Kordevi Agency OS

About the product

Kordevi builds websites, online shops and marketing for clients in the UK and Bulgaria with a small team. That means a long tail of renewals, reviews and "can you send me that file again?" messages. The tools we used were generic and only in English, and clients emailed us for documents and updates. So we built the system we wished existed. Version 1.0 is done and we are rolling it out to the team and to clients.

The challenge

An agency's work ends up scattered: project boards here, files there, invoices, contracts, ad accounts and inboxes everywhere else. Nothing shows the whole picture — what is overdue, what is waiting on a client, which renewal is due next week. And every time a client asks for a file or a report, it costs another round of email.

Bulgarian clients want Bulgarian, UK clients want English, and the same person may switch. Three very different groups use the same system: the founders, who see everything; team members, who see only their own clients; and clients, who see only themselves. It all had to stay simple enough for a small team to run without a dedicated IT person.

The solution

One app, one login per person. The home screen shows what needs attention today: overdue work, things waiting on a client, reviews coming up and recent activity — and each person chooses which boxes they see. From there you reach clients, projects (as a list or a board of cards), tasks with comments, repeating tasks and templates, time tracking, a sales pipeline that turns a lead into a client with one click, and contracts produced as branded PDFs from a template.

Each client gets their own portal, in their own language. There they find their files, contracts and notifications, and they can ask for something in plain words instead of writing an email. Files are stored safely in the cloud with a storage allowance per client, and clients who need it can have their own separate storage. Ad results from Meta and Google are collected every night, so the team sees trends per client and across all clients without logging into the ad platforms.

Who sees what comes down to three simple questions: what can this person see, what can they manage, and how much detail do they want on screen — with individual exceptions where needed. Reminders for reviews, overdue work and unanswered requests go out on their own. When a new brief comes in, AI suggests a list of tasks, and a person checks it before anything is saved. The whole app works in English and Bulgarian, and new users get a short guided tour on first login.

Key features

• ✓ Home screen with overdue work, waiting-on-client items, upcoming reviews and activity — personal to each user
• ✓ Clients, projects (list and board), tasks, comments, repeating tasks and templates
• ✓ Contracts as branded PDFs from templates; invoice and contract uploads
• ✓ Client portal with files, plain-language requests and notifications
• ✓ Meta and Google ad reports collected nightly, with trends per client
• ✓ AI suggests tasks from a brief — a person checks before saving
• ✓ Time tracking by week and by client; sales pipeline that converts leads into clients
• ✓ Founders, team and clients each see only what is theirs
• ✓ Safe cloud file storage with an allowance per client
• ✓ Automatic reminders; English and Bulgarian

Tech stack

Screens

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