Agency OS · marketing, creative and digital agencies

Run your agency.
Nothing runs blind.

Accounts, projects, retainers, billing and AI WhatsApp in one place. Your clients watch progress from a link, your team starts the day knowing exactly what's on their plate, and you see all of it at a glance, in Spanish and in your time zone.

Start free for 14 days Get in touch

14-day trial. No card.

The Agency OS dashboard: client MRR, client portfolio, average account health and OKR progress across the agency.

The problem

The spreadsheet works, until it doesn't.

A spreadsheet, WhatsApp and email hold your agency together today. They are also the reason something slips every week.

  • Projects with no clear owner.The status is spread across three chats and none of them is right.
  • Retainers billed late.The client finds out by email, and the awkward conversation lands on you.
  • The books don't add up.Income gets logged wherever there's room, and at month end nobody knows what came in.

All in one

Your whole agency, in one system.

Agency OS pulls together everything that is scattered today across the spreadsheet, the chat and the inbox.

Client and team portals by link

Your clients track progress on their own. No login required.

Every account gets its own client portal. The client taps their link, sees the status of their project and their deliverables, done. Each team member's portal is a direct link too, with no apps to install.

  • One tap on their link and they're in
  • The client sees project progress, deliverables and retainer: start date, term and what's left
  • Approves or comments right from their portal
  • The team member sees their projects and tasks for the day
  • Marks progress from their phone
  • No accounts to pay for, no passwords to forget
Retainers and billing

Charge, invoice and keep it all square.

Catalog monthly retainers with automatic renewal and custom projects, with terms and deliverables always in view. Recurring invoices ready in seconds: charge a retainer and the income logs itself. Your finances, in one place.

Accounts and team

A calendar that tells the truth.

Recurring projects and meetings in a series: edit once and it carries through to the meetings already on the calendar. See each teammate's workload at a glance, so nobody gets buried. Reschedule a single meeting whenever you need, without touching the rest of the series. Profiles and history for every account, with search that understands accents.

Get going

Up and running in an afternoon.

  1. 1

    Create your agency

    Name, logo and time zone. Two minutes.

  2. 2

    Load your accounts and your plans

    Your clients, your retainers and your prices, exactly how you run them today.

  3. 3

    Share each account's link

    Send it over WhatsApp or by email. Your clients start tracking progress on their own.

Pricing

One flat price. Everything included.

Agency OS

$49 USD / mo per agency

Or $490 USD a year: nearly 2 months free.

Unlimited team and clients, no per-seat cost. Everyone joins by direct link. No accounts to pay for.

  • Client and team portals by link
  • Retainers, projects and automatic renewal
  • Billing with recurring invoices
  • AI WhatsApp
  • Calendar with visible workload, so you never overload the team
  • Account profiles and history
  • Agency finances in one place
  • In Spanish and your time zone
Start free for 14 days

14-day free trial. No card. Billed in USD via Stripe.

FAQ

Direct questions, direct answers.

Do my clients need to create an account?

No. They reach their account portal by direct link and see their project's progress. No passwords, no apps.

Does my team pay per seat?

No. The price is flat per agency: $49 USD a month, with unlimited team and clients.

Do I lose my WhatsApp number?

No. The AI agent runs alongside the app on your phone: your number and your chats stay exactly the same, the AI just handles replies too now.

What happens when the trial ends?

The trial runs 14 days and we don't ask for a card. When it ends, your agency goes read-only: nothing is deleted. If you decide to continue, you pick up right where you left off.

What currency am I billed in?

In dollars (USD), via Stripe. $49 a month or $490 a year.

Can I cancel whenever I want?

Yes. From your billing portal, any time, no calls.

Share the link.
Let the agency breathe.

Set up your agency today and try it with your real accounts. If something doesn't add up, write to us and we'll look at it together.

Start free for 14 days Get in touch