For agencies with very different kinds of work.
Every agency has its own words for its work. In AgencyOS each project keeps its own columns and its own vocabulary, and your client sees the same kind of overview, whatever it is you make.
Software projects your client can follow themselves.
Your client files requests and bug reports straight onto the board, watches the work move, and reads the spec right next to the ticket. Internal estimates, tracked time and internal tickets stay on your side of the table.
See how it works →For design agenciesFeedback rounds in one place, not in email attachments.
Each project keeps its brief, its designs and the feedback on one page. Your client comments on the exact image or sentence they mean, you can see who has actually looked, and the board tells everyone which round you’re in.
See how it works →For design thinking studiosFrom the workshop wall to findings everyone can read.
Write up each workshop as a page, with the findings, a table or two and a diagram of the journey, and let the client’s team comment on it. Decisions go into the feed, and the next steps become work items on the board.
See how it works →For architectsYour client follows the project, phase by phase.
Name your columns after your work phases, keep the site-meeting minutes as pages your client can comment on, and log hours per phase. Your internal notes stay in the office.
See how it works →For marketing agenciesCampaigns and content, with the client in the loop.
Content requests arrive on the board, drafts are written as pages your client comments on, and each customer’s retainer hours for the month add up where your team can see them. Your client doesn’t.
See how it works →For consultanciesEngagements your client can follow, no weekly deck required.
Workstreams live on a board, reports and memos are pages with comments, and hours add up per customer and project. Throughout, there’s a clear line between what the client reads and what you discuss among yourselves.
See how it works →For real estate agentsProperties and prospects in one shared overview.
Each property becomes a project, and each interested party a card you move from first enquiry to the notary. You send the Exposé as a link and see who actually opened it, while the owner follows the sale on their own overview instead of calling you every other day.
See how it works →Something elseYour kind of agency isn’t listed?
AgencyOS is built for teams that do project work for clients. Tell us how your team works, and we’ll set it up with you.
Talk to us →See it with your own customers in it.
We’ll set up your workspace with you and move your current projects over before the first call ends.