Complete operations for a business that grows.
CRM, proposals, AI-powered WhatsApp, workflows, finance, and people management, all connected in one intelligent platform.
September 27, 2026
Good afternoon, Ana
Monthly goals
$36,800 / $48,000
38 / 50
Pipeline
View pipelineReplaces tools like
Everything you need to power
your entire operation.
Each module solves a real operational problem, and every part connects automatically.
Sales CRM
Kanban or table pipelines, custom stages, required fields, and targets for every sales rep.
Proposals and Contracts
Send branded proposals, collect online acceptance, generate contracts, and create charges when deals close.
AI-powered WhatsApp
Bring multiple numbers into one inbox. AI handles conversations and transfers them to your team at the right time.
Forms and Lead Capture
Add forms and chat to your website. Every response becomes a lead or task, including attachments.
Scheduling
Share a public booking link, send automatic confirmations, and generate meeting links instantly.
Workflows and Processes
Run approval boards with stage deadlines, required fields, and a portal for tracking every request.
Automations
When something happens, Orgfy moves work forward, assigns owners, creates tasks, and alerts people by email, Slack, or Teams.
Complete Finance
Income statements, payables and receivables, subscriptions, collection rules, and bank reconciliation.
Dashboards and Reports
Build your own dashboards and reports from funnel to NPS, with custom periods and Excel or PDF export.
AI Assistant
Ask questions and get answers from company data while respecting each role's access permissions.
Documents and Files
Create documents from templates, write with AI, present them, and organize files for the whole team.
People
DISC, Enneagram, role fit, and recruiting with your own careers page.
Internal Communication
Channels, direct messages, and a company feed. Keep your whole team in one place.
Integrations and API
A documented API, webhooks, Slack, Teams, and Google Calendar connect Orgfy to the tools you already use.
Security
Two-factor authentication, role permissions, audit logs, and isolated data for every company.
One platform.
Your operation, connected.
A BizOps platform built for Brazilian businesses and ready for global teams. Bring CRM, operations, customer service, finance, and management together with a short learning curve.
40%
more closed deals
6h
saved every week
1 day
to get started
90%
less rework
Real-time performance
KPIs, deals, and revenue update instantly, so every decision starts with live data.
Frictionless collaboration
CRM, messages, tasks, and AI keep the whole team aligned in one place.
Intelligent automation
Automate follow-ups, reminders, and reports so your team can focus on closing business.
Built in Brazil
Language, workflows, and a business model designed around the reality of growing companies.
A simple workflow.
A stronger operation.
Centralize
Set up in minutes. Your CRM, workflows, contacts, and files are ready from day one.
Organize
Define processes, assign owners, and connect departments without manual integrations.
Automate
Triggers, AI, and reminders handle routine work while you focus on strategy.
Grow
Real-time dashboards and KPIs show what works and where to accelerate.
Plans that grow
with your business.
No surprises or long contracts. Start now and scale when you need to.
Starter
For people getting started
1 user included · access to every module
≈ $19/user on average
- Up to 15 GB of file storage
- Every module (CRM, Finance, HR, Workflows, Files)
- AI-powered WhatsApp
- Unlimited automations
- Real-time dashboards
- API and integrations
- Support
Business
For growing teams
1 user included · + $10/additional user (up to 9)
≈ $20/user on average
- Up to 30 GB of file storage
- Every module (CRM, Finance, HR, Workflows, Files)
- AI-powered WhatsApp
- Unlimited automations
- Real-time dashboards
- API and integrations
- Support
Scale
For larger companies
10 users included · + $5/additional user
≈ $10/user on average
- Up to 60 GB of file storage
- Every module (CRM, Finance, HR, Workflows, Files)
- AI-powered WhatsApp
- Unlimited automations
- Real-time dashboards
- API and integrations
- Support
What customers say
Real business owners. Real results.
“It replaced four tools at once. The visual pipeline and WhatsApp AI are unlike anything I had used before.”
Lucas Ferreira
CEO, Digital Agency
“My team closed 40% more deals in the first month. Pipeline visibility completely changed our sales process.”
Camila Rocha
Sales Manager
“We set everything up in one day. The learning curve was short, and we saw results in the first week.”
Rafael Costa
Partner, Accounting Firm
“The dashboards give me visibility I never had before. Now I make decisions with real data instead of intuition.”
Patrícia Lima
Operations Director
“The connection between CRM and Workflows was the missing piece. Sales and delivery finally work together.”
Thiago Mendes
Founder, B2B SaaS
“Finally, a platform made for how Brazilian businesses actually work, without fields and processes that never fit our day.”
Ana Beatriz
COO, E-commerce
Frequently asked questions
Everything you need to know before getting started.
Any business with a team or repeatable processes that wants to replace scattered spreadsheets and tools, from solo operators to growing midsize companies.
No. Orgfy works just as well for one person, and the plans scale as your company grows.
Orgfy is designed for fast setup. Most teams begin operating on the day they sign up, without consulting or formal training.
Starter is $19/month. Business is $29/month plus $10 per additional user. Scale starts at $99/month plus $5 per additional user. Simple and transparent.
Yes. Orgfy offers a documented API and webhooks, Slack and Microsoft Teams notifications, Google Calendar integration, and a connector for Claude.
Yes. Each month, they can receive the previous month's close by email with a read-only dashboard link and an Excel file. No login is required.
Company data is isolated, each person only sees what their role allows, important actions are recorded in audit logs, and login can require two-factor authentication.
Yes. From language to workflows and the business model, every detail was designed around how Brazilian small and midsize companies operate.