Agency OS

Your complete agency operating system for clients, projects, delivery, people, and finances

Welcome to Your Agency Operating System

Agency OS is your all-in-one solution for running a modern agency. It's designed to replace the chaos of spreadsheets, disconnected tools, and endless email threads with a single, powerful system that grows with you.

What is Agency OS?

Agency OS is a pre-built Noloco app specifically designed for agencies. It provides everything you need to manage your business in one place:

• Complete CRM for managing leads and opportunities

• Client management with branded portal access

• Project and task management for delivery excellence

• Time tracking and billing for accurate invoicing

• Team management for resource planning

• Automations to eliminate repetitive work

Why Agency OS?

The Problem: Tool Chaos

Most agencies struggle with:

• Fragmented systems: CRM in one tool, projects in another, billing in a third

• Visibility gaps: No single view of what's happening across the business

• Email overload: Constant "what's the status?" messages from clients

• Scaling pains: Processes that break down as you grow from 5 to 50 people

The Solution: One Source of Truth

Agency OS gives you:

🎯 Centralized Operations Everything in one place - clients, projects, delivery, people, and finances. No more reconciling data across five different platforms.

✨ Professional Client Experience A branded, secure portal where clients can track progress, approve work, and access reports. Reduce status update emails by 80%.

🔧 Customizable Without Constraints Start with proven workflows and templates, then customize every field, view, and workflow to match your agency's unique needs.

What's Included

Agency OS comes pre-configured with:

📊 CRM & Sales

• Contacts and leads management

• Opportunity pipeline tracking

• Sales dashboard and reporting

• Meeting and interaction logging

👥 Client Management

• Client accounts and contacts

• Client portal with project visibility

• Branded experience with your logo

• Secure, role-based access

📁 Project Delivery

• Project tracking and management

• Task breakdown and assignment

• Multiple view types (Kanban, Timeline, etc.)

• Comment system (client vs internal)

⏱️ Time & Billing

• Time tracking with start/stop timer

• Expense tracking and categorization

• Invoice generation with line items

• Payment status tracking

🏢 Team Management

• Employee directory

• Department organization

• Office locations (for multi-office agencies)

• Workload and capacity views

⚙️ Automations

• 7 pre-built workflows ready to use:

  • Kickoff meeting scheduler

  • Opportunity won notifications

  • Payment notifications (created & paid)

  • Budget breach alerts

  • Task completion notifications

  • Expense receipt reminders

• Customize any workflow to match your process

• Create unlimited custom automations

Who is Agency OS For?

Agency OS is perfect for:

• Growing agencies (5-50+ people) that need more than spreadsheets

• Professional services firms delivering projects for clients

• Marketing agencies managing multiple client campaigns

• Design studios tracking projects and deliverables

• Development agencies coordinating team and client work

Get Started

Ready to transform how your agency operates?

Create Your Agency OS → Get started at

Next Steps

Once you've created your Agency OS app:

Getting StartedYour First Steps

Quick Navigation

Jump to the section you need:

• Understanding the Home Page - Your daily command center

• App Structure Overview - How Agency OS is organized

• CRM & Sales - Managing leads and opportunities

• Managing Clients - Client relationships and portal

• Projects & Delivery - Getting work done

• Team Management - Managing your people

• Billing & Expenses - Invoicing and payments

• Client Portal - Setting up client access

• Customizing Your Agency OS - Making it yours

• Best Practices - Tips from successful agencies

Need Help?

• Ask Nola: Use Noloco's AI assistant to help customize your Agency OS

• Join the Community: Connect with other agencies using Noloco

• Book a Call: Schedule onboarding support with the Noloco team

Customization Freedom: Everything you see in Agency OS can be customized. Add fields, create new tables, modify workflows, and adjust permissions to match your exact needs.