You Automate Everything for Clients — Except Your Own Agency
Most automation agencies run their internal operations on the exact mess they get hired to fix.
Scattered client status
Project updates live in Slack threads, DMs, and spreadsheets — nowhere your team can see the full picture.
Billing disconnected from work
You invoice from memory at month-end, hoping nothing falls through the cracks.
No capacity visibility
You commit to deadlines you can't hit because you can't see who on your team has room.
No profitability tracking
You know the work got done, but not which clients actually pay for the time they take.
Everything Your Agency Needs — in One Platform
Client Workflow Management
See every client's automation project in one view — what's built, what's in progress, and what's blocked.
Implementation Progress Tracking
Track each SaaS rollout milestone by milestone, so clients always know where their project stands.
Client Portal Access
Give clients their own login to check progress and see deliverables — without another status-update meeting.
Team Capacity Planning
See who has room for the next project before you commit to a deadline you can't hit.
Integrated Invoicing
Bill directly off completed project work, so invoicing stops being a separate task you do from memory.
Profitability Per Client
Track estimated value vs. logged cost, hours vs. revenue — so you know which work actually pays.
From Client Kickoff to Paid Invoice — One System
Three steps that replace the five-tool chain most agencies run today.
Onboard the client
Set up their workspace and project scope in minutes with pre-built templates.
Track the build
Log automation milestones as your team completes them; clients see progress in real time.
Get paid
Invoice straight from completed work — no re-entering data into a separate tool.
Trusted by Automation Agencies
What Agencies Say About OrbitAI Solutions
Replace these placeholders with real client quotes — share the submission link with your clients.
"OrbitAI Solutions replaced three separate tools for our agency. We now track every client project, invoice off completed work, and give clients real-time portal access — all from one dashboard."
Client Name
Founder, Agency Name
"The workflow templates alone saved us 10+ hours per project. We load a template, customize the stages, and our team knows exactly what to build. Client satisfaction scores went up because they can see progress in real time."
Client Name
Operations Lead, Agency Name
"We finally know which clients are actually profitable. The profitability dashboard shows estimated value vs. logged cost per project — something our old project tool never could. That alone paid for the platform."
Client Name
CEO, Agency Name
Start Free, Scale as You Grow
Pick the tier that matches your agency size. Upgrade, downgrade, or cancel anytime.
Free
Solo / trial
Try the full platform with one client before upgrading.
- 1 active client project
- Basic workflow builder (1 workflow)
- Client portal access (1 client)
- Basic invoicing
- Community support
- 1 GB data storage
Starter
1–10 employees
Solopreneurs & micro-businesses just getting started with automation.
- Up to 5 automated workflows
- Basic AI chatbot (1 bot)
- Email automation
- Standard integrations (5 apps)
- Community support
- Basic analytics dashboard
Growth
11–50 employees
Growing SMBs needing cross-department automation and deeper integrations.
- Up to 25 automated workflows
- Advanced AI chatbots (3 bots)
- Document processing & OCR
- CRM & ERP integrations (15 apps)
- Priority email & chat support
- Advanced analytics & reporting
Business
51–200 employees
Mid-market companies requiring robust automation across multiple departments.
- Unlimited automated workflows
- Enterprise AI agents (10 agents)
- Full document intelligence suite
- All integrations + custom APIs
- Dedicated account manager
Scale
201–500 employees
Scaling companies with heavy automation workloads that exceed Business-tier credit allowances.
- Everything in Business, plus:
- Up to 15 enterprise AI agents
- 10,000 integration credits/month
- Advanced document intelligence & OCR
- Custom API integrations (unlimited apps)
Enterprise
White-label, on-premise, compliance, and 24/7 dedicated support.