agency software · mexico

From lead to CFDI,
in one place.

Geek OS replaces your stack of ClickUp, Contpaq, Notion, Drive and an outside accountant with one system built for Mexican creative agencies.

in production · run day to day by a real agency
Lead in the pipelinecrm · live
Lead in the pipelineLead in the pipeline
Proposal sentProposal sent
Project and tasksProject and tasks
Hours loggedHours logged
Stamped invoice · CFDI 4.0Stamped invoice · CFDI 4.0
the lead lands in the pipeline
nothing re-keyed
replaces the usual agency stack
ClickUp·Contpaq·Aspel·Notion·Facturama·Google Drive·Mifiel— and the accountant's spreadsheets
The problem

Five tools that don't talk to each other — and you're paying for all of them.

Every month your agency spends ~$21,000 MXN on licences that demand double entry, hide your margins and force your team to copy data from one app to the next.

before
$21,000 MXN / month
ClickUp$11,000
Contpaq + accountant$8,500
Mifiel$1,500
Notion + Word + Drive
Margin spreadsheets
now
from $8,900
mxn / month
One single system.
Modules included

Everything an agency uses. Already wired together.

A lead becomes a proposal. The won proposal becomes a project. The project generates timesheets. The timesheet gets billed as a CFDI. No exporting, no copying, no re-keying.

Tax · cfdi 4.0 invoicing
real view
Geek OS · CFDI 4.0 invoicingGeek OS · CFDI 4.0 invoicing
The differentiator

Native CFDI 4.0 invoicing.

Productive.io doesn't have it. Neither does Scoro, neither does ClickUp. It is the reason no Mexican agency ever commits to those platforms.

You stamp the invoice from the project you already live in all day. No exporting. No opening Contpaq. No paying the accountant per document.

invoice editor
before stamping
invoice editorinvoice editor
invoices and payments
stamped
invoices and paymentsinvoices and payments
01

Stamping through an authorised PAC

Adapter for DigiFact / Sicofi, with a mock fallback for testing.

02

REP · payment receipt

Payment complement for PPD invoices, with multiple related documents.

03

Cancellation verified with the SAT

Polls the SAT web service until the status is terminal.

04

Automatic series and folios

Series catalogue by year; folios are reserved only at stamping time.

05

Public payment portal

A tokenised link for the client — no account to create.

06

PDF with a canonical SAT QR

Print representation ready to send to the client or the accountant.

How it works

From signed deal to first CFDI in under a week.

01

Demo with your data

A call with the founder. Bring 2 recent proposals and 1 recent invoice; I show you what they look like inside Geek OS.

30 min
02

Assisted setup

We load your RFC, tax regime, CSD, client catalogue and templates. You bring the data; we do the work.

2 days
03

Real pilot

You run current projects in Geek OS. Weekly feedback with you and your team. We adjust live.

30 days
04

Active client

Weekly updates, daily backup, support over Slack. No three-month implementation project.

Ongoing
the four handoffs nobody re-keys
Lead → proposal
the scope carries over
Proposal → contract
templates and Mifiel signature
Contract → project
tasks, milestones and dates
Timesheet → CFDI
hours get billed stamped
Every handoff lands in the audit log: who, when, and from which module.
Cases

Where it already runs — and who we're opening it to.

Geek OS has been in production at our own agency for 18 months. These are the profiles we are opening the first outside pilots with.

client zero · in production
geek vibes agency · mexico city
“We are the agency that uses Geek OS every day. If something breaks, it breaks for us first — which is why, by the time it reaches another client, it has already been tested.”

Geek Vibes runs its whole cycle inside Geek OS: leads that arrive through LinkedIn turn into proposals, won proposals open projects with timesheets, and those timesheets get billed as stamped CFDIs — without ever leaving the system.

gerardo greaves — founder · geek vibes agency · mexico city
system in operation
18
months in production
8/8
modules live
60+
migrations · living system
4
tools retired
ProposalsProposals
what got retired
ClickUp Business (30 seats)
Contpaq + the accountant's per-CFDI fee
Proposal templates in Notion
Contracts in Word + Google Drive
what one place now handles
Lead to proposal with no re-keying
Won proposal → project, automatically
Timesheets feed the invoicing
CFDI stamped from the project
onboarding · pilot

Branding and design agency

Size
20–30 people · Mexico City
Replaces
ClickUp + Contpaq + proposals in Keynote
Focus
Bringing visual proposals together with the monthly invoicing flow.
Tier
Agency · 30-day pilot
onboarding · pilot

Digital studio · dev + content

Size
30–50 people · Guadalajara
Replaces
Monday + Notion + an outside accountant for CFDIs
Focus
Per-project margins in real time, not at month end.
Tier
Studio+ · 60-day pilot

The pilot profiles describe the first archetypes we are opening with. As each one closes we publish the full case with its numbers.

Pricing

Priced on what you save. Not on seats.

Every plan includes all 8 modules. What changes is how many people and how many CFDIs per month.

Studio

Up to 10 users

$8,900mxn / month · before vat
One-time setup · $9,000
  • All 8 modules
  • Up to 40 CFDIs/month
  • Client portal included
  • Email support · 48 h
See a demo
most popular

Agency

Up to 30 users

$18,900mxn / month · before vat
One-time setup · $18,000
  • Everything in Studio
  • Up to 120 CFDIs/month
  • White-label client portal
  • Granular roles and permissions
  • Priority support · 24 h
Book a pilot

Studio+

Up to 60 users

$34,900mxn / month · before vat
One-time setup · $18,000
  • Everything in Agency
  • Unlimited stamping (fair use)
  • 99.5% SLA + daily backup
  • On-site onboarding and training
  • Dedicated Slack channel
Talk to sales
annual commitment −20% · biennial −30% · overage $12 mxn per extra cfdi
Frequently asked

What every agency owner asks before signing.

During assisted setup we migrate your client catalogue, active projects and contract templates from CSV, Notion exports, or straight from your accountant. History (closed projects) stays as a searchable archive, but we do not re-key it — it is not worth it.

30 minutes, not 3 months

Bring your data. We'll show you what it looks like in Geek OS.

A personal demo with the founder. No card, no misleading free trial, no commitment.

Book a demoOr see pricing
Book

Pick a time that works for you.

Thirty minutes with the founder. Bring 2 recent proposals and 1 recent invoice and I will show you what they look like inside Geek OS.

demo with the founder
30 min · no commitment