AgencyOps

AgencyOps · Platform overview

One operational system for agency growth, delivery, and profit control

AgencyOps brings pipeline, projects, collaboration, finance, and people operations into one connected platform so teams can scale with clarity instead of tool sprawl.

View pricingBack to home

Outcomes agencies unlock first

  • Gain a clear view of which clients and projects actually create margin.
  • Scan agency health fast from one command surface without jumping between tools.
  • Catch delivery risk and blocked work early before milestones slip.
  • Operate with shared context so growth does not depend on founder heroics.
  • Expose where time, spend, and capacity leak across engagements.
  • Spot overload and under-utilization before team performance degrades.
  • Connect CRM, delivery, and finance workflows in one operational spine.
  • Scale beyond tool chaos with a system built for agency operating rhythm.

How the platform drives growth

Agency command center

Leadership can review growth, delivery, and financial signals from one workspace instead of reconciling disconnected reports.

Delivery health platform

Milestones, check-ins, dependencies, and workload patterns stay connected so teams can resolve risk before deadlines are missed.

Operational profit intelligence

Invoices, expenses, receivables, and project context stay aligned, helping teams understand what work grows margin and what drains it.

Security and governance

Flexible user roles and permissions for growing teams

AgencyOps lets you shape access by responsibility, so finance data, HR controls, delivery workflows, and settings stay in the right hands while teams still collaborate in one workspace.

  • System role templates include Owner, Founder/Admin, Finance, HR/People Ops, Project Manager, Team Lead, Sales, and Employee.
  • Permissions are managed in a grouped matrix across Dashboard, CRM, Projects, Finance, Team, HR, Chat, and Settings.
  • Access can be granted by action level controls such as view, create/edit, delete, approve, manage, and policy administration.
  • Route guards enforce access in the app so members only see modules and settings pages their role allows.

Platform app

Pipeline & CRM

Track deal stages, value, close dates, notes, and files in one place, then convert won leads into clients without losing context.

View Pipeline & CRM
  • Lead pipeline in table and kanban views with drag-and-drop stage updates
  • Stage model from new to won/lost with visual progress and status history
  • Estimated deal value, currency, source, and expected close date tracking
  • Lead notes, file attachments, and activity log for full context

See Pipeline & CRM in action

Kanban and table pipeline, deal context, and lead conversion in one place.

Platform app

Projects & delivery

Plan milestones and dependencies, surface delivery risk early, and keep client updates tied to the live project record.

View Projects & delivery
  • Tasks with list, board, table, and timeline views
  • Milestones with due dates, completion status, and linked tasks
  • Task dependencies and blocked work tracking
  • Project health statuses with reasons, plus a portfolio command center

See Projects & delivery in action

Timeline, grouped tasks, milestones, and delivery health in one project view.

Platform app

Collaboration

Channels, direct messages, threads, and mentions connected to project context, with realtime sync and member presence.

View Collaboration
  • Workspace channels, project channels, and direct messages in one chat surface
  • Threaded replies for focused discussion on specific messages
  • Mentions with member search and profile-aware context
  • Rich text composer with formatting, links, emoji, and link previews

See Collaboration in action

Channels, threads, mentions, and member context in a single collaboration workspace.

Platform app

Money & ops

Track invoices, expenses, bank balance history, receivables, burn, and runway in one operating system tied to clients and projects.

View Money & ops
  • Invoices with one-time, milestone, and recurring billing types plus tax and line-item controls
  • Invoice status lifecycle with draft, sent, paid, partially paid, overdue, and cancelled states
  • Record partial or full payments, with optional automatic bank balance update from each payment
  • Expense capture with category, project linkage, and optional immediate balance deduction

See Money & ops in action

Invoices, expenses, bank balance, and finance indicators in a single operations dashboard.

Platform app

People & rhythm

Run check-ins, leave workflows, policy controls, and team capacity planning from the same agency operating context.

View People & rhythm
  • Daily check-ins capturing yesterday, today, blockers, plus linked projects and tasks
  • Team check-in feed with role-aware visibility and detailed update drill-down
  • Optional task follow-up actions from check-ins such as assign-to-self and mark-blocked
  • Leave requests with sequential approvers, status lifecycle, comments, hold/resume, and resubmission

See People & rhythm in action

Check-ins, leave operations, and workload risk signals in a unified people workspace.