Built for Custom Operations

Your client is not generic.
Their system should not be either.

Use Agency OS as a flexible operating system for custom departments, records, workflows, reports, websites, marketing, HR, attribution, and more.

Start with Agency OS Book a Demo

Any

Workflow

Custom

Modules

$20+

Plans

Full

Personalization

Replaces Spreadsheets + disconnected apps + manual reports + custom workflows + follow-up chaos Save $300+/mo

Features

Everything you need. Nothing you don't.

Client-specific modules

Start with custom records, departments, reports, handoffs, then add the operational modules each client needs.

Custom fields and layouts

Capture client statuses, dates, owners, files, picklists, formulas, and intake details without forcing a generic workflow.

Custom client objects

Model client records, from custom records and departments to anything unique to the account.

Workflow handoffs

Create reminders, approvals, assignments, reports, and follow-up steps that help your agency deliver without promising magic automation.

Full personalization

Shape each client system around how they actually work.

Start from a useful industry setup, then personalize the workspace with client-specific modules, fields, objects, layouts, reports, roles, and handoff workflows.

Custom modulesAdd operational areas like intake, delivery, approvals, vendors, recruiting, or client success for each account.

Custom fieldsCapture statuses, source details, dates, files, formulas, picklists, owners, and records unique to the client.

Custom objectsModel records like properties, applications, work orders, donors, menus, contracts, assets, or anything else.

Custom workflowsBuild reminders, approvals, assignments, reports, and follow-up sequences that keep client work moving.

How it works

Up and running in minutes.

Pick a client setup

Begin from a practical business template instead of a blank database.

Personalize the data model

Add the modules, fields, objects, statuses, and layouts that match how each client works.

Run the workflow

Use the workspace for follow-up, reporting, approvals, assignments, and account visibility.

FAQ

Frequently asked questions.

Can we add client-specific modules and fields?

Yes. Agency OS supports custom modules, fields, objects, layouts, reports, and workflows so each client workspace can match the operation.

Do clients have to use the default industry setup?

No. The industry setup is only a starting point. You can rename, extend, remove, or add records and workflows as client needs change.

Can Agency OS handle a business type not listed here?

Yes. Use the custom business setup to model client records, departments, workflows, reports, and handoffs.

Pay-as-you-go transparency

Published unit rates and prepaid add-ons.

Free plans can still use templates and designer tools at no cost. AI generations, premium lead generation, managed call minutes, and extra accounts use prepaid wallet funds so teams can control spend before usage grows.

AI generations $0.20-$0.75 each

Use text, social, landing page, image, and background-removal tools with published per-use rates.

Premium leads $0.03 per lead

Prepay for premium lead generation when your team needs more contacts beyond plan allowances.

Managed calls $0.05/min

Add managed call minutes for tracking numbers, lead attribution, and client communications.

Usage	Price
Templates/designer	$0
Text/social AI generation	$0.20 each
Long-form or landing page draft	$0.50 each
AI image generation/edit	$0.75 each
Background removal	$0.50 each
Premium Lead Generation	$0.03 per lead
Managed call minutes	$0.05/min
Extra connected account	$5/account/mo or $10/mo per 3-account pack

Premium email

Premium email sending, metered per 1,000.

Daily send caps scale with your plan. The Free plan uses SMTP only (200 emails/day) — premium email is not available on Free.

Plan	Daily cap	Price / 1,000 emails
Starter	10,000 emails / day	$2.00 / 1K
Growth	15,000 emails / day	$1.75 / 1K
Enterprise	20,000 emails / day	$1.50 / 1K
Free	SMTP only · 200 / day	Premium email unavailable

Prepaid wallet

Add wallet funds before extra usage starts.

Wallet add-ons are prepaid at face value. Teams can also add three connected accounts at a predictable monthly pack price.

Add-on	Price	Wallet value
Wallet XS	$5	$5
Wallet S	$10	$10
Wallet M	$25	$25
Wallet L	$50	$50
Wallet XL	$100	$100
Extra Account Pack	$10/mo	3 extra connected accounts

Extra usage is prepaid and transparent; contact [email protected] for custom prepaid terms.

Built for agencies. Priced for lean teams.

Launch client work.
Keep the margin.

Websites, staging, Cloudflare deploys, social publishing, client approvals, and prepaid usage controls. Plans start at $20/month.