Agency OS
Run your entire agency from one Notion workspace.
CRM, client portals, project delivery, finance, hiring, and a CEO dashboard: 20+ connected databases, battle-tested across 50,000+ downloads. Built for freelancers through 20-person teams.
4.9 star average rating from 50,000+ Notion users
Instant Notion duplicate link at checkout. Lifetime access. Every future update included.
What changes once it's in your workspace.
Stop juggling five tools for one client
Every client, project, and dollar lives in one connected workspace instead of scattered across Slack, spreadsheets, and a separate invoicing app.
Know your numbers without asking your bookkeeper
Per-client profitability, visible in real time, so you always know which accounts are actually worth keeping.
Onboard a new hire in a day, not a month
The company handbook and hiring pipeline mean a new team member can find everything without pinging you.
Look like a bigger agency than you are
Branded client portals give every account the experience of a much larger shop.
Every module, mapped out.
CRM & Pipeline
Kanban pipeline from Lead to Won. Track deal value, contacts, and next steps for every prospect.
Clients Hub
One record per client: status, assigned team, contract value, and every linked project in one page.
Client Portals
A branded portal per client where they track progress, find shared files, and leave feedback.
Delivery & Projects
Projects, tasks, and docs per client with progress bars, due dates, and a timeline view.
Finance
Income and expenses linked to clients and projects, so you see per-client profitability at a glance.
CEO Dashboard
Your daily command center: tasks, quarter goals, metrics, and team workload in one view.
Hiring & Team
Team directory, departments, open roles, and a full candidate pipeline with scorecards.
Company Handbook
Vision, OKRs, services, brand identity, and SOPs, so a new hire is onboarded in a single day.
Marketing
Plan campaigns, schedule content, and track every channel, so you always know what is driving growth.
Connected Databases
20+ master databases fully integrated across every section. Update one place, see it everywhere.
Bonus templates and resources
- Step-by-step written guide plus a quick-start checklist
- Duplicable client portal template for every new client
- Runs on Notion's free plan. Business plan unlocks guest access and granular permissions.
Try it in your own workspace, right away.
Checkout hands you an instant duplicate link, so you can see the whole system inside your own Notion in under a minute. If anything's not working as expected, reach out and it gets sorted directly with me, not a support queue.
Before you buy Agency OS.
Notion is a free, all-in-one workspace app for notes, databases, docs, and project management. Agency OS is built to run entirely inside it.
A pre-built set of Notion pages, databases, and views with the structure already done. You duplicate it into your own workspace and start using it immediately instead of building it from scratch.
Checkout gives you an instant duplicate link. One click copies the entire system into your own Notion workspace.
No. Agency OS runs on Notion's free plan. Upgrading to a paid Notion plan unlocks extras like guest access for client-facing portals, but it isn't required to use the template.
Reach out through the contact page and it gets handled directly.
Get Agency OS in your workspace today.
One-time payment. Lifetime access. Every future update included.