What is CodifyPlus?
CodifyPlus helps agencies and creative studios run client work in one place. It brings together website intake forms, a Kanban-style lead CRM, interactive proposals, legal e-signatures, automatic client portal setup, deposit invoices, and deliverable approvals. Once a client signs, the platform can create the portal, add milestones, and set up billing without extra manual work. Clients get a branded dashboard where they can follow progress, leave feedback, and approve deliverables in one click. It is built to reduce messy handoffs, endless status updates, and scope creep, while keeping projects moving from inquiry to delivery.
Key features
- Embeddable intake forms capture and qualify inbound leads.
- Kanban CRM tracks deals from new to won.
- Interactive proposals combine scope, add-ons, terms, and e-sign.
- Signing a proposal auto-creates portals and deposit invoices.
- Clients approve deliverables in a branded dashboard.
- Audit logs keep signatures and approvals documented.
Category
Website
Links
Ansh Goyal
