Agency OS is the all-in-one CRM and project management platform designed for agencies that need to move fast without losing track of anything.
From first contact to final invoice — Agency OS covers the full client lifecycle in one place.
Drag-and-drop Kanban board tracks every deal from first contact to closed. Know exactly where revenue is at a glance.
Centralise every lead with full contact history, activities, notes, and automated status tracking.
Assign tasks to prospects, set due dates, and get overdue alerts so nothing falls through the cracks.
Paste a URL and let AI extract business name, contact details, services, and social links in seconds.
Track client projects from kickoff to completion with status, notes, and linked client records.
Bulk-import leads from CSV, map columns to your schema, and push them straight into the pipeline.
A simple, repeatable workflow that keeps your team aligned and your clients happy.
Enter a business manually or paste a website URL — Agency OS extracts the contact details automatically.
Drag deals across your custom stages. Tasks and activities stay attached to every prospect.
One click converts a won prospect to a client and creates a project record ready for delivery.
Use the AI content engine to draft proposals, outreach emails, or website copy from extracted data.