CodifyPlus
A white-label client operating system for agencies to manage inquiry forms, proposals, portal auto-provisioning, and deliverable sign-offs.
Open productWhat it does
About CodifyPlus
CodifyPlus is a white-label client portal and operating system built for agencies, creative studios, consultants, and freelancers. The platform manages client interactions across the full project lifecycle. Inbound leads are captured via embedded website inquiry forms and organized inside a 5-stage Kanban CRM. Teams can generate interactive proposals combining project scope, add-on packages, legal terms, and e-signatures secured with SHA-256 audit logs. Upon signature, CodifyPlus automatically provisions client portals, populates project milestones, and records deposit invoices. Deliverable approvals for Figma prototypes, Loom videos, GitHub repos, and Drive files are managed in one click with audit trails.
- Availability:
- launched
- Access:
- freemium
- Format:
- software
- Platform:
- web
Pricing at launch: Includes a Free Forever plan with 3 team seats and 2 active projects. Paid plans are Starter ($10/mo), Pro ($49/mo), and Enterprise ($99/mo).
Core capabilities
Inquiry Capture & Kanban CRM
Capture client briefs automatically using customizable inquiry forms embedded on agency websites, then convert leads into proposals within a 5-stage Kanban sales pipeline.
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