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How Codermoon Streamlined Client Workflows and Delivered Faster with Taskip

How Codermoon Streamlined Client Workflows and Delivered Faster with Taskip

TL;DR

An award-winning 15-person web design & no-code agency serving 20+ countries doubled client capacity and saved 5+ hours weekly on admin.

2× client capacity5+ hours saved weekly15+ team · 20+ countries
Eyasin Sheikh Rony

Eyasin Sheikh Rony

CEO & Founder, CoderMoon

Eyasin leads CoderMoon, a certified Webflow Professional Partner and top-rated studio on Clutch, Behance, and Dribbble, building Webflow, Framer, WordPress, and Shopify sites with a 15+ person team.

We don't just build websites. We build the digital presence a brand needs to grow. But behind every beautiful site, there has to be an equally solid process, otherwise it all falls apart.

The Challenge

When Great Work Gets Buried in Chaos

  • Client briefs collected in Google Forms, copied into Notion by hand
  • Client feedback scattered across WhatsApp, email, and shared Figma comments
  • Revision rounds unclear with no single source of truth
  • Invoices sent late due to competing priorities
  • Urgent client messages lost in busy group chats
I was spending my mornings just figuring out where things stood. Who's waiting on a mockup? Did I send that invoice? Which client approved the homepage? It was all in my head, and my head was full.

During a high-value Webflow project, feedback arrived via WhatsApp voice note, an email thread, and Figma comments from three stakeholders, nearly causing a missed deadline.

That was the moment I realized we couldn't scale this way. We were one forgotten message away from losing a client we'd worked months to land.

The Search

Why Taskip

I looked at a lot of tools. Some were built for big teams with layers of process I don't need. Others were just glorified to-do lists. I needed something that actually understood how a creative agency works with clients, from first brief to final invoice.

CoderMoon needed client onboarding, structured briefs, project pipelines, invoicing, and a professional client-facing portal in one system.

The Solution

How CoderMoon Uses Taskip

1.Structured Client Onboarding

  • Built-in intake forms collect briefs directly within the platform
  • Business goals, design preferences, content, and technical requirements attach automatically to the project

2.Clear Project Pipeline Visibility

  • Every project follows defined stages: Discovery → Design → Development → Revisions → Launch
I open Taskip in the morning and I can see everything, who needs a revision, who's waiting for launch, who just came in. That used to take me 30 minutes of checking different apps. Now it takes 10 seconds.

3.Professional Client Portal

  • Clients log into a clean, branded portal for status, deliverables, feedback, and invoices
  • Replaced dozens of scattered WhatsApp messages per project
My clients used to message me 'where are we at?' two or three times a week. Now they just check the portal. One of them said it feels like working with a big agency, and that's exactly the perception we want.

4.Automated & Faster Invoicing

  • Invoices generated directly from projects with online payment options
  • Recurring retainer invoices for maintenance and SEO clients run automatically
Invoicing used to be something I'd put off because it felt like admin on top of admin. Now it takes two clicks and it's done.

The Results

Measurable Business Impact

Client Capacity

2× increase, from 4 to 8 concurrent projects

Weekly Time Saved

5+ hours (admin, follow-ups, invoicing)

Tools Consolidated

5 → 1 (Trello, Sheets, Forms, WhatsApp replaced)

Client Satisfaction

Clients describe the process as "big-agency professional"

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The Transformation

Before vs. After

Before Taskip

After Taskip

4 active projects max

8 concurrent projects (2× increase)

Feedback scattered across WhatsApp, email, Notion

Centralized branded client portal

Manual spreadsheets sent as PDFs

Automated invoicing, online payment in 2 clicks

30+ minutes checking multiple apps daily

10-second unified dashboard overview

Risk of missed deadlines and lost notes

Organized, reliable delivery

In Their Own Words

Final Word from Eyasin

Before Taskip, I was running a great creative agency with a messy backend. Now the process matches the quality of the work. Clients see it, and it makes every relationship stronger.
Taskip gave me back the time I was losing to admin every week, time I now put into building better websites for clients around the world. It's not just a tool. It's the backbone of how I run CoderMoon.

Common Questions

Frequently Asked Questions

How does a 15-person agency use Taskip?

CoderMoon runs client briefs, a defined pipeline (Discovery → Design → Development → Revisions → Launch), a branded client portal, and invoicing for clients across 20+ countries inside one Taskip workspace. The whole team shares the same project view, replacing the group-chat chaos that nearly cost them a major Webflow client.

What tools did CoderMoon replace with Taskip?

Five: Trello for timelines, Google Sheets for invoices, Google Forms for briefs, Gmail threads and WhatsApp for client communication. Consolidating them ended the copy-paste workflow between Notion and everything else, and gave every client one portal for status, feedback, and payments.

How much time did CoderMoon save with Taskip?

At least 5 hours per week on admin, follow-ups, and invoicing — while doubling client capacity from 4 to 8 concurrent projects. Daily project checks dropped from 30+ minutes across multiple apps to a 10-second dashboard overview.