The operational system for agencies
Run delivery and finance from one connected workspace
Know which clients make you money, prevent missed deadlines, and see your entire agency health in 60 seconds. AgencyOps connects pipeline, delivery, and billing so you can scale beyond founder chaos.
Outcomes that tie pipeline, delivery, and finance together
AgencyOps connects pipeline, delivery, and finance so you can see what’s happening fast, and act before margin and timelines slip.
Know exactly which clients and projects make you money
Profitability tied to delivery reality so you can double down on what works and fix what’s leaking margin.
See your entire agency health in 60 seconds
Agency Command Center visibility across pipeline, project health, receivables, and capacity signals in one place.
Prevent missed deadlines before they happen
Delivery Health Platform signals blockers and slipping milestones early, before they turn into fire drills.
Run your agency without being the bottleneck
One connected system that reduces handoff friction so the founder isn’t the routing layer for every decision.
See where time, money, and capacity are leaking
Agency Profit Intelligence connects invoices, expenses, and delivery progress so the numbers tell one story.
Know who’s overloaded, underutilized, and slowing delivery
Utilization & Capacity signals plus leave awareness so staffing conversations are grounded in reality.
Manage delivery, profitability, and client operations together
Operational CRM for agencies: lead → client → project → invoice stays traceable, without glue work.
Scale beyond founder chaos
A single operational system that stays coherent as you add clients, pods, contractors, and complexity.
- Dashboard
- Pipeline
- Clients
- Projects
Dashboard
Workspace overview
Active deals
$284k
Invoiced (30d)
$96.4k
+15%Project health
On track
6 of 8 projects
Revenue momentum across open deals and collections
Open pipeline
$387k
Collected
$96.4k
Runway signal
Healthy
Recent activity
- Invoice #2044 paid+$4.2k
- Task blocked, WebsitePM
- Lead moved → ProposalCRM
Seats
Upgrade workspace
Trusted by growing agencies & teams
The agency tax chaos in the seams between tools
- ·CRM, delivery, invoicing, and chat live in separate products, with weak links between deals, delivery, and cash.
- ·Missed deadlines happen when plans live in spreadsheets and decisions live in chat, divorced from projects, milestones, and owners.
- ·Leadership flies blind: it’s hard to see profitability, delivery health, receivables, and capacity in one place, so the founder becomes the routing layer.
How AgencyOps fixes it
- 1
One operational spine
Lead → client → project → invoice stays connected so delivery, profitability, and client operations are one system.
- 2
Command Center clarity
See agency health in 60 seconds: pipeline, delivery health, receivables, and capacity signals in one cockpit.
- 3
Prevent surprises
Delivery Health, Profit Intelligence, and Utilization signals show what will slip next, where margin is leaking, and what to fix before it’s too late.
The platform behind the outcomes
AgencyOps unifies CRM, delivery, and finance so leadership can scan health quickly and teams can execute without chaos.
Pipeline & CRM
- Leads, stages, pipeline value & close dates
- Notes & attachments
- Clients directory linked to projects & invoices
Projects & delivery
- Tasks, timelines, milestones, dependency-aware planning
- Project health signals
- Client portal • files scoped to members
Collaboration
- Workspace & project channels, DMs & groups
- Threads, mentions, realtime transport
- Collaboration tied to projects and client work
Money & ops
- Invoices (incl. recurring) & PDFs
- Expenses & receipts • project linkage
- Finance dashboards • bank balance framing
People & rhythm
- Team check-ins & weekly rhythm
- Leave, holidays & blackout-aware workflows
- Staffing visibility for planning and capacity
Product showcase
AgencyOps
Pipeline
Leads and deal stages in one workspace
Notes & files
Northwind • 4 attachments • Last note 2h ago
Recent activity
- Stage → Proposal · Brightfield
- Note added · Relay
- File upload · Harbor
Sequences
Follow-up queued for 2 leads
AgencyOps CRM
Operational CRM for agencies: lead → client → project → invoice stays connected so you can run delivery and client ops without founder bottlenecks.
Why teams consolidate on AgencyOps
Compared to patching together spreadsheets, a separate CRM, and a generic chat product.
| Capability | Typical stack | With AgencyOps |
|---|---|---|
| Agency health in 60 seconds | Different dashboards per tool | One command center across pipeline, delivery, and money |
| Prevent missed deadlines | Reactive status updates | Delivery health signals that surface risk early |
| Know what’s profitable | Profit hidden in spreadsheets | Invoices + expenses tied to projects for clarity |
| Utilization & capacity clarity | Anecdotes and guesswork | Workload + availability signals in one place |
Replace the tool stack, not your process
Most agencies pay for a patchwork of tools and still spend hours reconciling pipeline, delivery, and cash. AgencyOps consolidates the workflow into one operational system.
Typical agency stack
What teams usually stitch together
CRM
Deals, contacts, follow-ups
$50 to $150 per seat per month
Project management
Tasks, timelines, dependencies
$8 to $25 per seat per month
Team chat
Channels, threads, decisions
$7 to $15 per seat per month
Billing
Invoices, recurring, PDFs
$30 to $100 per month
Spreadsheets and reporting
Profitability, utilization, capacity
Time cost, plus BI add-ons
Cost ranges are directional and vary by plan, region, and seat count. The bigger cost is usually the coordination tax: duplicate setup, context switching, and weekly reconciliation.
With AgencyOps
One connected system
Pipeline, delivery health, profit visibility, capacity signals, collaboration, invoicing, and a client portal live in one workspace. The work and the money tell the same story.
Pricing starts at
$99
per month for up to 10 seats
See plan details below.
Simple plans for agency operations
Monthly or yearly billing. Yearly totals reflect roughly two months off versus paying month to month at the list price. All plans include the full feature set; pricing scales by seat count.
Starter
$99 / month
Or $1,049 / yr ($87 / mo effective)
Up to 10 seats included
For small teams. Same features across plans pick based on seat count.
- Unified workspace
- Pipeline, leads, clients & attachments
- Projects, tasks, milestones & timelines
- Client portal & project updates
- Realtime chat tied to delivery
- Invoices, recurring schedules & PDFs
- Expenses & receipts with project linkage
- Finance dashboards & profitability visibility
- Capacity, check-ins & team signals
- Exports & stakeholder-ready summaries
Most popular
Growth
$299 / month
Or $3,269 / yr ($272 / mo effective)
Up to 30 seats included
For growing teams. Same features across plans pick based on seat count.
- Unified workspace
- Pipeline, leads, clients & attachments
- Projects, tasks, milestones & timelines
- Client portal & project updates
- Realtime chat tied to delivery
- Invoices, recurring schedules & PDFs
- Expenses & receipts with project linkage
- Finance dashboards & profitability visibility
- Capacity, check-ins & team signals
- Exports & stakeholder-ready summaries
Customer stories
Teams replacing tool chaos with one operating system
Real teams using AgencyOps to improve visibility, delivery confidence, and profitability.
"Before AgencyOps, our weekly leadership sync was mostly guesswork. Now we start with one dashboard and can see delivery risk, cash position, and team load in minutes."
Alicia Romero
Founder, Northline Creative
"The biggest win is context. Sales, project managers, and finance are finally looking at the same client reality instead of three different tools and three different stories."
Daniel Kim
Operations Lead, Harbor Studio
"We used to notice margin leakage after month-end. AgencyOps helped us catch scope creep and staffing pressure earlier, so we can fix problems while projects are still in motion."
Priya Shah
Finance Manager, Relay Digital
"Before AgencyOps, our weekly leadership sync was mostly guesswork. Now we start with one dashboard and can see delivery risk, cash position, and team load in minutes."
Alicia Romero
Founder, Northline Creative
"The biggest win is context. Sales, project managers, and finance are finally looking at the same client reality instead of three different tools and three different stories."
Daniel Kim
Operations Lead, Harbor Studio
"We used to notice margin leakage after month-end. AgencyOps helped us catch scope creep and staffing pressure earlier, so we can fix problems while projects are still in motion."
Priya Shah
Finance Manager, Relay Digital
FAQ
Is AgencyOps only a CRM?▼
AgencyOps includes pipeline and clients, plus projects, invoicing, expenses, finance dashboards, leave workflows, chat tied to delivery, and a client portal in one workspace.
How is this different from Slack?▼
Chat is tied to delivery. Project-linked channels keep decisions, files, and tasks in one place so coordination stays anchored to the work.
Do you offer SSO or enterprise migrations?▼
Positioning assumes managed cloud SaaS. Wire up signup via your deployed app URL; SSO and migration timelines depend on what you ship in your environment.
Does AgencyOps replace our accountant?▼
No. You get clarity on invoices, expenses, cash posture, and project profitability, not tax filing or full enterprise accounting guarantees.
Scale the agency without becoming the bottleneck
One operational system for command center visibility, delivery health, profit intelligence, and capacity.