your data.

What happens on its own

  • What's waiting for your word rings once in your bell.
  • The notification disappears as soon as you've decided.

It goes to

The connections

What it receives

  • Finance : what's coming in, cash flow and its plan
  • Sales : how much each client weighs
  • Front desk : the documents Nour leaves for your word

What it sends

  • Front desk : a notification, just one, in your bell
  • Received documents : the cabinet, open on what's waiting
Decision roomThe facts gathered before you decide.

What it's for

You decide knowing your figures.

Alba gathers the facts from every floor and the gaps to plan.

The file is ready to read over, the decision stays yours.

HHire a second technicianFile prepared by Alba

What came in, last 3 months
48 200 €
Gap to the cash-flow plan
+3 100 €
Overdue tasks
9, including 6 for Camille
Heaviest client
Atelier Brunel, 38 %

FinanceProductionSales

The facts from three floors on one record: your call.

It goes to

The connections

What it receives

  • Finance : what's coming in, the cash-flow plan
  • Tasks : workload and delays
  • Sales : how much each client weighs

What it sends

  • Alba's journal : the file, to read over whenever you like

› Legal

7th · Legal

Your contracts, signed online.Being built

The floor seen from above, its offices in their places : Legal
  • Signature : you send a document, everyone signs with their own code.
  • Proof : the file says who signed, when, and on which version.
  • Signed envelopes : everyone has signed: the quote turns to accepted on its own.
  • Contracts : your contracts and Thémis, your legal expert, are coming soon.

Click an office: you see what it does for you.

SignatureA link and a code for each signer.

What it's for

You get documents signed remotely.

Each signer gets their own link, and a code at the moment of signing.

One after the other, or all at once: you follow who has signed.

Annual maintenance quoteTo sign

One after the other · Atelier Brunel

Julie Brunelsigned
Marc Aubertcode requested
Léa Marchandcoming up
1/3 signatures

Step-by-step tracking: the next person is invited as soon as the previous one has signed.

What happens on its own

  • A personal link goes out by email to each signer.
  • One after the other: the first is invited, then the next.
  • The code: 6 digits, valid for 15 minutes, 5 attempts.

It goes to

The connections

What it receives

  • Finance : the quote or invoice to sign

What it sends

  • Proof : every step, recorded for the file
  • Front desk : an email as soon as someone signs
ProofWho signed, when, on which version.

What it's for

Everything is recorded, and it's readable.

The document gets a fingerprint at the start, checked again at every signature.

The proof file tells the whole story, in plain words, ready to print.

Proof file · Quote D-2026-0087

  • Page openedJulie Brunel · Sept 14, 09:12recorded
  • Code sentto her email · valid for 15 minutessent
  • SignedSept 14, 09:14 · from her phonesigned
  • Fingerprint checkedidentical to the one at the startintact

A readable story: if the document had changed, the line would turn red.

What happens on its own

  • The first time their page is opened is recorded, once.
  • On signature, the fingerprint is checked and the proof is locked.
  • The file is written on request, any mismatch in red.

It goes to

The connections

What it receives

  • Signature : every opening, every code, every signature

What it sends

  • Printable file : the full story, to show if needed
Signed envelopesEveryone has signed: it's a deal.

What it's for

Signed, and everything follows.

The quote turns to accepted, the subscription starts if there is one.

Everyone gets their signed copy by email.

QuoteD-2026-0087

Atelier Brunel

  • Annual machine maintenance1 800,00 €
  • Travel120,00 €

Total incl. VAT2 304,00 €

Signed by all · accepted

Once the last signature is in, the quote is filed as accepted.

What happens on its own

  • Everyone has signed: the quote turns to accepted, the subscription starts.
  • Everyone gets their signed copy.
  • A refusal closes the envelope, and the quote turns to declined.

It goes to

The connections

What it receives

  • Signature : the last signature expected

What it sends

  • Finance : the quote turns to accepted
  • Subscriptions : the subscription starts if there is one
ContractsYour contracts and Thémis, here soon.

What it's for

Your binding papers, soon in one place.

Your contracts, your terms of sale and your high-stakes letters are coming here soon.

Thémis, the agents team's legal expert, will read them clause by clause.

TThémisLegal expert on the agents team · coming soon

She'll read
your contracts, and what a clause commits you to
She'll prepare
your terms of sale, in your name
She'll draft
a high-stakes letter, ready to read over
You
you read it over, you sign

LegalSales

Her job description: she prepares, you sign.

It goes to

The connections

What it receives

  • The agents team : Thémis, who is joining the team soon

What it sends

  • Signature : soon, a reviewed contract goes out for signature

› People

6th · People

Your team, its schedules, its workload.Being built

The floor seen from above, its offices in their places : People
  • Team : you invite, you hand out a badge, everyone enters their floors.
  • Team workload : you see the busy days before you set a date.
  • Hand over : you hand over a task, your colleague is notified.
  • Schedule and time off : the team schedule and time off are coming soon.

Click an office: you see what it does for you.

TeamYour colleagues, their badge, their floors.

What it's for

Everyone goes where they need to.

You invite a colleague, you choose the floors their badge opens.

Their scope: all records, their site, their team or their own.

CCamille MorelMember · invited by email

Badge
Sales, Production
Scope
her team
Site
Lyon shop
Invitation
valid for 14 days

SalesProduction

Her badge opens two floors: those are the ones she enters.

What happens on its own

  • The invitation goes out by email, in their language, valid for 14 days.
  • You change their rights: it applies instantly.

It goes to

The connections

What it receives

  • Technical services : Organization & members: invite, badge, scope

What it sends

  • Tasks : who to hand things to, based on their badge
  • Documents : who sees what, based on the badge
Team workloadThe full days and the free days.

What it's for

You pick a date while seeing the week.

The workload calendar shows what's already planned, day by day.

It lives in Production, when you pick a date.

Tasks and appointmentsWeek of September 28

Monday8
Tuesday5
Thursday2
Thursday has roomMonday is full

Each day, its workload: you set the date where there's room.

What happens on its own

  • A recurring appointment goes in for a whole year.
  • A task you hand over lands in your colleague's schedule.

It goes to

The connections

What it receives

  • Tasks : the dated ones, day by day
  • Appointments : the recurring ones too

What it sends

  • Tasks : the chosen date, where there's room
Hand overYou give a task, your colleague is notified.

What it's for

You pass the baton in one move.

You hand a task or an appointment to a colleague.

A call noted at the Front office becomes a task for today on their side.

You hand it over: it lands with Sarah, who ticks it off once done.

What happens on its own

  • Their badge is checked, then they're notified in their language.
  • When the day comes, or if it's late, the task lets them know.

It goes to

The connections

What it receives

  • Front office : a call noted, to pass on
  • Tasks : the one you hand over

What it sends

  • Front desk : an alert in their bell
  • Tasks : in your colleague's schedule
Schedule and time offComing soon, connected to our scheduling tool.

What it's for

Your team's week, here soon.

This floor lights up once it's connected to our scheduling tool.

Until then, your colleagues and their workload are already in the building.

The People floor

  • Members and their badgesaccount menu › Organization & membersalready here
  • Each day's workloadProduction › workload calendaralready here
  • The team scheduleconnected to our scheduling toolcoming soon
  • Time offwith the floor connectedcoming soon

In green, what already works; in gray, what's coming.

It goes to

The connections

What it receives

  • Technical services : members, already here
  • Production : each day's workload, already here

What it sends

  • My business : the floor, marked “to connect” in the lobby

› Finance

5th · Finance

The money coming in and the money going out.

The floor seen from above, its offices in their places : Finance
  • Sales : an accepted quote becomes an invoice, numbered on its own.
  • Bank : drop in your statement, each payment finds its invoice.
  • Purchases : each expense keeps its receipt and its VAT.
  • Accounting : your accountant opens your file, ready to check.

Click an office: you see what it does for you.

SalesQuotes, invoices, credit notes, subscriptions.

What it's for

From quote to invoice, in one click.

An accepted quote becomes an invoice, with its final number.

You send it by email, or through a short link your client opens.

InvoiceF-2026-0142

Atelier Brunel

  • Support, 3 days1 800,00 €
  • Travel expenses120,00 €

Total incl. VAT2 304,00 €

Issued

When it's issued, the number and the mandatory details fill in on their own.

What happens on its own

  • When it's issued, the next number is set, with no gaps.
  • An invoice past due gets a polite reminder, at 7 days then every 7 days.
  • A subscription that comes due creates its own invoice.

It goes to

The connections

What it receives

  • Sales : the client, copied from their record
  • Sales : catalog items and their prices
  • Legal : the signed quote, which turns to accepted

What it sends

  • Sales : the sending, written in the client's history
  • Stock : invoiced items going out
  • Dashboard : invoices past due, to look at
PurchasesYour expenses and their receipts.

What it's for

What goes out, filed with its proof.

An expense, its category, its recoverable VAT, its receipt.

You photograph the receipt, it stays attached to the expense.

This month's expenses

  • Workshop rentRecurring cost · the 12th of the monthDue soon
  • Website hosting29,00 € incl. VAT · of which 4,83 € VATReceipt attached
  • Client mealExpense claim · receipt photographedTo file

You enter it including VAT, the VAT share is worked out on its own.

What happens on its own

  • You enter it including VAT with a rate: the net amount and the VAT are split out.
  • An expense coming due warns you 7 days before, then the day before.
  • Stock tracked: purchased items go into stock, their purchase price updates.

It goes to

The connections

What it receives

  • Technical services : your VAT scheme, in the settings

What it sends

  • Stock : purchased items and their price
  • Cash flow : upcoming due dates, in the curve
  • Accounting : recoverable VAT, in the purchases journal
BankYour statements, matched to your invoices.

What it's for

You see who has paid, at a glance.

You drop in your statement, or you connect your Qonto account.

Each payment finds its invoice, you confirm in one click.

September statement

12Payments found
1 240 €Amount reconciled
3To handle

You confirm: the invoices turn to paid on their own.

What happens on its own

  • Movements already known are set aside on their own.
  • Amount equal to the balance due: the match is suggested to you.
  • Confirmed: the payment is sealed, the invoice turns to paid.

It goes to

The connections

What it receives

  • Sales : invoices waiting for their payment

What it sends

  • Sales : the invoice turns to paid
  • Accounting : the payment, in the record of receipts
  • Dashboard : one fewer overdue invoice
AccountingClosings, VAT, and your accountant.

What it's for

Your accountant gets everything, ready to approve.

Record of receipts, VAT position, assets, loans, sealed closings.

Your firm opens your file, checks it, and tells you what's missing.

Financial year 2026In progress

Closings sealed, day after day, month after month

Julyclosed
Augustclosed
Septemberin progress
9/12 months closed

Each month is closed and sealed: your accountant reads it as it is.

What happens on its own

  • Each payment is sealed, chained to the previous one.
  • Register open: the closings that are due happen on their own.
  • An asset you buy gets its depreciation schedule, to the month.

It goes to

The connections

What it receives

  • Bank : each payment, sealed
  • Stock : your stock value on the balance sheet
  • Technical services : the access you open to your accountant

What it sends

  • Front desk : a firm asks for access, you're notified

› Marketing

4th · Marketing

Letting people know what you can do.

The floor seen from above, its offices in their places : Marketing
  • Events : you see who's coming, replies arrive live.
  • Invitation : your invitation card goes out to each person, with their first name.
  • Email campaign : one message to a whole group, everyone reads their own.
  • Lists : your contacts sorted into groups that keep themselves up to date.

Click an office: you see what it does for you.

EventsYour trade shows, open days and evenings.

What it's for

You know who's coming, live.

A date, a venue, a capacity, and your guest list.

Each guest has a status: invited, confirmed, declined, attended.

Open day on October 17

48Guests
21Confirmed
19No reply
8Declined

A guest replies: the figures move before your eyes.

What happens on its own

  • Seven days before, your administrators are notified.
  • The day before, every guest who confirmed gets an email.
  • A “no” after a “yes” frees up their place.

It goes to

The connections

What it receives

  • Sales : your contacts and clients to invite

What it sends

  • Front desk : the reminder seven days before, in the bell
  • Invitation : the guests who will get the card
InvitationThe card, and the form to reply.

What it's for

Your card, in your name, for each person.

You write it once, the first name, date and venue fill in for each guest.

Email, copied link or printed card: they reply online, on their very own link.

CCamille RousselGuest · Open day on October 17

Reply
Confirmed
Channel
Email
Plus-ones
1
Her link
Opened on October 3

EventClient

She replies on the form, her line updates on its own.

What happens on its own

  • Every reply on the form updates your list on its own.
  • The card shows the first name, date and venue for each guest.

It goes to

The connections

What it receives

  • Sales : each guest's contact or account
  • Technical services : your brand's logo and color

What it sends

  • Events : each reply, in the guest list
Email campaignOne message, sent to a whole group.

What it's for

One message, everyone reads their own.

You write it once, the first name and city are set for each person.

Opens and clicks come in when you click “Refresh”.

October newsletterSent on October 2

Sent312
Opened141
Clicked38
9 left out, with the reasondaily cap respected

What went out, what was opened, what was clicked.

What happens on its own

  • “Stop Com” records and contacts with no email are left out automatically.
  • Every message carries its own personal unsubscribe link.
  • An unsubscribe ticks “Stop Com” on the record, on its own.

It goes to

The connections

What it receives

  • Lists : the group to write to
  • Technical services : the sending connection and your daily cap

What it sends

  • Sales : the unsubscribe, ticked on the record
ListsYour contacts, sorted into groups.

What it's for

A group of contacts, ready to use.

Accounts or people, picked by hand or by filters.

A dynamic list keeps itself up to date.

My lists

  • Active clientsFilter: “client” tag · 184 contactsDynamic
  • Trade show guestsPicked by hand · 36 contactsFrozen
  • PartnersFilter: “partner” tag · 22 contactsDynamic

Open a dynamic list: it replays its filters instantly.

What happens on its own

  • When opened, a dynamic list replays its filters.
  • Contacts added by hand join it, duplicates disappear.

It goes to

The connections

What it receives

  • Sales : your accounts, your contacts and their tags

What it sends

  • Email campaign : the group to write to

› Production

3rd · Production

What you deliver to your clients.

The floor seen from above, its offices in their places : Production
  • Projects : every job moves forward before your eyes, stage by stage.
  • Tasks : tick a task, the project bar moves on its own.
  • Stock : quote accepted, its items are reserved for the client.
  • Documents : every file keeps its record, one click and you're there.

Click an office: you see what it does for you.

ProjectsEach job, its stages, its end date.

What it's for

You see where each job stands.

A name, a client, stages: upcoming, in progress, finished.

Inside: its tasks, its appointments, its files, the people involved.

Website redesignIn progress

Due October 30 · for a client in the portfolio

Scopingfinished
Mockupsin progress
Developmentcoming up
3/8 tasks done

One stage per color, progress counted on the tasks done.

What happens on its own

  • Tick a task: the project bar moves forward.
  • A stage that runs past its date is marked late.
  • Prefer your own percentage? It replaces the calculation.

It goes to

The connections

What it receives

  • Sales : the client and the people involved
  • Tasks : the ones filed under a stage
  • Finance : an expense for the job

What it sends

  • Sales : the client record lists its projects
  • Tasks : its tasks are born already filed
  • Documents : its files, with the link back
TasksWho does what, by when.

What it's for

You note it, you hand it over, you tick it off.

Something to do, a priority, a date, a person.

It stays linked to the client or project it concerns.

Tick the box: it turns to “Done”, and the client record remembers it.

What happens on its own

  • A recurring task starts again on its own.
  • Once ticked, it's written in the client's history.
  • When the day comes, or if it's late, it lets you know.

It goes to

The connections

What it receives

  • Sales : the client, the contact, the deal
  • Projects : the project and its stage
  • Finance : the quote or invoice it follows

What it sends

  • Sales : once ticked, in the client's history
  • Dashboard : once dated, it goes into the schedule
  • Projects : once ticked, the project's progress moves
StockYour items: how many are really left.

What it's for

You know what you can still sell.

What you have, minus what an accepted quote has promised.

Below the threshold, it tells you before you run out.

Club racketShop

On the shelf10
Promised3
Available7
+24 on the waythreshold at 5

Promised to a client: what you can sell goes down.

What happens on its own

  • You mark the quote as accepted: it's reserved for the client.
  • The invoice takes it out, the credit note brings it back.
  • Below the threshold, the item moves to “What is running low”.

It goes to

The connections

What it receives

  • Sales : the item and its purchase price
  • Finance : accepted quote, invoice, credit note, supplier invoice

What it sends

  • Finance : stock going out, with every invoice
  • Finance : your stock value on the balance sheet
  • Sales : the purchase price updated
DocumentsAll your files, in one place.

What it's for

Type a word, the file is there.

Every file knows where it comes from: client, project, invoice, expense.

One click, and you're on the record.

specifications.pdfProject
supplier-invoice-4512.pdfExpense
layout-plan.pngClient
Search: layout

Hover over it: the pile spreads out, each file shows its record.

What happens on its own

  • Mailbox connected: its attachments arrive on their own.
  • No access to the department, no access to its files.

It goes to

The connections

What it receives

  • Sales : documents from clients, contacts, exchanges
  • Finance : quotes, invoices, expenses, payments
  • Front desk : the mail that has arrived and its attachments

What it sends

  • The original record : one click, you're there
  • Technical services : who sees what, based on the badge

› Support

2nd · Support

What your clients ask you after the sale.Being built

The floor seen from above, its offices in their places : Support
  • Emails : every email files itself on the right record.
  • WhatsApp : the imported conversation stays on the client's record.
  • Activity feed : calls, tasks, appointments: everything is tracked, in order.
  • My feedback : you write to us, we answer you in the same thread.

Click an office: you see what it does for you.

EmailsEvery email, on the right record.

What it's for

The client's email, already on their record.

With your mailbox connected, every email from a known address goes to its record.

Its attachments too, and the rest of the exchange in the same thread.

delivery-complaint.pdfClient
parcel-photo.jpgClient
invoice-F-2026-0142.pdfInvoice
Search: delivery

Attachments land in the record's documents.

What happens on its own

  • An email from a known address files itself on its record.
  • It mentions an invoice number: it sticks to the invoice.
  • Whatever is left to attach waits for you in “To file”.

It goes to

The connections

What it receives

  • Front desk : the email picked up from your mailbox

What it sends

  • Sales : “Email received from…” in the history
  • Finance : the email stuck to the quote or invoice it mentions
WhatsAppYour conversations, placed on the record.

What it's for

The conversation stays with the client.

You import the export of a WhatsApp conversation onto their record.

A button on the record, and you message them.

MMaison LorenzClient · Lyon

Contact
Julien Lorenz
WhatsApp
Imported conversation, 42 messages
Last exchange
September 18

ClientSupport

Open the record: the conversation is there, and so is the button to message them.

It goes to

The connections

What it receives

  • Sales : the client's record and their contact

What it sends

  • Sales : the conversation, filed on their record
  • Front desk : with the agents team, Nour spots what's waiting for a reply
Activity feedActions, tasks, appointments: everything is tracked.

What it's for

Everything that happened with them, in order.

A call, a visit, a ticked task: every exchange is written on their record.

The activity feed puts everything back in order, at a glance.

Tick the box: the exchange is written in the client's history.

What happens on its own

  • A task ticked on a client is written in their history.
  • The planned follow-up on an action has passed: its author is notified.
  • The feed rebuilds itself: actions, tasks, appointments.

It goes to

The connections

What it receives

  • Tasks : the ones linked to the client
  • Sales : actions and their channel

What it sends

  • Front desk : the overdue follow-up, in your bell
  • Sales : the full feed, on the record
My feedbackYou write to us, we answer you in the thread.

What it's for

A question for us? We answer you here.

You post your feedback, it reaches us right away.

We answer you in the same thread, you follow where it stands.

My feedback

  • Add a field to the client recordAn idea · sent on September 8New
  • The spreadsheet export cuts off accentsA problem · sent on September 22 messages
  • I really like the scheduleA comment · sent on August 281 message

“New”: the team has answered you, the feedback conversation is waiting for you.

What happens on its own

  • The status of your request changes: the bell and an email let you know.
  • Someone replies in your thread: you're notified.
  • Your feedback, once posted, rings on our side right away.

It goes to

The connections

What it receives

  • Technical services : the “My feedback” menu

What it sends

  • Front desk : our answer, in your bell

› Sales

1st · Sales

Your clients, from first contact to loyalty.

The floor seen from above, its offices in their places : Sales
  • Portfolio : every client has their record, with everything that concerns them.
  • Contacts : the right people, linked to their company.
  • Deals : your sales slide from column to column until “Won”.
  • Catalog : your products and your prices, ready for the next quote.

Click an office: you see what it does for you.

PortfolioOne record per client, and everything that touches them.

What it's for

You find every client in one click.

Their identity, their contact details, their company number, their tags.

Inside: their exchanges, their appointments, their tasks, their files, their history.

AAtelier BrunelClient · joinery

Main contact
Julie Brunel
Qualification
Regular client
Deals in progress
2
Last exchange
3 days ago

Deal in progressOpen projectInvoice paid

One record, and everything that touches the client filed around it.

What happens on its own

  • You type in a new client: a duplicate is flagged as you type.
  • “Stop Com” ticked: the newsletter stops, the date of the refusal is noted.
  • Your mailbox connected: an email from a known address files itself on its record.

It goes to

The connections

What it receives

  • Front desk : the emails filed on their record
  • Production : their projects and their tasks
  • Finance : their quotes, their invoices, their payments

What it sends

  • Finance : name, address and VAT copied into the quote
  • Projects : the job's client
ContactsThe people, their job, how to reach them.

What it's for

You know who to talk to, and how.

A name, a job, a phone number, an email.

Linked to a company, or on their own.

Maison Lorenz contacts

  • Claire LorenzManager · email and phoneMain
  • Hugo PetitPurchasing · emailActive
  • Sophie MarchandAccounting · emailStop Com

Each person knows which company they belong to.

What happens on its own

  • Same email, same phone: the duplicate shows before you create it.
  • An unsubscribe ticks “Stop Com” on every contact with that address.

It goes to

The connections

What it receives

  • Portfolio : the company they belong to
  • Marketing : an unsubscribe, and the date of the refusal

What it sends

  • Marketing : their details for lists and campaigns
  • Appointments : the guest, who receives their invitation
DealsYour sales in progress, column by column.

What it's for

You watch each sale move forward.

An amount, a stage, a planned next step, an owner.

You drag it all the way to “Won” or “Lost”.

Your columns, right now

3First contact
2Proposal sent
4Won
1Lost

Drag a deal from one column to another: its stage follows.

What happens on its own

  • The planned next step has passed: the owner is notified, once.
  • A sale that's been dormant for 14 days: you're notified, once.
  • You change the outcome: the closing date and the reason update.

It goes to

The connections

What it receives

  • Portfolio : the client for the sale
  • Tasks : a task or an appointment that moves it forward

What it sends

  • My business : sales whose next step has passed
  • Front desk : the bell: “Sale to follow up”
CatalogYour products and services, with their price.

What it's for

Your prices are ready when you make a quote.

A product or a service, its price, its VAT.

You'll find it in Finance › Sales › Catalog.

QuoteD-2026-0031

Maison Lorenz

  • Parquet laying · 20 m²1 200,00 €
  • Oak skirting boards · 12 m216,00 €

Total excl. VAT1 416,00 €

Draft

Two catalog lines, with their price, in a quote.

What happens on its own

  • An expense with its items updates their purchase price.
  • Tracking your stock? An accepted quote sets its items aside.

It goes to

The connections

What it receives

  • Finance : the purchase price, with every expense

What it sends

  • Quotes and invoices : its lines and their price
  • Stock : the item to track on the shelf

› Front desk

Ground · Front desk

What arrives at your door.

The floor seen from above, its offices in their places : Front desk
  • Dashboard : your day fits on one screen: the diary and your lists.
  • Front office : a call noted becomes a task for your colleague.
  • Mail : an email from a known client files itself on their record.
  • Received documents : every document dropped in is filed by tags, as a thumbnail.

Click an office: you see what it does for you.

DashboardYour day: the diary and what's waiting for you.

What it's for

You know what to do today.

The diary for the day, the week or the month.

Your lists: what's planned, what's overdue, what's waiting for a date.

Your day

2Appointments today
5Tasks planned
1Overdue
3To date

One glance in the morning, and your day is sorted.

What happens on its own

  • Every night, the day's tasks ring in your bell.
  • An appointment today or tomorrow: you're notified.
  • A colleague changes something: your screen follows, on its own.

It goes to

The connections

What it receives

  • Tasks : the ones that have a date
  • Appointments : the ones for the day, the week, the month

What it sends

  • My business : overdue tasks, in the lobby
Front officeMessages, mail, whatever has just come in.

What it's for

Whatever arrives always finds someone.

A call noted becomes a task for today for your colleague.

A letter you receive gets photographed and filed in the right record.

A call noted at the front desk, and Sarah sees it in her bell.

What happens on its own

  • A message handed over rings in your colleague's bell.
  • An email that nothing links to waits for you in “To file”.

It goes to

The connections

What it receives

  • Sales : the caller's record
  • Mail : emails to file by hand

What it sends

  • Tasks : the message taken, handed to a colleague
  • Sales : the letter received, in its record
MailYour mailbox, connected to ORILA.

What it's for

Your emails file themselves with the right client.

You connect your mailbox: Gmail, Microsoft, OVH, IONOS…

From a message, you create a record, a task or an appointment.

Picked up overnight

  • Maison Lorenz · Re: quote D-2026-0031stuck to the quoteFiled
  • Atelier Brunel · Shop layout2 attachments in the recordFiled
  • Automatic replyrecognized and set asideMachine
  • Price requestaddress not yet knownTo file

Every email arrives filed, or waits for your choice.

What happens on its own

  • Every night, your mailbox is checked, 50 messages per pass.
  • An email from a known address files itself on its record, attachments included.
  • It mentions a quote or invoice number: it sticks to the document.

It goes to

The connections

What it receives

  • Technical services : your mailbox connection

What it sends

  • Sales : the email and its attachments in the record
  • Finance : the email stuck to the quote or invoice
  • Front office : what's left to file
Received documentsThe cabinet: all your files, sorted by tags.

What it's for

You drop it in, it's filed.

Every file as a thumbnail, sorted by tags; everyone sees what their access opens.

On an image or a PDF: you annotate, you sign by hand, you add a stamp.

letter-maison-lorenz.pdfClient
supplies-receipt.jpgExpense
delivery-note.pdfProject
Tag: mail

One tag, and the pile keeps only what matters.

What happens on its own

  • Once filed in a record, the mail takes its files with it.
  • A deleted file goes to the trash, and can be recovered there.

It goes to

The connections

What it receives

  • Front office : the letter photographed when it arrived
  • Technical services : everyone's access, based on their badge

What it sends

  • Sales : the document, in the right record
MessagesYour colleagues and your agents, in one place.

What it's for

You talk to your team, in ORILA.

Threads, direct messages, folders, pins.

Your agents are in the directory: “Talk to them” opens their conversation.

MMaison Lorenz jobThread · 4 participants

Last message
Sarah · 5 min ago
Pinned
shop-plan-v2.pdf
Folder
Clients

SalesProduction

One thread per topic, and what matters stays pinned at the top.

It goes to

The connections

What it receives

  • Technical services : your colleagues, from Organization & members

What it sends

  • Sales : a quote requested, as a draft
  • Mail : a dictated email, as a draft to read over

› Technical services

−1 · Technical services

The machinery, under the floor.

The floor seen from above, its offices in their places : Technical services
  • Settings : your words, your colors, your menu: the whole building follows.
  • Members and badges : everyone has their badge, floor by floor.
  • My subscription : your plan, and a reminder before each renewal.
  • Trash : a mistake can be fixed: you restore it in one click.

Click an office: you see what it does for you.

SettingsYour words, your colors, your menu.

What it's for

The building speaks the language of your trade.

“Accounts” becomes “members”: the whole building follows.

Colors, menu order, tags, notifications, invoicing: it's all set here.

CClub des TilleulsBusiness profile: sports club

Your accounts are called
members
Color
fir green
Menu
Finance in second place
Quote series
D-2026-

NotificationsInvoicingTags

One word changed here, and the whole building talks like you.

What happens on its own

  • You choose your trade: tags, series and vocabulary arrive already in place.
  • A tag you type that doesn't exist yet is created here on its own.

It goes to

The connections

What it receives

  • Sales : a tag typed on a record

What it sends

  • Finance : numbering, mandatory details, reminders
  • Front desk : your notifications, one box per type
  • Sales : the word of your trade on every record
Members and badgesWho gets in, and to which floors.

What it's for

Everyone has their badge, floor by floor.

You invite a colleague and you choose the floors they can open.

They see all records, those for their site, their team, or their own.

Organization & members

  • Thomas RouxAll floors · all recordsAdministrator
  • Julie GarnierSales and Front desk · her team's recordsMember
  • Léa FontaineProduction · invited 2 days agoInvitation sent

One badge per person: what it opens, they see.

What happens on its own

  • You invite: a link valid for 14 days goes out in their language.
  • You change their rights: it applies instantly.
  • Forgotten password: their other sessions are closed.

It goes to

The connections

What it receives

  • My subscription : what your plan opens to the team

What it sends

  • Tasks : hand over, to whoever has the floor's badge
  • My business : the lobby counts based on the badge
  • Received documents : everyone sees what their access opens
My subscriptionYour plan, your trial, your pace.

What it's for

You know what you pay, and when.

Free, Pro or Team, monthly or yearly.

A 14-day trial when you sign up, and a code for a discount or free months.

Your plan

ProPlan
yearlyPaid
30 days then 7 daysReminders before renewal

You're notified twice before each renewal.

What happens on its own

  • Your trial ends: an email 8 days before, then the day before.
  • Yearly: notified 30 then 7 days before the renewal.
  • Trial over, you move to the free plan: all your data stays.

It goes to

The connections

What it receives

  • I have a code : a discount or free months

What it sends

  • My business : a floor closed by your plan shows in the lobby
  • Members and badges : what your plan opens to the team
BackupYour data, at your place, in one click.

What it's for

Your data belongs to you, you take it with you.

“Back up my data”: one click, and you keep your copy.

You store it wherever you like, for as long as you like.

A recurring task, and your copy always stays fresh.

It goes to

The connections

What it receives

  • Sales : your clients, your contacts, your deals
  • Finance : your quotes, your invoices, your expenses
  • Production : your projects and your tasks

What it sends

  • Your copy : to keep at your place, wherever you like
TrashWhat you delete waits for you here.

What it's for

A mistake? You restore it.

What you delete comes here, and can be recovered for 7 days.

Accounting documents, expenses, fixed assets, loans and projects can always be restored, with no time limit.

Café Delmas recordIn the trash

Deleted on Monday by Julie · its deals went with it

DeletedMonday
Restorable4 more days
PurgeSunday
3 days out of 7

Restore it in one click: it comes back with its deals.

What happens on its own

  • You delete: the record goes here, purged in 7 days.
  • A restored client brings its deals back into the lists.
  • Once the purge is done, your bell tells you how many items are gone.

It goes to

The connections

What it receives

  • Sales : a deleted record, and its deals
  • Finance : an accounting document, kept with no time limit
  • Projects : a project, kept with no time limit

What it sends

  • Sales : the restored record, back in its place
  • Front desk : “N items permanently deleted”

● 03:00 · you're asleep

What ORILA does every night, floor by floor

It works without you.

Every floor has its night-time routines. None of them woke you, and you find it all at breakfast.

● 8th · Management

The figures are already up to date.

Everything recounted when you open it

● 7th · Legal

The envelope gets signed while you sleep.

Code sent, copies gone out

● 6th · People

The floor is under construction.

Under construction

● 5th · Finance

Money first, every night.

Overdue invoices chased every night

● 4th · Marketing

Nobody is written to twice, or against their will.

Unsubscribers left out

● 3rd · Production

What's due finds you.

Day-before reminders sent

● 2nd · Support

Your request never sleeps in a drawer.

Each step lets you know

● 1st · Sales

No sale gets forgotten.

Sale with no next step: flagged

● Ground · Front desk

Mail files itself.

Mail filed on the record

● −1 · Technical services

Under the floor, it never stops.

Purge done, access cut off

Click a floor: you see what happens there on its own.

› Management

● 8th · Management

Dashboard recalculated every time you open it

The figures are already up to date.

just now You open the dashboard, ORILA recounts everything: overdue tasks, invoices past due, drafts to approve. The figures behind each window.
just now A colleague edits a record, every open screen is notified, without reloading. The list moving before your eyes.

› Legal

● 7th · Legal

Electronic signature of quotes with a six-digit code

The envelope gets signed while you sleep.

just now You send a document for signature, ORILA creates a personal link for each signer and sends it. The step-by-step tracking.
just now The signer asks for their code, a six-digit code goes out, valid for fifteen minutes, five attempts. The email, in their inbox.
just now Everyone has signed, the quote turns to accepted, the subscription starts, everyone gets their copy. Quote accepted, copies gone out.
just now They decline, the envelope is closed and the quote turns to declined, with the reason. Quote declined.

› People

● 6th · People

Human resources: module in preparation

The floor is under construction.

Nothing happens here on its own yet, and we won't say otherwise.

› Finance

● 5th · Finance

Automatic reminders for unpaid invoices and quotes

Money first, every night.

every night An invoice goes past its due date, ORILA marks it overdue and chases it, on the balance still due only. The invoice in red, “reminder sent”.
every night A quote gets no reply, it's followed up at seven days, twice at most; a reply that mentions its number switches off the follow-up. Quote followed up, or follow-up switched off.
every night A client subscription comes due, the invoice for the period is generated, numbered, sent. One invoice per due date.
just now You issue a document, next number with no gaps, legal details locked, short link ready to pass on. A number that can't be changed.
just now You drop in a bank statement, payments are found and suggested for reconciliation. “12 payments found, 1 240 €”.

› Marketing

● 4th · Marketing

Email campaigns with no duplicates, unsubscribes respected

Nobody is written to twice, or against their will.

just now You send a campaign, ORILA leaves out “Stop Com” records and those with no email, and checks the daily cap. The list of those left out, with the reason.
just now A recipient unsubscribes, “Stop Com” is ticked on all their records, right away. The contact record.
just now You open a dynamic list, its filters are replayed instantly, with no duplicates. A list that lives on its own.
every night An event starts in seven days, the administrators are notified, once. The bell: “Upcoming event”.

› Production

● 3rd · Production

Reminders for appointments and today's tasks

What's due finds you.

every night An appointment is happening tomorrow, the day-before reminder goes to every guest, just once. The client gets the reminder.
every night A task is due today, or becomes overdue, the person who owns it is notified, once. The bell: “Task for today”.
just now You tick off a recurring task, it comes back on its next date. The task back in “To do”.
just now You issue an invoice, stock is counted down, batch by batch, earliest expiry first. The counter going down.
just now You open “what to order”, ORILA works out what's below the threshold, minus what's already on its way. “To order from X”.

› Support

● 2nd · Support

Support request tracking, answers in your language

Your request never sleeps in a drawer.

just now You post a piece of feedback, we're alerted right away. The dot goes out.
just now Your request changes status, you're notified in your language, bell and email. “Status of your request”.
just now Someone replies in your thread, the other participants are notified. The bell.

› Sales

● 1st · Sales

Follow-up on stalled sales and duplicate detection

No sale gets forgotten.

every night A sale's planned next step has passed, the owner is notified, once. The bell: “Sale to follow up”.
every night A sale has no next step, no task, no appointment, ORILA flags it, once. “Sale with no next step planned”.
just now You type in a new record, duplicates are searched for as you type: number, email, phone. “This record may already exist”.
just now Your client opens a short link, the opening is counted, bots excluded. The opens counter.

› Front desk

● Ground · Front desk

Emails and attachments filed on the client record

Mail files itself.

just now An email arrives, ORILA files it on the record whose address matches, and sticks it to the quote or invoice it mentions. The email in the record.
just now It has attachments, they're dropped into the record's documents. The files with the client.
just now It's a machine, or a private message, it's kept, set aside, never filed on a record. Under the “machines” filter.
just now A prospect replies, their reply joins the draft that was sent. The thread of replies.

› Technical services

● −1 · Technical services

Trial and renewal deadlines announced in advance

Under the floor, it never stops.

every night Your trial ends in eight days, then the day before, an email goes to each administrator, in their language. Two emails.
every night Your renewal is thirty days away, then seven, you're notified beforehand: we never charge you without warning. Two emails.
every night A record has been sitting in the trash for seven days, it's deleted for good, except accounting documents. “Purge in N days”.
just now You remove a member, their access is cut off instantly. They sign back in with the rights they have now.
The same building at night, each floor ready to light up

The exact same angle as in the morning.

● our job is making yours simpler

What ORILA takes care of, depending on your role in the business

You only have one job to do. Yours.

You do your work, the work people call you for. And your work has consequences: things to note, chase, invoice, declare, file. That's what eats up your days, and that's what we take on.

And you, in your business, who are you?Pick your hat: we show you your office, and what we do there for you.

The management office: a large desk, an armchair, the model of the tower, and the meeting room behind the glass
8th · Management
You decide.

Your figures are already there when you open it: what comes in, what goes out, what's dragging. You don't add anything up.

Orbi takes care of it

  • Your counters up to date : When you open it, overdue tasks, sales to follow up, invoices past due and drafts are recounted, based on your badge.
  • Your business, live : A colleague edits a record, a deal, an invoice: your screen refreshes, without reloading.
  • The feed on every record : You open an account, a contact, a project: actions, tasks, appointments and changes are put back in order.
  • Who changed what : Every edited field leaves its line in the history: who, when, and through which door.

You have at hand

  • Your dashboard : The lobby and its windows: at a glance, what's waiting for you on every floor.
  • Your figures for the month : The overview of your month, without having to go looking for it.
  • Your notes : What you want to keep at hand, in one place.
The legal office: the law library, the contracts to sign and the stamp on the desk
7th · Legal
You sign.

Your client signs from their phone, with a code received by email. The quote turns to accepted, everyone gets their copy. You print nothing.

Your contracts and your terms and conditions are on their way. Signing already works.

Orbi takes care of it

  • The quote accepted on its own : Everyone has signed: the quote turns to accepted, the subscription starts, everyone gets their signed copy.
  • Your envelope sent : A document to sign: a personal link for each signer, the email goes out. One after the other, if you like.
  • Every signature tracked : They sign: the proof is locked, you get an email, the next person is invited. Your tracking moves without reloading.
  • A refusal, a reason : The envelope is closed, the quote turns to declined, with its reason copied over.
  • The signer's code : Six digits received by email, valid for fifteen minutes, five attempts.

You have at hand

  • Your step-by-step tracking : Who has signed, who's still pending, and when each person opened their page.
  • Your proof file : A printable story of the signature: fingerprint explained, any mismatch in red.
The People office: the team board on the wall, and two chairs for meetings
6th · People
You manage. Being built

Who works for you, who's in tomorrow, who's overloaded. It's the floor we're building right now. Tomorrow, you won't have to guess who has room.

Orbi takes care of it

The floor is under construction: nothing happens here on its own yet.

What we're putting in

  • Your team : Who works for you, and since when.
  • Your schedules : Who's in, who isn't.
  • Time off : Requested, approved, counted.
  • Workload : Who's overloaded, who has room.
The finance office: walls of archive boxes and ledgers, the printing calculator on the desk
5th · Finance
You get paid.

The accepted quote becomes an invoice, the overdue invoice chases itself, on the balance still due. Your bank statement finds your payments. You tick nothing off.

Orbi takes care of it

  • Your invoices chased : An invoice goes past its due date: it's marked overdue and the reminder goes out, on the balance still due only.
  • Your quotes followed up : No reply: followed up 7 days after sending, twice at most. A reply that mentions its number stops it.
  • Your subscriptions invoiced : At each due date, the invoice for the period is generated, numbered and sent. Or left as a draft, your choice.
  • Your payments found : You drop in a bank statement: movements already known are set aside, matches are suggested to you.
  • Your number with no gaps : You issue: next number, legal details locked, short link ready to pass on. Nothing is sent without you.

You have at hand

  • Your expenses : Photo of the receipt, amount and rate: the VAT share is worked out for you.
  • Your cash flow : What's due next month, and red as soon as your curve drops below your threshold.
The marketing office: a big cork board covered in campaign posters
4th · Marketing
You announce.

A campaign, a list, the results. “Stop Com” records are left out before sending, and someone who unsubscribes is removed on all their records, right away. You don't sort any list.

Orbi takes care of it

  • Those left out, with the reason : Before sending, “Stop Com” records and contacts with no email are left out. You see the list, with the reason.
  • Unsubscribed, everywhere : Every message carries its unsubscribe link. One click, and “Stop Com” is ticked on all their contacts.
  • Your cap checked : Before sending, your plan's daily cap is checked. Afterwards, what actually went out is counted.
  • Everyone gets their first name : First name, last name, city: each recipient reads their own text, with a fallback if something is missing.
  • Your event announced : Seven days before, the administrators are notified, once.

You have at hand

  • Your campaigns : One send, one list, the results.
  • Your lists that stay alive : A dynamic list replays its filters when opened, with no duplicates.
The production workshop: the wall planner, the drawing table, the projects and tasks on the screens
3rd · Production
You deliver.

Every project moves forward stage by stage. The accepted quote sets the items aside, the invoice takes them out of stock. You don't recount anything.

Orbi takes care of it

  • Your invitations sent : Appointment with guests: each one gets their invitation and the calendar file. A date changes, the update goes out.
  • Your day-before reminders : The appointment is tomorrow: every guest gets their reminder, just once.
  • Your stock counted down : You issue an invoice: stock goes down, batch by batch, earliest expiry first. A credit note puts it back on the shelf.
  • Your tasks that remind you : Due today or overdue, the assignee is notified, once. A recurring one comes back on its new date.
  • Your project moving forward : You tick off a task: the project's progress bar goes up on its own.

You have at hand

  • Your projects : Each job, its stages, its end date. A stage that runs past its date is marked late.
  • Your stock, for real : What you have, minus what an accepted quote has promised. Below the threshold, a banner warns you.
  • What to order : What's below the threshold, minus what's already on its way, with the supplier to call.
  • Your documents : Every file knows where it comes from. Type a word, it's there.
The support office: the headset on the desk, and a waiting corner with a bench
2nd · Support
You follow up. Being built

A request received, sorted, followed through to the answer, and every step lets you know. You never lose a thread.

The floor opens for your clients soon. What already works is tracking your requests with us.

Orbi takes care of it

  • Every step lets you know : You send us a request: at every change of status, you're notified in your language, bell and email.
  • A reply in the thread : Someone replies: the other participants are notified, and the person who made the request gets an email.
  • Your feedback reaches us : You post feedback or you reply: we're notified right away, and your thread turns to read.

You have at hand

  • Your requests with us : What you've asked us, sorted, followed through to the answer.
  • A single thread : The whole exchange in one place, each reply where it belongs.
The sales office: the world map on the wall, the client portfolio and the deals board on the screens
1st · Sales
You sell.

Your client accepts the quote online. The invoice is born from their click, the follow-up goes out on its date. You retype nothing.

Orbi takes care of it

  • Your quote accepted online : Your client clicks “I accept”: it's time-stamped, you're notified, and a subscription quote starts the subscription.
  • Your sale to follow up : The planned next step has passed: the owner is notified in the bell, once.
  • Your sale with no next step : No dated next step, no task, no appointment for 14 days: you're notified, once.
  • Your short link counted : Your client opens the link, the opening is counted on the document. Bots and email previews excluded.
  • The duplicate caught : While you type in a record, company number, VAT, email, phone and name are searched.

You have at hand

  • Your portfolio : All your records, filtered your way, and the people behind the companies.
  • Your catalog : What you sell, and at what price.
  • Your competitors : Who you run into, and on what.
The front desk: the counter, the pigeonholes, the waiting lounge, the dashboard on the screen
Ground · Front desk
You answer.

Mail files itself on the right record, appointments get confirmed, contracts get signed online. An agent prepares your replies; you send them.

Orbi takes care of it

  • Your prospecting protected : You click “Send”: the opt-out from cold calling is checked, the unsubscribe footer added, 25 sends a day at most.
  • Your mail filed : An email arrives: it goes to the record for its address, stuck to the quote or invoice it mentions.
  • Its attachments : Dropped into the record's documents, up to 25 MB.
  • Machines set aside : Automatic reply, bounce, no-reply: recognized and kept apart. A personal email keeps only who, what, when.
  • The prospect's reply : It joins the draft that was sent, and your screen shows it right away.

You have at hand

  • Your notifications : What needs your attention, with a counter that moves without reloading.
  • Your feedback : What you tell us, and where it stands.
Technical services, in the basement: the server rack with its indigo lights, the cables on the ceiling
−1 · Technical services
You set things up.

The vocabulary of your trade, who gets in and to which floors, your plan and your seats. An encrypted copy goes out every night. You don't back up anything.

Orbi takes care of it

  • Your renewal announced : 30 days then 7 days before the yearly renewal, your administrators are notified. Never charged without warning.
  • Your monthly subscription : On the due date, the card is charged again, the invoice issued, the receipt sent. If it's declined, you're notified and we try again.
  • Your trial ending : An email 8 days before, then the day before. At the end, you move to the free plan: nothing is deleted.
  • Your access cut off instantly : You remove a member or change their rights: their connections are cut off right away.
  • Your trash emptying itself : Nothing is destroyed all at once: seven days in the trash, then the purge. Accounting documents can always be restored, with no time limit.

You have at hand

  • Your settings : The vocabulary of your trade, your tags, and what notifies you.
  • Your members : Who gets in, and to which floors. You invite, they get their link in their language.
  • Your subscription : Your plan, your seats, and the exact price including VAT before you pay.

So who does all this? Orbi, always. And next to it, whoever you like.

Orbi, the assistant present at every workstation

Orbi runs every office. Who sits there is up to you.

Orbi runs on every desk, whether the office is occupied or not: nothing stops. What changes is who sits there. You, your team, an agent, or a person with their agent.

Three floors of the tower, and the same person at work on each
Nothing stops You're everywhere.

A single badge, every floor is yours. Where you're not, documents still go out and reminders still land.

Three floors of the tower, a different person on each
The most common case Everyone has their floor.

You invite, you choose their job, their grid fills in on its own. Orbi keeps running right at their elbow.

Three floors of the tower: a person at the top, an ORILA agent in indigo on the other two
The office stays open You hire the team.

Six agents, each with their floor. Where you have nobody, you put one in: it reads, prepares, suggests. You decide.

Three floors of the tower: on each, a person at their desk and their agent helping them
The one we wish for you A person and their agent.

The office is occupied, and the agent takes on what takes time. The person stays in control, without the thankless work.

Face to face with your client

Quote accepted on the spot by QR code, invoice in one click

They're right in front of you. So is your quote.

You open their record on your phone: your exchanges, your meetings, everything that was said. You finish your quote and show them the QR code. They point their phone at it, read the quote on their screen and accept it on the spot: it's timestamped, and the invoice is one click away.

  1. Open their record.
  2. Show the QR code.
  3. They accept, you invoice.
Two people face to face: one shows the QR code of a quote, the other points a phone at it

Six features: invitations, file import, accounting, unpaid invoices, documents, stock

Six moments that change your day.

It's all on the page. Start with what matters, and open the rest whenever you like.

Your invitations, in your colors

A trade show, an evening, an open day: your invitation card goes out by email in your colors, each guest replies on their own, and your list keeps itself up to date.

  • The card carries your logo, your color, and each guest's first name. A general link and its QR code work for the printed card or your social media.
  • The guest replies on a page, with no account: they confirm, say how many are coming, and add the date to their calendar.
  • You see, row by row, who received their card, who opened their page, who confirmed or declined. The day before, those who confirmed get their reminder.
Your old file, brought in as it is

Export your file from your old software, as a spreadsheet or a CSV, and drop it in untouched: the usual columns find their place on their own.

  • Your clients, your contacts, your invoices with their original numbers, and the history of your meetings, exchanges and tasks.
  • You see everything before anything is written. Whatever is left, you assign in two clicks, from a menu.
  • Made a mistake? You undo the import in one move.
Your invoice flows into the books

Your accepted quote becomes an invoice in one click. The payment turns up on your bank statement, and your accountant works from what you've already entered.

  • Next number with no gaps, legal mentions frozen, European e-invoice inside the PDF.
  • You upload your bank statement, or you connect Qonto: incoming payments are suggested for matching.
  • Your accountant gets into your books without paying a thing: trial balance, general ledger and balance sheet are already worked out.
Unpaid invoices get chased without you

An invoice passes its due date: a week later the reminder goes out, for the outstanding balance only. It comes back every week, three times at most.

  • If nothing happens: formal notice, then a suspension warning. Cutting off the service is your call, in one click.
  • A reported dispute stops everything. Once the payment arrives, everything starts again on its own.
  • Your quotes with no reply get followed up too, twice. A reply that quotes the number stops the follow-up.
The cabinet Nour keeps tidy

All your documents in one place, sorted by tags. You drop in a letter or an invoice you received, and Nour, the front desk agent, files it.

  • Photo, scan or PDF: every document stays linked to its record, and everyone only sees what their access opens.
  • You annotate, you sign by hand, you add a stamp, right on the image or the PDF.
  • With the agents team, “Hand it to Nour”: she suggests the record, the type, the date.
Your stock, the real one

What you have, minus what an accepted quote has already promised: you know what you can still sell.

  • The invoice takes it out, the credit note puts it back on the shelf, the supplier invoice brings it in. All on its own.
  • Batches, serial numbers, expiry dates. Barcode and QR labels, printed by the sheet.
  • Below the threshold, you're warned. Off to start with: switch it on if you sell items.

A record is everything you know about a client.

Every client, every contact, every deal and every project has its record: a single page that gathers everything about it. You open it, and you have it all, without digging through your emails or your spreadsheet. Here's what it holds, on every floor.

Actionsevery call, every email, with its channel
Appointmentsupcoming and past
Noteswhat was said
Attachmentsthe client's files
Historywho changed what, and when
Activity feedeverything, in order
Taskswhat's left to do for them
Emailsfiled on their record by themselves
WhatsAppthe conversation, and the button to message them
And on its own, on every record
  • A deletion goes to the trash, restorable for 7 days (and at any time for accounting documents, expenses, fixed assets, loans and projects)
  • Your team's screens refresh when a colleague changes something
  • A new label is created in the settings as soon as you type it

See it all, floor by floor.

Everything ORILA does, with nothing left out. Every floor opens, and so does every feature.

8th Management 3 features

See your whole business at a glance, floor by floor, with today's figures.

My businessThe entrance lobby: every floor with its rooms and today's figures.
  • Overdue tasks, deals whose next step has passed, overdue invoices not yet settled
  • Unread notifications and drafts to approve, floor by floor
  • A floor that's switched off says why: closed by your plan, to be connected, or to have done for you
  • Your connections at the bottom: sending emails, accounting, bank, bringing in your data, API access
  • Each floor's agent at their desk, or the desk empty
OverviewYour clients, contacts, exchanges, appointments and overdue items, tracked month after month.
  • How your accounts evolve, month by month
  • How your clients break down by qualification
  • Your actions, channel by channel
  • Not a single euro here: money is read on the Finance floor
What happens on its own hereOn every screen, Orbi's emblem shows what runs without you on this floor.
  • One click on the emblem opens the list of what Orbi does on this floor
  • Every adjustable automation has its own switch
  • The floor's agent sits on the title line, in a bubble
What happens on its ownOrbi takes care of it, from day one.
  • When you open the lobby, the counters are recalculated according to your badge: a closed floor counts as zero.

With the agents team : Alba prepares the Monday roundup, spots what's out of the ordinary in your figures or a client who accounts for more than 40% of what comes in, and lets you know through the bell what's waiting for your word. She reads and prepares the file before a decision, and the decision stays yours. On your word, she drops the week's roundup as a draft in your Mail.

7th Legal 2 features

Your documents to sign today, your contracts and your terms tomorrow.

The floor is being built: electronic signature already works, contracts and terms and conditions are on their way.

Get a document signedA personal link for each signer, a code received by email, and it's signed.
  • One after the other, or all together
  • The document's fingerprint is rechecked at the moment of signing
  • Admissible before a judge, without the presumption of reliability of an approved provider
  • Approving a quote, for its part, takes a single tracked click
Tracking and proofYou see who opened it, who signed it, and you keep a proof file.
  • Step-by-step tracking that updates without reloading the page
  • “Page opened on …” as soon as a signer opens their link
  • A readable, printable proof file, written on demand
What happens on its ownOrbi takes care of it, from day one.
  • Document sent for signatureFingerprint computed, a personal link for each signer, email sent.
  • In “one after the other” modeOnly the first signer is invited.
  • The signing code6 digits, valid for 15 minutes, 5 attempts.
  • A signatureFingerprint rechecked, proof frozen, next signer invited.
  • A refusalThe quote is marked declined.
  • Everyone has signedQuote accepted, subscription started if there is one, signed copy sent to each signer.

With the agents team : Thémis arrives with the floor, and you switch them on whenever you like: your contracts reviewed clause by clause, terms of sale in your name, high-stakes letters, all ready to read over. Signing and sending stay in your hands, and your lawyer keeps control of whatever calls for one. She flags contracts coming to an end, the mentions missing from your terms and the signatures still waiting.

6th People coming soon

Your team's schedule, as soon as it's connected to your scheduling tool.

Nothing on this floor yet: it will light up once your scheduling tool is connected. In the meantime, your team is managed in Organization & members, and its workload in the Production calendar.

With the agents team : Its agent will arrive with the floor.

5th Finance 18 features

In the menu, it's “Finance”: from your quote to your accountant's file, all your company's money.

DashboardWhat's still to come in, what's overdue, what goes out this month.
  • What's still to come in
  • Overdue invoices
  • What you still have to pay this month
Cash flowYour months ahead, worked out from your real bank balance.
  • The projection starts from your actual balance
  • Open invoices, subscriptions and expense due dates are factored in
  • An alert as soon as the curve dips below your comfort threshold
SimulationTry out a scenario and see what it does to your cash flow.
  • You set the scenario, your comfort threshold, your clients' average payment delay
  • The curve redraws itself, in red below your threshold
QuotesYour priced proposals, sent by email and accepted online by your client.
  • Pre-filled from the client record, valid for 30 days by default
  • Ready-made quote templates: one click, pick the client, send it
  • An optional “Showcase” first page: your photo, a welcome note, what is included and the amount, before the figures
  • Public link and short link, sent by email
  • Tracked online acceptance, or a code signature if you ask for one
  • Quote accepted: the invoice in one click
  • If you track your stock, an accepted quote sets the goods aside
InvoicesA final number with no gaps, the legal mentions in place, sent by email.
  • Final number when issued, in a continuous sequence
  • Legal mentions frozen according to your VAT scheme
  • A PDF that contains the e-invoice in the European format
  • Issuing open in France and Germany for now
Credit notesCorrect an issued invoice cleanly, keeping the original intact.
  • The credit note recalculates the original invoice
  • It is no longer chased nor offered for bank reconciliation
  • If you track your stock, the credit note puts the goods back on the shelf
SubscriptionsInvoices that go out again on their own, monthly, quarterly or yearly.
  • Auto mode: the invoice is numbered and sent to the client
  • Draft mode: the invoice waits for you before going out
  • Pause, stop and end date, subscription by subscription
  • An accepted subscription quote creates the subscription
Unpaid invoicesOn every invoice, the stages of an unpaid invoice, from a polite reminder to suspension.
  • Reminders, formal notice, suspension warning, suggested suspension
  • Suspend or resume in one click; it resumes on its own once paid
  • A dispute stops everything
  • Polite reminders that protect the client relationship
PurchasesYour expenses, your recurring costs and your expense claims, receipt photographed.
  • Photograph the receipt, it becomes the proof
  • Category, recoverable VAT, due date
  • The costs that come back every month
  • Your team's expense claims
BankUpload your statement, and each transaction finds the invoice it settles.
  • Three tabs: To handle, Reconciled, Set aside
  • Upload a statement in OFX or CSV
  • Qonto account connected: fetched when connected, then at every click
  • A confirmed match records the payment and marks the invoice paid
Fixed assetsYour long-term assets and their depreciation schedule, worked out to the month.
  • Depreciation schedule laid out from the in-service date
  • Exact to the cent
  • A manual mode if you'd rather enter everything yourself
LoansYour loans filed with your accounting, picked up again at the end of the year.
  • In Finance › Accounting
  • Picked up in the year-end questionnaire
  • Restorable at any time from the trash
Record of receiptsThe journal of what came in, payment by payment.
  • Every payment sealed in a tamper-proof ledger
  • Marking an invoice paid writes a line
  • A deleted payment becomes a reversing entry, and the history stays complete
VAT positionYour VAT prepared from your sales and purchases, ready to copy over.
  • A preparation ready to copy over to your tax account
  • The recoverable VAT on your purchases feeds into it
Collected by rateWhat came in, broken down VAT rate by VAT rate.
  • The VAT breakdown of every payment
  • Next to the VAT position, in Finance › Accounting
ClosingsDaily, monthly, yearly: your periods frozen and sealed, without lifting a finger.
  • Set on their own once the register is open
  • A closed period refuses a late entry
  • A yearly archive you can reread without us
  • A red alert if the chain is broken
My accountantWhat your firm has checked and what it's asking you for, ready to approve.
  • Account coding with a suggested account
  • Suggested year-end entries: depreciation, provisions, accruals and deferrals, stock
  • A year-end questionnaire that only asks the useful questions
  • Screens in French, for accounts kept in France
Practice workspaceFor your accountant: their clients' books, read-only.
  • They only see the books that have given them access
  • You give access in Settings › My accountant
  • Every administrator is notified when a firm requests access
What happens on its ownOrbi takes care of it, from day one.
  • Document createdClient details copied from their record, 30 days' validity, totals recalculated.
  • When issuedNumber with no gaps, mentions frozen, short link ready.
  • When issuedThe document goes to Pennylane if you've connected it.
  • A credit note recalculates the original invoice.
  • “Paid” records the payment; a deleted payment becomes a reversing entry.
  • Every payment is sealed in the tamper-proof ledger.
  • Closings that are due are set on their own once the register is open.
  • Every nightAn invoice past its due date is marked overdue and gets a polite reminder for the outstanding balance: after 7 days, then every 7 days, 3 at most.
  • Then the escalationFormal notice, suspension warning, suspension suggested in one click, automatic resumption once paid; a dispute stops everything and you're notified at every step.
  • Every nightA quote with no reply is followed up after 7 days, then every 7 days, 2 times at most.
  • Your client is notified 3 days before a quote's validity ends, and it is then marked expired.
  • Every night, a subscription that comes due generates its invoice: sent in auto mode, left as a draft otherwise.
  • Public linkAcceptance or refusal timestamped; an accepted subscription quote creates the subscription.
  • Expense entered including VATNet amount and VAT split out.
  • Expense coming dueYou're notified 7 days before, then the day before.
  • Statement uploadedTransactions already known set aside, matches suggested; once confirmed, the invoice is marked paid.
  • Projected cash flowWith an alert below your comfort threshold.
  • Depreciation schedule laid out to the month.

With the agents team : Otto spots expenses with no receipt or category, unpaid invoices the reminders haven't settled, supplier invoices paid twice and tax deadlines coming up. He prepares the call plan before a formal notice and the file for your accountant; payments and the balance sheet stay in your hands and your accountant's. On your word, he files the obvious expenses and reconciles the certain bank transactions — each undone in one click.

4th Marketing 16 features

Bringing people in: your events, your invitations, your email campaigns.

EventsTrade shows, open days, evenings: dates, venue, type and capacity in one place.
  • Dates, venue, type and capacity
  • A Guests tab and an Invitation tab for each event
  • You're notified seven days before
GuestsWho you invite, and where each one stands, from the invitation to their arrival.
  • One person per row, with no duplicate between contact and company
  • To invite, invited, confirmed, declined, attended
  • Who invited them, through which channel, how many people they're bringing, their note
  • What happened to their card by email, and whether they opened their personal link
  • Following up those with no reply is offered from the list, and goes out when you click
Their photo, and what to rememberRecognise every guest at once, and know what to say.
  • Their photo next to their name, in the list and at the door
  • “To remember”: your note to recognise them, read before they arrive, edited in one click
  • A guest from the open link becomes a contact in one click, their company a record
  • Practise the guests before the evening, by their photo or their note
  • During the evening, “Tonight”: one tap, the person's card in two seconds
Invitation cardA designed card, where each guest's first name fills itself in. Every sending starts from the guest list: by email, or by link, one after another, on WhatsApp or by text message.
  • Bold, italics, lists
  • First name, last name, company, event, date, venue and who's inviting, filled in for each guest
  • Your image in place of the title, or above it
  • Your logo or the event's
  • A single accent color: the event's or your brand's
Reply formYour guests reply with no account, through their personal link or a QR code.
  • A personal link for each guest, an open link with a QR code for the printed card and social networks
  • You switch the questions on: plus-ones, a note, phone, dietary needs, photo consent, company
  • Up to three questions of your own
  • A reply deadline, and what happens when it's full
An open linkFor people you don't know yet: a link to post, with its places and rules.
  • Name and email required; phone and company if you want
  • The place only counts after a click in the “Confirm my address” email
  • First come, first served, or you approve each person
  • When it’s full: a waiting list, or “full”
  • A freed-up place goes to the next person, with a time that shortens as the event gets closer
Send the cardThree ways: by email from ORILA, a copied link, or a printed card.
  • By email from ORILA
  • The copied link, which you send yourself
  • The printed card, with its QR code
  • A discreet line in the footer: “Invitation sent with ORILA”
Confirmation emailGuests who confirmed receive the time, the place, directions and their entry pass.
  • Directions, the menu, and the dietary needs the guest gave you
  • The number of confirmed guests, from five upwards
  • Their entry pass, and the calendar file attached
  • "I can no longer come" frees their place
  • Two days before, as soon as they reply, or on the day you choose
Who's comingYour guests see who is coming, only with each person's consent.
  • An unticked box, separate from "I'm coming"
  • The number for everyone, names from five confirmed guests
  • Anyone can withdraw in one click
On-the-night check-inYour hosts check arrivals in on their phone, with no account.
  • A link and a code per host or per door
  • Search by name, or the pass read by the camera
  • Two phones on the same pass: only one lets them in
  • Someone who isn't on the list is added in two fields
  • The network drops: arrivals wait on the phone, then go out
After a declineWhen a guest declines, getting back in touch is prepared for the right day.
  • The return date read from their message: "travelling until the 28th"
  • A task on the right day, message ready, when you click
  • Or "no follow-up", and "invite again"
After the eveningThe next day, a message ready for those who came and for those who had said yes. Those who did not reply get one too. Each email can offer your membership card, propose a quote or a catalogue item: one click from the guest prepares everything in their name.
  • Came, absent, declined: three groups, one gesture each
  • A prepared message you read over, with the link to your photos
  • Sent when you click, once per guest
Email campaignA message sent to a group, personalised for each recipient.
  • First name, last name, city… filled in for each one
  • Progressive sending
  • Opens and clicks come in when you click “Refresh”
ListsBundles of companies or people that update themselves or stay frozen.
  • Dynamic: the filters are replayed every time it opens
  • Frozen: the list doesn't change
  • A list sends nothing, it serves a campaign
Send emails in bulkThe connection that sends out your campaigns, up to your plan's cap.
  • In Settings › External modules
  • The daily cap follows your plan
Your websiteNot a screen in ORILA: a service we offer to have done for you.
  • No screen for building your website in ORILA
  • A separate service, “to have done for you”
What happens on its ownOrbi takes care of it, from day one.
  • When a campaign is sent“Stop Com” records and contacts with no email are left out.
  • Every message carries its personal unsubscribe link.
  • The daily cap is checked before sending, and what went out is counted afterwards.
  • The text is rendered recipient by recipient.
  • The campaign is marked “Sent” or “Failed” on its own.
  • An unsubscribe ticks “Stop Com” on every contact with that address.
  • A dynamic list is replayed when it opens.
  • An event in 7 daysAdministrators are notified, once.
  • Two days beforeAn event, the confirmation email goes to every guest who confirmed, with their pass.
  • When a guest declines, the person who invited them is notified.
  • The day beforeAn event, a note goes out to every guest who confirmed, adjustable event by event.
  • A guest's reply updates the list; a “no” after a “yes” frees up their seat.
  • A place on the open link frees up: it is offered to the next person on the waiting list, with a deadline; an address never confirmed is deleted after 48 h.
  • After the evening, the arrival time is erased: only "came" remains.

With the agents team : Livia spots dead addresses in your lists and upcoming events with no communication. She writes the text of a campaign, an announcement or the invitation card, a campaign's results in three lines, and the messages for the day after an evening; nothing goes out without you reading it over. On your word, she prepares the list of your dormant clients, and she removes dead addresses from your lists on her own — undone in one click. Ask any agent who is coming to your event: the software counts the replies — yes, no, no answer yet, plus-ones included — and gives you the names.

3rd Production 13 features

Getting the work done: your projects, your tasks, your appointments and your stock.

ProjectsYour jobs with their stages, their timeline, their tasks and their documents.
  • Stages, dates and timeline
  • Linked tasks and documents
  • Progress worked out from the tasks done
  • One due date per project
TasksAs a list, as cards or in columns, with priority, due date and what they're linked to.
  • Three views: list, cards, columns
  • Priority and due date
  • Linked to the record it concerns
Recurring tasksYou tick it off, and it comes back on its own on its next date.
  • One repeat rule per task
  • The series stops on its own on its end date
Hand to a colleagueYou hand over a task, your colleague is notified in their language.
  • Their badge is checked first
  • An alert lands in their bell
Workload calendarTo pick a date while seeing each day's workload.
  • Opens when you pick a date
  • Your appointments, including recurring ones, show up there
AppointmentsWith an invitation by email and a calendar file, then a reminder the day before.
  • Guests, who receive the invitation
  • An update goes out if the date or place changes
  • Recurring appointments, set a year ahead
StockWhat's running low and what you have left, item by item and location by location.
  • Off to start with, you switch it on when you need it
  • “What is running low” and “What you have left”
  • “The history” of every movement
  • Out of stock: warn or refuse, your choice
Receive goodsYou take in what arrives, and the quantities go into stock.
  • Receiving a supplier purchase order
  • Batches are created on receipt
StocktakeA dated, final count that realigns your counters.
  • Differences worked out against the counter
  • Corrections written on their own
  • A banner when the stocktake is overdue
Batches and serial numbersTrack every batch and every number, with its expiry date.
  • Expiry date tracked
  • Batches about to expire are flagged
  • Taken out batch by batch, soonest expiry first
Barcode and QR labelsPrint labels for your items, as barcodes or QR codes.
  • Barcode or QR, your choice
  • For the items you track in stock
Supplier purchase ordersOrder from your supplier, then take in what arrives.
  • “What to order” names supplier, reference, lead time and price
  • What's already on its way is deducted
  • Receiving brings the quantities into stock
Goods set asideAn accepted quote reserves the goods for your client.
  • Quote accepted: the goods are set aside
  • Quote declined or expired: they're released
What happens on its ownOrbi takes care of it, from day one.
  • Appointment with guestsInvitation with a calendar file, update if the date or place changes.
  • The day beforeAn appointment, a reminder to each guest.
  • Task due todayThe assignee is notified.
  • Overdue taskAn alert, once; overdue for more than a week, it stops ringing.
  • Planned follow-up on an action has passedIts author is notified.
  • Appointment today or tomorrowIts author is notified.
  • A recurring task that's ticked off is replanted on its next date.
  • A task ticked off on a client logs an action in their history.
  • Handing over a task checks the colleague's badge and notifies them in their language.
  • A project's progress is worked out from the tasks done.
  • An issued invoice draws down stock batch by batch; a credit note puts it back on the shelf.
  • Out of stockStock warns or refuses, depending on your setting.
  • Receiving brings the quantities into stock.
  • “What to order” deducts what's already on its way.
  • The screens flag what's below the threshold, an overdue stocktake and batches about to expire.

With the agents team : Milo spots projects with no activity for fifteen days, overdue stages, who's overloaded this week and what will run out before the next delivery. He prepares a new plan, a progress update for your client and a pre-filled supplier order, which you place in one click. If you allow it, he reminds whoever was given a task two days before it's due.

2nd Support 1 features

What your clients ask you for, gathered in one place.

Your clients' requests already live on their records (WhatsApp, actions, tasks, emails), and this floor will bring them together in one place.

My feedbackYour door to us: you leave feedback, we answer you in the thread.
  • In Technical services › My feedback
  • One thread per piece of feedback
  • You're notified when its status changes
What happens on its ownOrbi takes care of it, from day one.
  • The status of one of your requests changesBell and email.
  • A reply in a threadThe other participants are notified.
  • Feedback you leave alerts us on the spot.

With the agents team : Nour prepares your replies from the Front desk, and you're the one who answers.

1st Sales 8 features

Your CRM: your clients, your contacts, your sales in progress and your catalog.

PortfolioOne record per client, in the words of your trade: clients, members, patients.
  • Identity, company number, VAT, contact details
  • Qualification and tags
  • Clickable filters
  • The linked site when you have several: shop, branch…
Duplicates and mergingA duplicate flagged as you type, and two records merged into one.
  • Company number, VAT, email, phone and name compared
  • Certain, likely or to check
  • Two records merged into one
Stop ComA client who refuses to be approached, and that refusal is respected everywhere.
  • Newsletter and “to nurture” unticked
  • The refusal date set on the record
  • Left out of your campaigns
Spreadsheet exportYour portfolio exported to a spreadsheet, to work on wherever you like.
  • From Sales › Portfolio
  • To open in your usual spreadsheet
ContactsPeople, with job title, phone and email, linked to a company or not.
  • Job title, phone, email
  • Linked to a company, or on their own
  • Their photo wherever they appear
  • “To remember” and their events, on their card
DealsYour sales in progress, in columns you drag all the way to “Won”.
  • Amount, stage, planned next step, owner
  • “Won” or “Lost”, with the outcome and the reason
  • A lost deal always asks for its reason
CatalogYour products and services with their prices, picked up in your quotes.
  • In Finance › Sales › Catalog
  • Products and services, each with its price
From a recordA quote, a letter, an appointment or an action, without leaving your client.
  • A quote
  • A letter
  • An appointment with an invitation
  • An action
  • A WhatsApp conversation
What happens on its ownOrbi takes care of it, from day one.
  • A duplicate is looked for as you type: certain, likely or to check.
  • “Stop Com” tickedNewsletter and “to nurture” unticked, refusal date set.
  • A changed outcome recalculates the closing date and the reason; “lost” with no reason is refused.
  • A dragged deal writes its stageIts rank and its history.
  • A client sent to the trash takes their deals out of lists and forecasts; restored, they come back.
  • A short link opened by your client counts the opening.
  • Every night, if a sale's planned next step has passed, you're notified, once.
  • Every nightA sale with no next step, no task and no appointment for 14 days: you're notified, once.

With the agents team : Warren spots quotes that went quiet after the follow-ups, deals with no next step, clients dormant for six months, duplicates and incomplete records. He prepares a personal message, the next step for a deal, a draft quote at the prices you dictate, and getting back in touch with a guest who declined; prices and sending stay with you.

Ground Front desk 12 features

Everything that comes in every day: your day, your mail, your emails and your messages.

DashboardYour day: the calendar, and what's planned, overdue or undated.
  • The calendar by day, week or month
  • Three lists: planned, overdue, undated
On your deskWhat has just come into your business, in one place.
  • In Front desk › Front office
  • What has just arrived, before it's filed
Take a messageA call you note down becomes a task for today for the colleague concerned.
  • You note down the call
  • Your colleague finds it in their tasks for today
  • An alert lands in their bell
A document has arrivedPhotograph a letter or an invoice you received, and file it on the right record.
  • A photo is enough
  • The letter joins the chosen record
  • Removing it sends it to the trash
To fileThe emails no rule could attach are waiting for you here.
  • You choose the record
  • The attachments follow, the history is written in your name
  • No record is ever created on its own
WriteA letter written from one of your templates, ready to go.
  • Your templates, kept in “Your tools”
  • Also from a client's record
Sticky notesYour sticky notes, to keep an idea in front of you.
  • Quick notes, like sticky notes
  • Kept in the Front office
Your toolsYour templates, your inbox and your dedicated address.
  • Your letter templates
  • Your inbox
  • Your dedicated address
MailYour Gmail, Microsoft, OVH or IONOS mailbox, right inside ORILA.
  • Your mailboxes filed under labels and sub-labels, with your default mailbox first
  • One mailbox per person, with your provider's folders
  • Received and sent kept apart, attachments, forward, reply all
  • Your signature with your logo
  • From a message: create a record, a task or an appointment
  • Every email is filed on the right record by itself
  • With the agents team, Nour reads what comes in and tells you when a message needs something from you: an invoice to pay, a reply, a signature
  • An email in another language translates in one click, right where it is, and your reply goes out in theirs (paid plans)
Documents receivedThe cabinet: all the files you've dropped in, as thumbnails, sorted by tags.
  • Everyone only sees what their access opens
  • Annotate an image or a PDF
  • Sign by hand, add a stamp
  • Find a document by what it says: an amount, a number, a word, read on your device as soon as you drop it in
  • Share with one specific client: the link only opens with a code sent to their address
  • Find a document described in other words: “water leak” finds “water damage” (paid plans)
MessagingYour team's internal messaging: threads, direct messages, folders, pins.
  • Threads and direct messages
  • Folders and pins
  • Search your messages, accents or not: the result opens the conversation on that message, however old
  • Delete one message, several at once, or a whole conversation
  • Reply to a message, react with an emoji, forward
  • The agents are on every screen, next to the title: “Talk” opens their conversation in a small window, without leaving what you're doing; it's the same one as in Messages
NotificationsThe bell, which tells you what needs your attention.
  • The counter moves live, without reloading
  • A pop-up on your computer if you tick it
  • Set in Settings › Notifications
What happens on its ownOrbi takes care of it, from day one.
  • Your connected mailbox is fetched every night, and when you click “Fetch now”.
  • A machine email (auto-reply, bounce, no-reply address) is set aside.
  • A personal emailNeither its content nor its attachments are kept.
  • An email is filed on the record whose address matches.
  • An email that quotes a quote, invoice or credit note number is attached to the document.
  • A reply joins the thread of a message already filed.
  • Attachments are dropped into the record.
  • The record's history is written.
  • What matches nothing waits in “To file”: no record is ever created on its own.
  • An email that quotes a sent quote switches off its follow-up.
  • Every email sent in your company's name picks its own route: your mailbox, otherwise your provider, otherwise ours.

With the agents team : Nour spots emails unanswered for two days, mail not yet filed, an urgent or unhappy message, and prepares the file for tomorrow's meeting. She writes draft replies, suggests where to file a paper you've dropped in and three slots for a meeting; you read it over, and you're the one who sends it. A customer you don't have yet? She finds them in the official business register and creates their record when you say yes. Looking for a document? Say what it contains — an amount, a reference, a few words — and any agent finds it in the filing cabinet, among those you can open, with the link to open it. Your agents only remember what you confirm: say “yes” when they offer to remember a fact (“we’re on first-name terms with this client”), and review or remove the notebook in a word.

−1 Technical services 10 features

Your building's settings: your words, your team, your connections and your data.

CustomizationThe words of your trade, your colors, the order of the menu: the whole building follows.
  • “Accounts” becomes “members”, and the whole building follows
  • Your colors and the order of the menu
  • Labels, series, business profile
  • Your sites, when you have several
NotificationsWhat alerts you, one alert type at a time.
  • Each alert type can be switched on or off
  • A pop-up on your computer, if you tick it
SecretariatThe invitation, the day-before reminder, your templates, and your mailbox to connect.
  • The invitation sent to the guests of an appointment
  • The day-before reminder
  • Your templates
  • Connect your mailbox
External modulesYour connections: sending emails in bulk, Pennylane, bringing in your data.
  • Send emails in bulk, for your campaigns
  • Pennylane: your invoices and credit notes pushed as soon as they're issued
  • Issuing always goes ahead: a document to resend to Pennylane is flagged, and goes again
Bringing in my old dataDrop in your file just as it comes out of your old software, spreadsheet or CSV.
  • Companies, people, invoices with their original numbers
  • Your history too: your appointments, your past exchanges and your tasks.
  • The usual columns recognised on their own, by rules
  • A preview before anything is written
  • An import you can undo
  • No quotes or catalog for now
My accountantYou give your firm access, and it follows your books read-only.
  • They find it in their Practice workspace
  • Every administrator is notified when a firm requests access
InvoicingNumbering, mentions, VAT scheme, reminders and escalation: set once.
  • Pre-filled for France from the first time you open it
  • Reminder cadence and cap
  • The stages of an unpaid invoice's escalation
Back up my dataAll your data, downloaded to your own computer, in one click.
  • In one click, whenever you like
  • No scheduled backup: you're the one who starts it
API accessKeys that let software act in your place, under the same rules as a person.
  • Its creator's rights rechecked on every request
  • A revoked or expired key is refused
  • A cap and an expiry date per key
TrashWhat you've deleted, restorable for seven days, and at any time for accounting.
  • Nothing is destroyed in one go
  • Purged after 7 days
  • Accounting documents, expenses, fixed assets, loans and projects restorable at any time
What happens on its ownOrbi takes care of it, from day one.
  • Sign-upYour workspace created, 14-day trial, address verification and welcome email.
  • The line of business you choose furnishes your workspaceLabels, series, vocabulary, lists.
  • An invitation goes out with a link valid for 14 days.
  • Changed rights apply live.
  • An access key has its role rechecked every time.
  • TrialAn email 8 days before the end, then the day before.
  • Trial overSwitch to the free plan, nothing is deleted.
  • Yearly subscriptionYou're notified 30 and then 7 days before each renewal.
  • Monthly subscriptionCard charged again, invoice and receipt sent.
  • Card declinedRetried on day 3, 5 and 7, then suspension in writing.
  • Free plan limit reachedA clean refusal.

With the agents team : This is where, in the account menu, you put the agents team on duty.

Six AI agents, one per department of the business

A team of agents. One per floor.

Six agents each run a floor, for your whole business. Before answering you, they read the client's file, within the limits of what your access opens. They prepare, you decide. You can rename them and change their faces.

You talk to them like a colleague“Write an email to…”, “make a quote for…”, “sum up the thread with…”. They prepare, you decide: nothing goes out without your say-so.

The agents team: 24 € excl. VAT a month, or 240 € excl. VAT a year, for your whole business, on top of your plan. One shared allowance, topped up every month.

A business owner at a café terrace checks ORILA on her phone, the building with its colored floors behind her

ORILA on your phone, without going through an app store

Your office fits in your pocket.

ORILA sits on your phone's home screen, like an app, straight from the browser. Between two meetings, you find your day, your clients and your quotes, one-handed.

  1. Put the icon on your home screen.
  2. Get your alerts: an overdue invoice, a task for today.
  3. Photograph your receipt: it goes with your expense.
  4. Photograph the mail you received: it's filed on the right record.
  5. Point at an item's label: its record opens.

ORILA preconfigured for coaches, freelancers, agencies, firms and padel clubs

Pick your world, we handle the rest.

From the start, ORILA speaks your language. You configure nothing: it is all ready.

6languages, switch anytime
0configuration to do
$0to get started, no card
100%of your data hosted in Europe
Simple pricing

Pricing: 14-day trial, then the free plan or a paid plan

14 days to try everything. Free afterwards if you like.

When you create your account, you get every feature for 14 days — no credit card, no commitment. After that, you pick a plan or stay on the free tier: either way, you keep access to your data.

Charged monthly, cancel any time. Switch to yearly whenever you like: 2 months free.

Free

$0forever

To test with no risk

  • ✓1 user
  • ✓Client portfolio & contacts
  • ✓Tasks and calendar
  • ✓No credit card
What's included
  • 50 clients
  • 100 contacts
  • 25 MB of files
  • 50 emails per day
Get started

No time limit.

Most popular

Pro

$15/ month

For freelancers and solo professionals

  • ✓The full CRM + trade profiles
  • ✓Invoicing: quotes, invoices, credit notes
  • ✓Emailing & accounting export
  • ✓1 user
What's included
  • 2,000 clients
  • 5,000 contacts
  • 5 GB of files
Subscribe

Excluding tax. No commitment, cancel any time.

Team

2 people included
$60/ month

$30 / month per extra person

To work with several people

  • ✓Everything in Pro
  • ✓Multiple users
  • ✓Shared views & team tracking
What's included
  • 10,000 clients
  • 25,000 contacts
  • 20 GB of files
Subscribe

Excluding tax. No commitment, cancel any time.

Prices adapt to your country. Two options: monthly, with no commitment and cancellable any time; or yearly, paid in one go with 2 months free. Either way you can also stay on the free tier, and the demo stays open with no sign-up.

Frequently asked questions

Frequently asked questions about ORILA

Everything people ask us.

What is ORILA?+
ORILA is business management software for small businesses and freelancers: clients, quotes, invoices, accounting, stock, email and invitations, all linked together. It's laid out like a building, one floor per department of your business, and set up for your line of work from sign-up. You can open it as a demo, without signing up.
Is ORILA a CRM?+
Yes: ORILA's Sales floor is a full CRM, with client records in the words of your trade, contacts, deals in columns and duplicates spotted as you type. And everything around it follows: an accepted quote becomes an invoice in one click, the invoice takes items out of stock and the payment is matched against your bank statement.
Which lines of business is ORILA set up for?+
ORILA comes set up for freelancers and independents, agencies and consulting firms, coaching, accounting firms, sports clubs and padel clubs. For any other line of work, you start from a custom base and choose your own words: “clients” becomes “members” or “patients”, and the whole screen follows.
What is Orbi in ORILA?+
Orbi is ORILA's autopilot: it keeps every floor running from day one, included in the subscription. It files mail on the right record, follows up on late quotes and invoices, sends your guests the day-before reminder and counts down stock. Every automation can be adjusted, and switched on or off with a switch.
Why move from an Excel spreadsheet to ORILA?+
In ORILA, every client, exchange, quote, invoice and appointment is linked to the rest: what you enter once is used everywhere. Reminders, filing the mail and stock happen on their own, and each colleague sees exactly what their access opens. You can drop in your current spreadsheet as it is to get started.
Which business departments does ORILA bring together?+
ORILA brings together the Front desk, Sales, Production, Marketing, Finance, Management and Technical services, plus electronic signature on the Legal floor. People and Support are moving into the building next. Every floor can be visited in the demo, without signing up.
How much does ORILA cost?+
ORILA has a free plan, then two paid plans: Pro at 12 € excl. VAT a month or 120 € excl. VAT a year, and Team at 25 € excl. VAT a month per person from two people, or 250 € excl. VAT per person a year. Paying yearly gives you two months free. Every account starts with a 14-day trial with everything unlocked, no credit card needed.
Is there a free version of ORILA?+
Yes: ORILA's free plan has no time limit and needs no credit card. It includes one user, up to 50 clients and 100 contacts, with tasks and the calendar. When your business grows, you move up to Pro or Team and everything you've entered comes with you.
How does ORILA's 14-day free trial work?+
When you create your ORILA account, you get 14 days with every feature unlocked, no credit card needed. An email sums things up for you on day eight, then the day before it ends. After that, you choose your plan, or your account moves to the free plan with all your data.
Can I try ORILA without signing up?+
Yes: the ORILA demo opens online, with no sign-up and no credit card, on a business that's already filled in. Every floor is set up, and you can try anything freely: everything stays in the demo. It's the quickest way to see ORILA at work on your line of business.
How is ORILA's Team plan billed?+
The Team plan is billed per person, from two: for five people, it costs 125 € excl. VAT a month, or 1 250 € excl. VAT a year. Each person has their own access, set floor by floor, and you add a colleague whenever you need to.
Can I pay for ORILA monthly, with no commitment?+
Yes: monthly, ORILA is charged at each due date, with no commitment, and you cancel whenever you like. Yearly, you pay in one go and you're notified one month and then 7 days before renewal. Either way, your data stays yours.
How do I import my clients from Excel or my old software?+
You export your file from your old software, as a spreadsheet or a CSV, and drop it into ORILA as it is. The usual columns (name, email, phone, address, company number) find their place on their own, and the others are assigned in two clicks from a menu. A preview shows you the result before anything is saved.
What data can I bring into ORILA?+
ORILA brings in your companies, your contacts, your invoices and credit notes with the detail of their lines, as well as the history of your appointments, your exchanges and your tasks. All it takes is a spreadsheet or a CSV, the format any business software can produce.
Do I need to prepare my file before importing it into ORILA?+
No need: ORILA reads your file just as it comes out of your old software, even with columns out of order, extra columns or a title above the table. The format is recognised from its content and garbled accents are repaired. A row that needs checking is set aside and flagged, and everything else goes through.
Can I undo an import in ORILA?+
Yes: in ORILA, an import can be undone in one move. The companies, people and documents from that batch are removed, and only them; a company you've already attached something else to stays in place. And importing the same file again keeps a single record per client.
Are my original invoice numbers kept in ORILA?+
Yes: when you bring your invoices into ORILA, their original numbers are kept as they are. It's a legal requirement, and it's what lets your accountant find their way around. The invoices you issue afterwards get their final number when issued, in a continuous sequence.
Is my ORILA workspace ready as soon as I sign up?+
Yes: the line of business you choose at sign-up furnishes your ORILA workspace, with its words, its lists and its filters. You start right away, and then adjust the words, the colors and the order of the menu your way. All that's left is to drop in your file or create your first record.
How do I make a quote and turn it into an invoice in ORILA?+
You create the quote from the client's record, with lines from your catalog; it goes out by email with a link, and the client accepts it online, with a timestamped acceptance. The accepted quote becomes an invoice in one click, which gets its final number when issued. Its PDF carries the e-invoice in the European format.
Does ORILA automatically chase unpaid invoices?+
Yes: an invoice past its due date is marked overdue, then ORILA sends a polite reminder for the outstanding balance only seven days later, then every week, three times at most. Next come the formal notice and the suspension warning, and what happens after that is your choice, in one click. A reported dispute pauses everything, and the payment starts it all again.
Does ORILA follow up on quotes with no reply?+
Yes: a quote with no reply is followed up seven days later, then a second time, and the client is notified three days before it expires. As soon as the client replies quoting the quote number, the follow-up stops by itself. With the agents team, Warren also prepares a personal message for you to get back in touch.
Can I connect my mailbox to ORILA?+
Yes: each person connects their mailbox to ORILA (Gmail, Microsoft, OVH, IONOS and any IMAP mailbox). Every night, and when you click “Fetch now”, incoming emails are filed on the sender's record with their attachments, and the rest wait for you in “To file”. From a message, you can create a record, a task or an appointment.
How do I send event invitations and track the replies?+
In ORILA, your event has its guest list and its invitation card, with your logo and your color, and each guest's first name. Everyone replies on a page, with no account, and your list updates itself: who received their card, who opened their link, who's coming and how many. The day before, the guests who confirmed get a reminder.
Does ORILA manage stock?+
Yes: for those who sell items, ORILA's stock is switched on in Production. The invoice takes the goods out, the credit note puts them back on the shelf and an accepted quote sets them aside, with batches, serial numbers, expiry dates and barcode or QR labels. The screens flag what falls below the threshold, taking into account what's already on its way.
Can I get a document signed electronically with ORILA?+
Yes: ORILA gets your documents signed online, with the same value as a handwritten signature (article 1366 of the French Civil Code). Each signer receives their own link and a code when it's time to sign, one after the other or all at once. The proof file says who signed, when and on which version, with no provider to pay per document: it is that file which stands as proof in the event of a dispute. A so-called “qualified” signature, sold by an accredited provider, would add a legal presumption to it.
Does ORILA work on a phone?+
Yes: ORILA opens in your phone's browser just as on a computer, with the same floors and the same data. It sits on your home screen like an app, straight from the browser. When a colleague changes a record, your screen updates by itself.
Do I get ORILA alerts on my phone?+
Yes: what lands in ORILA's bell can also reach your phone, depending on your settings. An overdue invoice, a task for today, a sale whose next step has passed: you're notified wherever you are. You choose what notifies you in Settings › Notifications.
Can a client accept a quote on the spot, with their phone?+
Yes: once your quote is finalised in ORILA, you show its QR code to your client. They point their phone at it, read the quote on their screen and accept it on the spot, with a timestamped acceptance. The invoice is then one click away.
Can I photograph a receipt or a letter with ORILA?+
Yes: you photograph the receipt for an expense so it goes with it as proof. A letter or an invoice you received is photographed from “A document has arrived”, to file it on the right record. You can then annotate it, sign it by hand or add a stamp.
How do I take down a call for a colleague in ORILA?+
On ORILA's Front desk, “Take a message” notes down a call received for a colleague. The message becomes a task for today on their side, and they're notified in their bell. With the agents team, you can also dictate it to Nour: “take a message for Sarah: call Maison Lorenz back”.
Can several people work together on ORILA?+
Yes, with the Team plan: you invite your colleagues, and each one gets a badge that opens the floors they need. You also choose which records they see: all of them, those for their site, those for their team or their own. A right that's taken away applies immediately.
What is ORILA's agents team?+
ORILA's agents team is six artificial intelligence agents, one per floor: Nour at the front desk, Warren in sales, Milo in production, Livia in marketing, Otto in finance and Alba in management. They spot what's dragging on, prepare drafts and answer when you write to them, reading the file within the limits of your access. They prepare, you decide.
How much does ORILA's agents team cost?+
The agents team costs 24 € excl. VAT a month or 240 € excl. VAT a year, for the whole business, on top of your plan. All six share one allowance, topped up every month. Reading is free; preparing a draft draws on the allowance, more or less depending on the agent.
How do I talk to ORILA's agents?+
You write to them in ORILA's messaging, like you would to a colleague: “write an email to Maison Lorenz to say the quote goes out on Tuesday”, “make a quote for Maison Lorenz: three days of consulting at 600 €”. The agent saves the draft, attaches it to the right record and gives you the link to read it over. You're the one who sends it.
Can ORILA's agents act on their own?+
Yes, for the tasks you hand them, one by one, with a daily cap: Nour can, for example, acknowledge receipt to a client who already has a record and file a letter whose sender is certain. Every action is written to the journal and can be undone in one click when possible. Prices, discounts and sending quotes always stay in your hands.
Does ORILA use artificial intelligence?+
Yes, with the agents team: they're the ones who read your files, write and suggest. The basic automations, reminders, filing the mail and stock, follow fixed rules, for everyone and included in the subscription. What the agents prepare goes out with your approval, or on its own for the tasks you've handed them.
Can my accountant access my ORILA books?+
Yes: you give them access from Settings › My accountant, and they find your books in their Practice workspace, read-only. There they keep track of what they've checked, ask you for missing documents and suggest the year-end entries. You enter things as you go, they review instead of retyping.
I'm an accountant: how do I work with my clients on ORILA?+
Your clients open their books to you from their ORILA workspace, and you find all of them in your Practice workspace. There you look at their accounts, keep track of what you've checked and ask them for documents, with a year-end questionnaire. Their closings are sealed, and their yearly archive can be reread entirely on its own.
Does ORILA handle mandatory e-invoicing?+
Yes, with an accredited platform. Every invoice issued in ORILA carries the European e-invoice data in its PDF, checked before being produced. Connect your Pennylane account — it is an accredited platform — and ORILA sends it every invoice issued, automatically: it carries the sending and the receiving through the official channel of the reform, in force since 1 September 2026.
Does ORILA connect to my bank?+
Yes: you connect your Qonto account, fetched when you connect it and whenever you click, or you upload your bank statement (OFX or CSV) from any bank. ORILA sets aside transactions it already knows and suggests the obvious matches, when the amount equals an invoice's outstanding balance. Once confirmed, the payment is sealed and the invoice is marked paid.
Does ORILA prepare VAT?+
Yes: ORILA prepares your VAT position and what you've collected by rate, from your invoices and your expenses. You copy the amounts over to your tax account, or your accountant takes them as they are. The accounting screens follow French rules.
Does ORILA work with Pennylane?+
Yes: when you connect Pennylane to ORILA, every invoice issued is sent to it automatically. You keep ORILA for selling and following your clients, and your accounting firm works in Pennylane. You connect it in Technical services › Settings › External modules.
Where is ORILA's data hosted?+
ORILA's database is hosted in Europe, in Frankfurt. Each business has its own space, separate from everyone else's, and the public demo runs on a separate database. Your data stays yours, on every plan.
Can I get all my data back from ORILA?+
Yes: in Technical services › Settings, “Back up my data” gives you a copy of everything, in one click, and your client lists can be exported to a spreadsheet. It's possible on every plan: getting into ORILA is easy, and so is getting out.
Can I recover something deleted by mistake in ORILA?+
Yes: in ORILA, what you delete goes to the trash, where you have seven days to restore it. Accounting documents, expenses, fixed assets, loans and projects can be restored at any time. And an import can be undone in a single move.
Does ORILA keep track of who changed what?+
Yes: on every ORILA record, the history keeps one line per changed field, with who, when and through which door. Every payment is sealed in a tamper-proof ledger, and closings are sealed too. The agents write everything they do in their journal.
What happens to my data if I stop paying for ORILA?+
It stays yours: your ORILA account moves to the free plan, everything is kept, and you keep access to everything you entered. The day you close your account, you have thirty days to retrieve everything, then thirty more days during which your exports remain possible. On a monthly plan, a declined card is retried three times, and you're always notified in writing before any change. You can go back to a paid plan whenever you like, and find everything again.

Try the ORILA demo without signing up

Ready to hold your business in your hand?

Open the demo online, with no sign-up and no credit card. Every floor is already set up, filled in, and configured for a real line of business.