Skip to content
XCodefix Projects (PMS)

Project management built around client work

Plan each person's day, run Kanban or Scrum projects, track time and keep every client's month on schedule. A dedicated agency mode groups work by client, pod and work type.

Plan today for the whole team in one screen Client health, renewals and contract hours Standard and SEO agency modes
project templates ready to use
5
tabs on every project, from board to insights
12
in the Excel report book
12+ sheets
sync with the TeamTrack desktop app
Every minute
Why teams switch

Know what every person is doing today, and what every client gets this month

Generic task tools track tasks. Client businesses also need to know who is on which client today, whether the month is on track and when each contract renews.

Plans people acknowledge

Leads put work on several people's days at once. Each person taps "Got it", and unfinished items carry forward with their age.

One master for every client

Grades, pods, account managers, contracts, websites and an encrypted credential vault, with every reveal audited.

Months that start themselves

Retainer projects open the new month on the 1st with pages, off-page, GMB and report day already set.

Reports leaders read

Delivery, utilisation, workload, client health scores and renewals, exportable to CSV, PDF and Excel.

What is included

From the morning plan to the monthly client report

Everything a delivery team needs to plan, do, log and report work, in one place.

Plan and My plan

  • Put work on many people's days at once, for the next 5 working days
  • Mandatory items with a note
  • Acknowledge one by one or all at once
  • Mark Done, Not done today or Move
  • Unfinished items carry forward with their age

Tasks and boards

  • Lists grouped by phase with inline editing
  • Steps (subtasks) that roll up to the parent
  • Kanban with drag-and-drop and WIP limits
  • Scrum sprints with review notes
  • Saved views and CSV export

Time

  • One-click timer in the top bar
  • Manual entry in plain formats like "1h 30m"
  • Weekly timesheet and bulk approvals
  • Time from TeamTrack flows in automatically
More on time

Clients

  • Client directory with grades A–E, pods and account managers
  • Contracts, websites and monthly SEO figures
  • Encrypted credential vault, every reveal audited
  • Merge duplicates and record other spellings

Projects

  • Client Work and Other Approved Work tabs
  • Templates: Website Build + SEO, Monthly SEO Retainer, Kanban, Scrum, Simple
  • Insights: throughput, cumulative flow, lead time, burndown
  • Monthly retainer cycle that starts on the 1st

Reports

  • Delivery, people and utilisation, workload, time, project health
  • Client health score from 0 to 100 with reasons
  • Renewals and report calendar
  • Report book as PDF and Excel for owners

See the full feature list

How it works

Up and running in three steps

  1. 1Bring your clients in

    Import your client list and projects. We help move data from spreadsheets or Zoho Projects.

  2. 2Set pods and templates

    Group people into pods, link them to HRMS departments and pick a template for each kind of project.

  3. 3Plan the day

    Leads plan each morning, people acknowledge, and time flows back from the timer or the desktop app.

Book a free demo
Questions

Frequently asked questions

Something else on your mind? Ask us during a free demo.

Is this a Jira or Asana alternative?
For teams doing client work, yes. Projects covers Kanban, Scrum, tasks and time like those tools, and adds what client businesses need on top: daily plans, client master, retainers, renewals and client health. A Jira-style skin is available for teams who prefer that look.
What is agency mode?
A mode for SEO and digital agencies. Work is grouped by client and work type (content, design, on-page, off-page, GMB, report), pods replace teams, and each client's month starts automatically on the 1st.
Can clients see their projects?
Yes. The Client role gets its own home page with their projects and a request form, without seeing other clients or internal work.
How does time get logged?
Three ways: a one-click timer, manual entry like "1h 30m", or automatically from the TeamTrack desktop app for people who use it.
Can we move from spreadsheets or Zoho Projects?
Yes. We import clients, projects and history from spreadsheets and Zoho Projects as part of onboarding.
Free 30-minute demo

See your clients and team in Projects

Show us how you plan work today. We will set up a sample with your pods, clients and templates.

  • Set up around your company, not a generic tour
  • Help moving data from spreadsheets and other tools
  • Already a customer? Sign in to your apps

We will contact you to pick a time. No spam, ever.