Every client touchpoint. One platform.
Orbenna is the CRM, contracts, invoicing, scheduling, and client portal for service businesses — built as one connected system, instead of five subscriptions stitched together with Zapier.
We're building Orbenna to run Level Up Enterprises' own client work first — then opening it up, white-labeled, to other service businesses.
A first look at Orbenna
Early previews from the build. Sample data only, not live client data.
Your business is fragmented.
- • A CRM for leads that doesn't talk to your contracts
- • A separate e-signature tool with its own client-facing app
- • Invoicing software that can't see project status
- • A calendar link, a shared drive, and an inbox that barely ties it all together
- • Your client, meanwhile, gets five different, and confusing, logins for one project
Every one of those tools is solving its own small problem. All held together with scotch tape and popsicle sticks. You want to look professional and organized, these tools convey the opposite.
Orbenna replaces this haphazard system and brings it all cleanly into one environment - One Pipeline, set of contracts, invoices, calendar, and an actually useful Client Portal for it all.
Everything a service business runs on, in one place.
Ten modules, all working in unison to provide your client with a seamless, professional experience.
CRM & pipeline
Capture leads from an embeddable form and move them through a visual, drag-and-drop pipeline.
Projects & workflows
Reusable workflow templates per service type, so every project follows a proven process.
Forms & questionnaires
Branching intake forms, estimates, and surveys that file themselves onto the right client record.
Invoicing & payments
Leading payment system powered invoices - Stripe, Square, Interac e-Transfer, with payment plans and retainers - with no payment processing markup from us.
Scheduling
Two-way calendar sync and a public booking page, so clients book themselves.
Galleries & delivery
CDN-backed galleries with client favoriting, commenting, and an optional print store.
Automation engine
A visual trigger → condition → action builder, with ready-made onboarding templates.
Contracts & e-signature
SignDock built right in - multi signature workflows, real hand written signatures, no-login links, and real audit trail with secure finished files every time.
Client portal
A branded workspace per client with a live activity feed and two-way tasks, so clients sign, pay, and upload in one place.
White-label & API
Resell Orbenna to other service businesses under your own brand, with a public API for custom integrations.
SignDock: e-signature that isn't bolted on.
SignDock is Orbenna's own signing engine — not a third-party tool wedged into the sidebar. Upload a document, place fields, set a signing order, and send. Every open, view, and signature writes to an immutable audit trail, and a certificate of completion is stamped onto the final PDF automatically.
The portal your clients actually open.
Most client portals are a passive status viewer bolted onto a project record. Orbenna's is a real workspace — one branded home base per client, with a live activity feed and tasks they can actually complete, not just view.
Rollout timeline
Closed beta
February 2027Early access for a first group of businesses, with their feedback shaping what comes next.
Open beta
Access opens up to more businesses as the product matures.
Launch
Orbenna becomes generally available.
White labeling
Resell Orbenna to other service businesses under your own brand.
Be first through the door
We're building Orbenna right, so it's the tool you really want to use every day. Early access will open in the first quarter of 2027. If you want on the list, sign up below.
Get on the early access list →No spam — just a note when early access opens.