Run client projects on Kanban boards, track income and cost per project, invoice clients, and give them their own portal — all in one place.
20-day free trial · No credit card required
Per-project
Real-time profit & loss
Kanban
Boards & milestones
Portal
Client self-service login
20 days
Free trial, no card needed
Everything Included
One platform covers your entire operation — no separate apps, no stitching tools together.
Create client projects, link income and expenses to each, and see real-time profit & loss per project.
Plan work on Kanban boards with columns, task cards, priorities, and staff assignments.
Track milestone-based deliverables and progress so every project stays on schedule.
Manage project clients — company, contacts, email, and phone — all in one place.
Give clients their own secure login to view their project dashboards, sales, and financials.
Create client invoices with support for installment-based billing and track what's outstanding.
Log and manage sales and income entries within each project as work is delivered.
Set project budgets, record expenses, and compare planned vs actual in real time.
Connect Google Sheets to projects for automatic, real-time sales data sync — no copy-paste.
Per-project breakdown of sales, costs, profit, ROI%, and plan vs actual across your whole team.
Owners, managers, and staff each get exactly the access they need — nothing more.
Run multiple offices or teams from one dashboard with branch-level projects and reports.
Workflow
A complete agency management software workflow — from start to finish in 5 simple steps.
Add a client project with its budget, team, and deliverables.
Break work into task cards on a Kanban board and set milestones.
Log sales entries and expenses against the project as work is delivered.
Raise client invoices — one-off or installment — and track what's outstanding.
Give the client a login to see their dashboards, sales, and financials live.
Why Businesses Choose Us
Costs in one spreadsheet, invoices in another, client updates over email — you never really know a project's margin until it's over. Vendixs ties income, cost, and delivery together in real time.
Real-time profit & loss on every project — know what actually makes money
Kanban boards and milestones keep delivery on track and visible
Clients get their own portal — fewer status emails, more trust
Installment-based client invoicing with outstanding tracking
Google Sheets sync pulls sales data in automatically
Plan vs actual and ROI% across the whole team in one report
FAQ
Yes. Link income and expenses to each project and see real-time P&L, so you know which clients are actually profitable.
Yes. A secure client portal lets clients log in to view their project dashboards, sales, and financials.
Yes. Raise client invoices as one-off or installment billing and track exactly what's outstanding.
Yes. Plan work on Kanban boards with task cards, priorities, milestones, and staff assignments.
Yes, you can start a free trial with no credit card required.
"We finally know which clients are actually profitable. The portal alone cut our status-update emails by half, and the per-project P&L changed how we price new work."
Zara N. — Founder, Pixel & Co. Agency