What is Orgaflow used for?

Orgaflow is a quote-to-cash platform for freelancers and small teams covering estimates, invoices, payments, customers and automated follow-up tasks. It is a good fit for freelancers sending quotes clients approve online, starting delivery tasks as soon as a client pays and tracking overdue invoices per client.

Yes. Orgaflow has a free plan, and paid plans start at $24.99 per month. A free trial is also available.

Is Orgaflow open source?

No. Orgaflow is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include InvoicePlane, Akaunting and Invoice Ninja.

What are some alternatives to Orgaflow?

Orgaflow competes with FreshBooks, Bonsai and Wave.

Orgaflow: features, pricing and alternatives

About Orgaflow

Orgaflow keeps the whole cycle from estimate to payment to delivery in one tool, aimed at small teams that currently quote in one app, invoice in another and track the work on notes. You compose an estimate from line items and share a secure link, and the client approves it in one click without creating an account. An approved estimate converts to an invoice instantly, with a branded PDF export that carries your logo and colors.

A customer CRM keeps each client's history, activity and linked estimates and invoices in one workspace. The automation feature creates and assigns a task when a trigger such as invoice paid or estimate approved fires, with a title, assignee and due date, and tasks appear on a Kanban board whose stages can be customized.

Reports cover outstanding balances, quote-to-win conversion and what is collected, outstanding and overdue by invoice, client and period. Payments can be logged manually, or clients can pay online through Stripe Connect on the Scale plan. You can start free without a credit card.

Key features

Estimates with line items and one-click approval
Convert approved estimates into invoices
Branded PDF export
Customer records with linked documents
Automations on invoice paid or estimate approved
Kanban task board with custom stages
Online payments via Stripe Connect
Collected, outstanding and overdue reporting

Good fit for

Freelancers sending quotes clients approve online
Starting delivery tasks as soon as a client pays
Tracking overdue invoices per client

Tags: invoicing; estimates; quotes; crm; task-automation; small-business; stripe; kanban

Orgaflow: questions and answers

What is Orgaflow used for?: Orgaflow is a quote-to-cash platform for freelancers and small teams covering estimates, invoices, payments, customers and automated follow-up tasks. It is a good fit for freelancers sending quotes clients approve online, starting delivery tasks as soon as a client pays and tracking overdue invoices per client.
Is Orgaflow free?: Yes. Orgaflow has a free plan, and paid plans start at $24.99 per month. A free trial is also available.
Is Orgaflow open source?: No. Orgaflow is proprietary (closed-source) software and can't be self-hosted. In the Finance & Accounting category, open-source options include InvoicePlane, Akaunting and Invoice Ninja.
What are some alternatives to Orgaflow?: Orgaflow competes with FreshBooks, Bonsai and Wave.