Client management
A local CRM built for one person.
- Full client profiles with notes
- Every job, quote and invoice linked to the client
- Instant search across all records
Clients, jobs, tasks, hours, expenses and invoices — kept in one place instead of five. Orkely is a desktop app that works with no internet connection and stores everything on your own computer.
Four tools that have never spoken to each other, and the same information typed out more than once.
A spreadsheet for clients
A notes app for job details
Receipt photos in your camera roll
A separate invoicing subscription
Orkely replaces the lot with one app that keeps them connected — and stores every record on your own computer.
How it works
This is the loop Orkely was built around. Every step below feeds the next one, so nothing gets typed twice and nothing gets forgotten.
One record per customer: contact details, notes, and a running history of every job, quote and invoice they have ever had with you. When they call again you can see what you did last time without searching your phone.
The bathroom refit, the monthly retainer, the three-day shoot. Each project holds its own tasks, files, hours and costs — and if you quoted it with a proposal first, the accepted proposal becomes the project with its tasks already laid out.
Kanban boards and list views, priorities, deadlines, and time logs per task — so you know what a job actually took, not what you think it took. That is what makes the next quote accurate.
Log parts, materials and receipts against the project they belong to. Every job then carries its own real cost next to its own real hours, instead of both ending up in a shoebox.
Pick the tasks you are billing and they become invoice lines. Add the materials, remove anything you agreed not to charge for, then email the branded PDF from the app or save it and send it yourself — with the payment method you actually use printed on it.
Income and expenses land in one place as you go, so the month adds itself up. Reports go further — revenue over time, task activity, and billing broken down per client.
That is the whole loop. No re-typing the same details into a second tool, no exporting to a spreadsheet to work out what you earned, and no tool that quietly bills you every month.
No narration, no slides
Client, proposal, sent, accepted, converted to a project, invoiced — recorded from the real app in one take.
Each clip is under half a minute.
Under 20 seconds.
Under 20 seconds.
Under 25 seconds.
Under 25 seconds.
Under 15 seconds.
See all nine task-by-task clips — including logging a task, recording a payment, adding income and expenses, and reading the reports.
What is inside
Everything below runs locally on your machine, in both editions, except where marked.
A local CRM built for one person.
One project per job, start to finish.
Know what the work actually took.
Built from the work you already logged.
The month adds itself up as you go.
Receipts, photos and records kept together.
Quote the work before you start it.
Which customers actually make money.
Real screens from Orkely 1.0.3 — every module, cropped to the useful part.
The month and the yearly trend at a glance
Every customer in one local list
Every job, quote and invoice per customer
One project per job, all open at once
Tasks, files, hours and costs on one job
Kanban, priorities and time logs
Attachments per project and per task
Built from the tasks you finished
Branded PDF, generated locally
Income and expenses in one place
Bank fields, payment links and custom rows
Quote the work before you start it
Rich text with merge fields
Print, save or attach the same layout
Revenue and client billing breakdowns
What one customer is worth
Swipe to see more →
Still being built
Orkely is actively maintained and updates arrive through the Microsoft Store — you do not download anything by hand.
Invoice creation from tasks, icon rendering, client company and address on invoice PDFs, and a Task Revenue card on project pages. Release post.
Finance and income/expense entries can be edited and deleted, and the Store link behind the Pro upsell inside Orkely Free was fixed. Release post.
What it costs
No monthly fee on either edition, and nothing that stops working after a trial.
Everything you need to run day-to-day work.
Free forever
No account and no credit card required.
For quoting work and seeing where the money comes from.
$24.99 one-time
Already using Free? Move your data to Pro →
Buying software once
No account to create, no subscription to cancel, and no server holding your records hostage.
Everything lives in a local database on your own PC. Back it up and restore it whenever you like — there is no export request to file and no account that can be closed on you.
No account, no sign-up and no credit card for the free edition. Nothing is uploaded, and no third-party service sits between you and your own data.
Orkely Pro is $24.99 once. No annual renewal, no per-user pricing, and no feature that switches off when a subscription lapses.
Updates install the same way Orkely did, through the Microsoft Store. Uninstall it like any other Windows program and your local records stay where you put them.
Worth knowing before you install:
More answers on the full FAQ page.
It installs in under a minute from the Microsoft Store. No account, no cloud setup, no credit card — and $24.99 once if you ever want Pro.
Orkely Free
Windows · no account needed