Agency OS — One workspace. Every tool.

White label now available

Everything your agency
needs in one software.

Stop paying for multiple tools that don't talk to each other. Agency OS replaces all of them.

Start for free See how it works

14-day free trial · No credit card · Cancel anytime

Trusted by

Wise Media Ross Stays Alpine Creative Studio Eight Northgate Media BoldForm

11 tools replaced

$427 avg monthly savings

100% white-label ready

24hr setup and launch

11 modules. One price.

Eleven tools.
One login.

The average agency wastes $800 a month on tools that never talk to each other. Agency OS fixes that.

👥 Client CRM Track every client, status, and interaction history in one view.

📋 Project Management Kanban boards with deal values, deadlines, and client linking.

📄 Proposals Send proposals, track approvals, and monitor pipeline value live.

💲 Invoicing Revenue charts, overdue tracking, and Stripe invoicing built in.

📁 File Management Store and approve deliverables with a structured review workflow.

📅 Meetings Schedule calls and store recordings, transcripts, and notes.

📝 Notes & Intel SOPs, internal records, and shared client docs, fully searchable.

💬 Team Messaging Community channels for your team and clients, organized by topic.

🏛 Community Private community with posts, categories, and Pro-only gating.

🎓 Education LMS Host courses and training with progress tracking and gated access.

🛒 Marketplace Sell templates, toolkits, and digital products inside your workspace.

🏷 Client Portal Branded portal to view projects, approve files, and pay invoices.

CRM

Your clients.
Completely organised.

Every client, every detail, always current. Know who is active, who is VIP, and who needs a follow-up, without digging through spreadsheets.

✓48-field client profiles with status tracking
✓Filter by state, industry, and location
✓VIP, Active, Inactive, and Prospect tiers
✓Linked to projects, invoices, and proposals
✓Full contact history and communication log

Invoicing

Know where
every dollar is.

Earned, outstanding, overdue. All visible in one dashboard. No spreadsheets. No chasing. Just clarity on your cash flow.

✓Monthly revenue chart with period toggles
✓Snapshot: 7 days, 30 days, quarter, year
✓Sent, Collected, Overdue and Outstanding Status
✓One-click invoice creation and PDF export
✓Native Stripe payment integration

Projects

Nothing falls
through the cracks.

Every project. Every deadline. Every dollar. A visual Kanban board built for how agencies actually work, not how project managers think they do.

✓Kanban: Not Started, In Progress, In Review, Done
✓Revenue value per project and pipeline stage
✓Client-linked with overdue tracking
✓Category tags: Website, Brand, Design, and more
✓Drag-and-drop workflow management

Proposals

Send it. Track it.
Close it.

Live pipeline data. Approval status. Deal value at a glance. Never wonder where a proposal stands again.

✓Live pipeline with deal value across all proposals
✓Approval status: Approved, Awaiting, Expired
✓Signed date and deal stage tracking
✓PDF export and client-facing proposal links
✓Linked directly to clients and projects

Every module

Built for every part
of how you operate.

Community. Education. Files. Messaging. Every module your agency needs is already inside.

🏛Creator Club Community

🎓Education LMS

📝Notes & Intel

💬Team & Client Messaging

📁File Management

📅Meetings & Calls

Marketplace

Sell what you know.
Keep everything.

Templates. Courses. Toolkits. Sell digital products directly inside your workspace. Powered by Stripe. Zero platform commission.

Pricing

One price.
Everything included.

No per-seat fees. No add-ons. No surprises. Start free for 14 days.

Starter

^$49

per month

Up to 25 clients
Projects & proposals
Invoicing & Stripe
File management
Notes & meetings
Community & LMS
Marketplace
White label

Get Started Free