Agency OS

Get a fully automated system to manage your sales, clients, marketing, and team—all in one place! Built for marketing agencies, creative firms, and business service providers, Agency OS streamlines operations, enhances client management, and automates workflows—so you can focus on growing your business.

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We automate with your favorite tools

What you get:

Sales & Client Management System

You'll have a custom sales pipeline that helps you track leads, follow-ups, and conversions effortlessly. With automated lead capture and nurturing through email, WhatsApp, and SMS, you’ll never lose a potential client. A built-in meeting scheduler allows clients to book appointments with ease, while a shared inbox ensures your team stays aligned on sales conversations without missing a beat.

Automated Client Onboarding & Service Delivery

New clients will move through a step-by-step onboarding system that eliminates confusion and streamlines service delivery. With pre-built templates and checklists, your processes will be standardized, ensuring consistency across all clients. Plus, automated task assignments reduce manual admin work, so you can focus on delivering exceptional service.

Data & Performance Tracking

Run all your marketing campaigns from a single dashboard. Use email, WhatsApp, and SMS marketing to engage and convert leads. Easily create landing pages and signup forms to capture leads, and send push notifications to keep your audience informed. With AI-powered content writing, crafting high-converting emails has never been easier.

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Scale with Confidence

All-in-One Marketing & Communication Hub

Keep your team organized with task and workflow automation that improves efficiency. Use built-in chat and comments to collaborate in real time—no need for Slack! With time tracking and reporting, you can monitor productivity, while custom dashboards give you instant insights into business performance.

Team & Project Management

Make informed decisions with sales and marketing reports that track revenue and campaign success. Gain insights into client engagement analytics to refine your communication strategies. Plus, task completion and team performance monitoring help you optimize your operations for peak efficiency.

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Who Is This For?

Our Agency OS is designed for service-based businesses that need a streamlined, automated way to manage clients, marketing, sales, and operations—all in one place.

Marketing & Creative Agencies

Automate client onboarding, campaign tracking, and communication.

Consultants & Coaches

Manage leads, schedule meetings, and track client progress

Accounting & Financial Services

Organize clients, automate follow-ups, and simplify workflow management

Business Service Providers

(HR firms, IT consultants, business strategists, etc.) → Manage projects, automate email marketing, and track client interactions

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Agency OS Packages

Essentials Package

R16k

/Per Year

For Small Teams & Solo Agencies
Perfect for agencies that need a simple yet powerful system to manage sales, clients, and marketing

Choose Plan
  • Sales & Client Management
  • Automated Client Onboarding
  • Marketing Automation
  • Project & Task Management
  • Calendar Booking System
  • Basic Sales Pipeline
  • Performance Tracking
  • System Support

Growth Package

R30k

/Per Year

For Expanding Agencies & Teams
Ideal for agencies scaling their operations and managing multiple clients.

Choose Plan
  • Everything in the Essentials
  • Advanced Sales Pipeline
  • Client Portal
  • Landing Pages & Forms
  • Collaboration Tools
  • Automated Task Assignments

Scale Package

R60K

/Per Year

For High-Performing Agencies & Larger Teams
Built for agencies managing high volumes of clients, campaigns, and projects.

Choose Plan
  • Everything in the Growth Package
  • Custom Dashboards
  • AI-Powered Content Assistance
  • Team Time Tracking & Productivity Reports
  • Client Engagement Analytics
  • Premium Support & Custom Automations

Ready to Automate?

Automation is the future of business growth. Let us help you streamline your operations and elevate your team’s productivity. No matter your industry, we have the right solution to boost your efficiency, reduce manual tasks, and give you back the time you deserve.

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