Stop paying $150/user per month for bloated software. KodeOrbit CRM brings Drag-and-Drop Kanban Pipelines, 1-Click PDF Invoicing, Client Self-Service Portals, and Outsourcing Hubs into one blazing-fast workspace.
Admin (Farvez) changed project budget for BioHealth Analytics from $15,000 to $19,500.
2 minutes ago • IP: 72.62.248.97
Finance Team generated commercial invoice INV-2026-0044.
14 minutes ago • Module: Invoices
Sales Executive moved client Vanguard Retail to Closed Won 🎉.
1 hour ago • Module: Clients
SERVER UPTIME SLA
PIPELINE VALUE TRACKED
GRANULAR RBAC SECURITY
PER-USER MONTHLY SURCHARGES
Most CRMs were designed 15 years ago for enterprise call centers. They do not know how software agencies actually deliver work.
HubSpot + Trello + QuickBooks + WhatsApp
$80-$150 / user every month: Costs skyrocket as your team grows, penalizing you for hiring developers and managers.
Sales disconnected from Projects: Sales closes a deal, but PMs have no idea what was quoted or agreed in negotiations.
No dedicated Client Portal: Clients constantly ping your team on WhatsApp and Slack asking for updates and files.
Third-party plugins for everything: Need PDF invoices? Pay for an add-on. Need vendor outsourcing? Buy another tool.
Zero security transparency: Anyone can alter a client record or change numbers with no audit trail.
One system from initial lead to final invoice
No Per-Seat Penalty: Host it on your own server. Add 5 or 500 team members without paying a dime more.
Lead to Project Handover: 1-click transition from Quotation → Won → Production Project & Team Allocation.
Self-Service Client Portal: Clients log into their own branded dashboard to check deliverables, files, and pay invoices.
Native Invoicing & PDF Engine: Tax, discounts, line items, and professional PDF downloads built right into the CRM.
Bank-Grade Audit Trail: Every budget modification, deletion, and role change is logged with IP address and timestamp.
Crafted with extreme attention to detail for sales executives, project managers, finance directors, and clients.
Visualize your entire deal flow in seconds. Drag leads from New Lead → In Discussion → Meeting → Proposal Sent → Won with total deal values and source channels.
Real-time statusSource breakdownConversion metrics
Create professional B2B invoices in 2 clicks. Add line items, apply VAT/tax rates, calculate custom discounts, and print or download vector-crisp PDF invoices with payment bank details.
Auto invoice numberingPartial paymentsPDF export
Deliver a five-star white-glove experience. Clients log into their own portal to review sprint progress, milestone deliveries, download historical invoices, and review contract deliverables.
Client credentials modalZero WhatsApp chaosInvoice archive
Specialized modules for agencies that work with external vendors, contractors, and writers. Track Special Orders (SO), NTC queries, and workflow drafts with dedicated Vendor Portal logins.
Special Order plansContractor portalDelivery QA
Never wonder what happened to a client or project again. The immutable audit engine logs who altered project budgets, updated records, changed client status, or issued refunds with exact timestamps.
Action timelineIP trackingCompliance ready
Complete human capital operations inside your CRM. Shift management (Morning, Day, Night, Rotating), attendance clocking, leave management, sales bonus schemes, and executive leaderboards.
Shift trackingMonthly leaderboardsLeave balance
See why modern agency owners are replacing expensive legacy CRMs with KodeOrbit.
Everyone sees exactly what they need to maximize daily productivity without distractions.
Kanban deal pipeline, client contact cards, meeting scheduler, and quick deal conversion metrics.
Active project milestones, team allocation, deadline tracking, and client delivery reports.
Commercial invoices, partial payments, Bank/Cash/Payoneer book ledgers, and revenue reports.
Self-service dashboard to review milestone progress, download PDF receipts, and access deliverables.
Dedicated portal to receive orders, update completion statuses, and upload work files.
Staff attendance, shift schedules, leave requests, sales leaderboards, and performance tracking.
Clear answers to common questions about KodeOrbit CRM.
Traditional CRMs charge hefty fees per user every month ($80 - $150/user) and focus strictly on simple sales contact forms. KodeOrbit CRM is tailored specifically for agencies and software delivery teams: it includes built-in Kanban pipelines, 1-click PDF invoices, a dedicated Client Self-Service Portal, and an Outsourcing Vendor Hub without per-seat penalty fees.
Yes! Under any Client Details page, you can click "Portal Access" to generate a secure client login. Your client can then log into /client-portal/login to check live project milestones, access files, and download their PDF invoices anytime.
The Invoicing Engine lets you generate professional commercial invoices linked directly to clients and projects. You can specify custom line items, tax/VAT rates, and discounts. The system tracks paid vs due amounts and generates vector-sharp PDF invoices ready for download or email.
You have 100% data ownership. KodeOrbit CRM runs on your own VPS container (via Docker, Dokploy, or Coolify) connected to your private database. Your proprietary client leads and financial records are never shared or sold to third parties.
Yes! Every screen — including the Kanban board, client portal, invoices, and employee attendance clock — is fully optimized for smartphones, tablets, and desktop displays.
Experience frictionless deal closing, automated billing, and happy clients in one state-of-the-art platform.
The modern, unified agency management system built for velocity, commercial clarity, and operational excellence.
● Production System Online • v2.0.4
© 2026 KodeOrbit. All rights reserved. Built with precision for modern tech agencies.