The ERP that professionalizes your services business
Manage projects, bill your clients and give them their own branded portal. All from a single place.
Built for people who sell services
If your job is delivering value to clients, codiax is for you.
Freelancers
Professionalize the way you bill, invoice and report progress to your clients.
Software factories
Coordinate teams, track profitability and give every client real visibility into their projects.
Agencies
Centralize clients, proposals, retainers and deliverables without losing context across a dozen tools.
Everything you need to run your business
Replace spreadsheets, scattered tools and manual work with a single system.
Project management
Create projects, organize tasks, assign owners and track progress with your team.
Sales pipeline
Capture opportunities, send proposals and turn them into projects without losing context.
Billing and payments
Issue invoices, log payments and keep the full financial history per client and project.
Recurring subscriptions
Model retainers and monthly services with recurring billing and automatic renewals.
Client and contact CRM
Centralize each client's profile, contacts and full history with you in one place.
Team and permissions
Invite collaborators with granular permissions by area: operations, sales, finance or read-only.
Give your clients their own branded portal
Every organization in codiax gets its own portal URL so your clients can see what they need, when they need it — without having to email you.
- Real-time status and progress of their projects
- Invoices, payments and active subscriptions
- Tutorials and material you share with them
- Under your brand, in your own space inside codiax
Start running your business like a mature company
Message us on WhatsApp and we'll set up your trial account in minutes. No credit card required.