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Agency OS

The No-Bullshit Agency Operating System

Unified CRM, Project Management, and Finance in one cohesive platform.

Why Agency OS?

Liquidity Forecasting

Project revenue from unbilled milestones for accurate cash flow planning

Waterfall Task Logic

Automatic date cascading for dependent tasks with Gantt visualization

True Profitability

Time entry snapshots capture hourly rates at booking time

CRM

Lead management with Kanban pipelines and CardDAV sync

Projects

Gantt timelines, dependencies, and capacity planning

Finance

Liquidity forecasting and profitability tracking

Chat

Contextual channels per project with real-time messaging