Run your agency smarter
Clients, projects, tasks, invoices, your team, and AI — all in one beautiful workspace built for modern marketing agencies.
Revenue
$38,500
Clients
24
Active Projects
12
Open Invoices
7
Revenue (last 6 months)
Invoices
Paid
Sent
Draft
0+
Agencies onboarded
$0M+
Revenue managed
0K+
Projects delivered
0.0%
Uptime SLA
Trusted by fast-growing agencies and teams
Features
Everything your agency needs
One workspace for your whole operation — no more juggling tools.
Client Management
A full CRM pipeline from lead to retained client.
Project Tracking
Projects, tasks, and a Kanban board for every team.
AI Assistant
Action-based AI: proposals, emails, summaries, insights.
Invoicing
Create invoices, track payment status, export to PDF.
Team Collaboration
Roles, permissions, and shared workspaces.
Analytics
Revenue, performance, and AI-driven insights.
Automations
Reminders and follow-ups that run themselves.
AI Assistant
Your AI teammate
Generate proposals, emails, and summaries in seconds — then save them to the right client.
Action
What do you need?
Proposal for Northwind Co.
Overview — 3-month social media retainer.
Scope of work:
- Discovery & content strategy
- Execution and weekly iterations
- Reporting & optimization
Timeline: 4–6 weeks · Next step: kickoff call
Dashboard
Your agency at a glance
Revenue, clients, projects, and deadlines — all in one clean view.
Revenue
$38,500
Clients
24
Active Projects
12
Open Invoices
7
Revenue (last 6 months)
Invoices
Paid
Sent
Draft
Case studies
Real outcomes from real teams
How agencies turned operational chaos into predictable growth.
Northwind Studio
Problem
Client work scattered across email, sheets, and a separate invoicing app — nothing reconciled.
Solution
Unified CRM, projects, and invoicing in one workspace with AI-drafted updates.
Lumen Media
Problem
Proposals took days and follow-ups slipped, costing the team late-stage deals.
Solution
AI assistant generates proposals and follow-ups, saved straight to each client.
Vertex Labs
Problem
No clear view of revenue or overdue invoices made cash flow unpredictable.
Solution
Live dashboards and invoice status tracking surfaced overdue payments instantly.
Testimonials
Agencies ship faster with AI Agency OS
Teams replaced 4–5 disconnected tools with one workspace.
“We moved our whole agency off spreadsheets and three SaaS tools. Onboarding a client now takes minutes, not days.”
“The AI assistant drafts our proposals and follow-ups. It's like adding a junior PM to every account.”
“Invoicing and project tracking in one place cut our admin time by half. Cash flow visibility is finally real.”
Pricing
Simple, scalable pricing
Choose the plan that fits your agency — upgrade as you grow.
Upgrade or downgrade anytime · cancel whenever you like
FAQ
Frequently asked questions
How does pricing work?
Pick the plan that fits your team and upgrade anytime as you grow.
Can I change plans?
Yes — switch between plans anytime from your Billing page.
Does the AI actually do work?
It's action-based: it drafts proposals, emails, summaries, and tasks you can save.
Is my data secure?
Each workspace is isolated with row-level security — you only ever see your own data.
Ready to run your agency smarter?
Join modern agencies using AI Agency OS to manage everything in one place.
Get Started