Product
Eight modules. One database underneath.
Most agency tools are good at one job and blind to the rest. In Agency OS a lead, a project, an invoice and a client approval are rows in the same database, so each step picks up where the last one left off.
The modules
Open any of them for the full detail.
- 01
Sales & CRM
Clients, a drag-and-drop pipeline, signed proposals and lead forms for any website.
- Clients and contacts
- Pipeline
- Proposals and lead forms
- 02
Projects & time
Boards, a timeline with dependencies, timers, workload, SOPs and reusable templates.
- Projects and tasks
- Time and capacity
- Repeatable delivery
- 03
Invoicing & finance
GST invoices, PDFs, payments in any currency, a ledger and retainers that bill themselves.
- Invoices
- Getting paid
- Books and retainers
- 04
Client portal
A front door for every client: progress, approvals, files, requests and invoices.
- What clients see
- Approvals and requests
- Kept in the loop
- 05
Content calendar
Plan, review and approve content for seven channels across eight stages.
- The calendar
- Review
- Publishing
- 06
Insights
MRR, churn, a six-month forecast, team utilisation and profit by client.
- Revenue
- Team
- Profitability
- 07
Team & access
Six staff roles, invite-only accounts, an audit trail and an app on every device.
- Roles
- Accounts
- Everywhere you work
- 08
AI & integrations
Aeth AI inside the app, and an MCP server that plugs your agency into any AI you use.
- Aeth AI
- Every morning
- MCP server
Before and after
What you can cancel.
Not a list of competitors: a list of the jobs your current tools do, and where each one lives in Agency OS.
- Leads spreadsheet and a form toolPipeline and lead forms
- Word-processor proposals and e-signProposals with typed signature
- A project board nobody updatesBoards, timeline, workload
- Timesheets in a spreadsheetTimers and weekly timesheet
- Invoice generator and accounts sheetGST invoices, payments, ledger
- Calendar reminders to bill retainersRetainers billed at 06:00
- Feedback in email threadsPortal approvals and requests
- Content calendar spreadsheetCalendar with client approval
- The quarterly numbers marathonMRR, utilisation, profitability
- One shared admin loginRoles enforced on the server
Easier to believe once you’ve clicked around.
The demo has every module switched on, with a fictional agency’s data.