Modern ERP
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A linear-styled ERP that handles intake, hiring, contract management, finance, and project tracking in one place.
- Client
- Codisar
- Project type
- Dashboards and operational platforms
- Client rating
- 5.0 / 5
- Services
- Product design · Full-stack development · Workflow automation
What we did
Our own operating system, built to run the agency: intake, hiring, contracts, finance, and delivery tracking in one place.
The challenge
Agency operations span lead intake, client records, hiring, project delivery, contracts, proposals, and finance. Keeping those workflows in separate tools makes the same information harder to follow across the team.
The solution
We created one role-based operating system for the agency, connecting CRM records, leads and clients, positions and applications, talent, projects, contracts, proposals, transactions, accounts, and recurring work.
The result
Codisar can move work through one connected internal system, with shared operational context across sales, hiring, delivery, contracts, and finance.