Binx Portal

Binx Portal is a SaaS product for creative design and web development agencies: find and qualify leads, onboard clients, manage projects, and invoice — all in one place.

Live at binxportal.com · staff app at app.binxportal.com, API at api.binxportal.com.

Features

• Leads CRM — capture, score (AI-assisted), and convert prospects to clients
• Client onboarding & portal — a branded portal clients log into to see their projects, invoices, and message the team
• Project management — kanban boards, task lists, files, a Milanote-style collaboration canvas
• Invoicing — line items, payments, PDF-ready detail views, AI-drafted reminders
• Team messaging — real-time conversations (staff + client-portal), websocket-backed
• AI throughout — lead scoring, a daily dashboard briefing, project summaries, invoice reminders, an "Ask AI" assistant — all budget-capped per agency

Structure

This is a pnpm/uv monorepo:

Path	What	Stack
apps/binx-api	The backend	FastAPI, SQLAlchemy (async), Alembic, PostgreSQL — uv
apps/binx-web	The staff app, client portal, and marketing site	Next.js 16 (App Router), React 19
apps/binx-mobile	Mobile app	Expo / React Native — early scaffold
infra/	Production AWS infrastructure	AWS CDK (TypeScript)

Each app has its own README with a local-dev quickstart. For the full picture — architecture, running everything together, testing, git workflow, CI/CD, and how production deploys work — see DEVELOPER.md.

Project history lives in CHANGELOG.md.

Quickstart

# API (needs a local Postgres — see apps/binx-api/README.md)
cd apps/binx-api && uv sync --all-groups && uv run alembic upgrade head && uv run binx-api

# Web (in another terminal)
cd apps/binx-web && pnpm install && pnpm dev

apps/binx-web expects the API at http://localhost:8000 by default (see apps/binx-web/.env.example). Details, env vars, and running the full test suites are in DEVELOPER.md.