Kodeorbit CRM is a comprehensive, high-velocity agency operations platform engineered for digital agencies, software consultancies, and fast-scaling service teams. Designed to eliminate fragmented subscriptions and messy spreadsheet workflows, Kodeorbit CRM unites full-funnel deal pipelines, commercial B2B invoicing, interactive client portals, external vendor hubs, and immutable audit logs inside a single, high-performance platform with zero per-seat licensing penalties.
Key Highlights & Features
- Drag-and-Drop Kanban Deal Pipeline: Visualize and manage multi-stage sales cycles effortlessly. Track deal stages from New Lead to Won with revenue forecasting, conversion tracking, and lead attribution across Upwork, Fiverr, LinkedIn, and inbound direct channels.
- Commercial Invoicing & PDF Generator: Generate pixel-perfect, branded B2B invoices in seconds. Features dynamic tax calculations, custom agency discounts, milestone tracking, and vector PDF exports complete with banking and wire payment instructions.
- Client Self-Service Portal: Elevate client communication with dedicated client workspace logins. Clients can monitor live sprint progress, review deliverables, submit feedback, and view their historical billing ledger.
- Vendor & Outsourcing Hub (VMS): Purpose-built for agencies managing external talent, contractors, and specialized partners. Assign Special Orders (SO), track third-party deliverables, and control external access via dedicated vendor logins.
- Immutable Security & Audit Trail: Maintain enterprise-grade visibility and accountability. Automatically log every critical business event—including budget modifications, invoice generation, deal reassignments, and record deletions—with exact user and time signatures.
- Integrated HRM, Shifts & Leaderboards: Consolidate human resource workflows with multi-shift scheduling (Morning, Day, Night, Rotating), attendance clocking, leave management, sales bonus milestones, and real-time team leaderboards.
Technical Architecture & Enterprise Privacy
- 100% Data Sovereignty: Deployed on dedicated infrastructure with private database clusters (MongoDB / VPS / Docker / Coolify / Dokploy). No third-party data crawling or vendor lock-in.
- Granular Role-Based Access Control (RBAC): 7+ tailored user perspectives (Super Admin, Sales Manager, Account Exec, PM, Developer, Client, Vendor) ensuring every team member sees exactly what they need.
- Extensible RESTful API: Engineered for rapid integration with webhooks, external payment gateways, CI/CD pipelines, and internal agency toolchains.
- Verified Active Live Demo: Test and explore the production environment directly at https://kodeviocrm.kodevio.org/.
