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Agency OS

Live demo

Walk around a working agency. As anyone in it.

The demo is a complete Agency OS workspace for Northlight Studio, a fictional agency in Mumbai. Pick a role and you’re signed straight in. Then sign in as someone else and see how differently the same agency looks.

  • Owner

    Aditya Rao

    AR

    Everything: pipeline, delivery, money, team and settings.

    Try this

    1. 1Read the daily brief on the dashboard
    2. 2Open Insights → Revenue and hover the MRR line
    3. 3Switch a deal to Won and watch the forecast move
    Enter as Aditya

  • Project manager

    Neha Kulkarni

    NK

    Projects, tasks, time, workload, content and requests.

    Try this

    1. 1Drag a task across the Website rebuild board
    2. 2Open Workload and find who is over capacity
    3. 3Turn a client request into a task with one click
    Enter as Neha

  • Finance

    Meera Iyer

    MI

    Invoices, payments, the ledger, time and profitability.

    Try this

    1. 1Create a GST invoice and watch CGST/SGST split
    2. 2Record a part payment on an overdue invoice
    3. 3Run Bill due retainers
    Enter as Meera

  • Sales

    Arjun Mehta

    AM

    Clients, the pipeline, proposals and lead forms.

    Try this

    1. 1Build a proposal with line items
    2. 2Open the public proposal link and sign it
    3. 3Edit the website lead form and copy its embed
    Enter as Arjun

  • Team member

    Rohan Das

    RD

    Only the projects and tasks Rohan is on.

    Try this

    1. 1Start a timer from My work
    2. 2Notice there is no Finance in the sidebar
    3. 3Comment on a task and mark it done
    Enter as Rohan

  • Client portal

    Meridian Logistics

    ML

    Meridian's own projects, approvals, files, requests and invoices. Nothing else.

    Try this

    1. 1Approve a deliverable, or ask for changes
    2. 2Raise a request with an urgency
    3. 3Open an invoice and download the PDF
    Enter as the client

Northlight Studio is fictional; the data is realistic on purpose. Every account shares the password explore-agency-os. The demo resets every night and never sends email.

Already inside

  • 8

    clients

    with contacts, retainers and a deal history

  • 4

    projects

    with boards, a timeline and two weeks of logged time

  • 3

    months of money

    invoices in every state, payments and a ledger

  • 8

    content stages

    a calendar planned around today

A ten-minute tour

Follow one piece of work through five pairs of hands.

Open each step in a new tab as a different person. It’s the quickest way to see that the modules are one system.

  1. 01

    Owner

    Read the 06:00 brief on the dashboard, then open Insights → Revenue.

    Open
  2. 02

    Sales

    Drag a deal to Proposal, send the proposal and sign it from its public link.

    Open
  3. 03

    Project manager

    Turn a client request into a task, then check Workload for who can take it.

    Open
  4. 04

    Client

    Approve a deliverable from the portal. Notice the internal note isn’t there.

    Open
  5. 05

    Finance

    Invoice the project’s unbilled hours and record a part payment.

    Open
  6. 06

    Owner

    Back on the dashboard: the activity and the numbers already reflect all of it.

    Open

House rules

  • Resets every night

    Change anything you like. The workspace goes back to its starting state overnight.

  • Never sends email

    Invites, invoices and notifications are recorded, not delivered. Nobody gets spammed.

  • Accounts are locked

    Passwords, team roles and API keys can’t be changed, so the demo stays open for the next person.

  • Shared with others

    Other people may be clicking around at the same time. If something moves, it might not have been you.

Seen enough? Your own workspace starts empty, with your name, logo, currency and GST details, and nobody else in it.

Request accessDemo sign-in page