# Agency OS

## Your agency, all in one place

Agency OS is a pre-built Noloco app designed for growing agencies. It replaces disconnected spreadsheets and fragmented tools with a single connected system — covering your sales pipeline, client relationships, project delivery, team management, and financials.

{% @arcade/embed url="<https://app.arcade.software/share/KMqmFvGXTmD8b5i3a5xv>" flowId="KMqmFvGXTmD8b5i3a5xv" %}

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## The problem it solves

Most growing agencies run on a patchwork of tools — a CRM here, a project tracker there, invoices in a spreadsheet, client updates by email. None of it talks to each other. Data gets copied manually, things fall through the gaps, and every "what's the status?" email costs you time you don't have.

Agency OS is one connected system. A deal won in CRM becomes a client. A client gets a project. A project generates tasks, time entries, expenses, and invoices. Your client sees their project progress and invoices in a branded portal — without ever seeing your internal data. Everything flows forward automatically.

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## What's included

### CRM & Sales

Track every deal from first contact to signed client — Kanban pipeline, sales performance dashboard, company and contact management, and a full interaction log.

### Clients

A gallery of your active clients, each with a 5-tab record covering deals, projects, invoices, interactions, and company details. One status change converts a lead to a client — no duplication.

### Project Management

Three pages covering every dimension of delivery: Projects (with Project Health and Budget Health % monitoring), All Tasks (Board View and List View), and Team Workload (the manager's view for balancing assignments and surfacing overdue work).

### Team

A team directory grouped by Employment Type, with a Skills field for finding the right person fast. An admin-only Team Cost tab shows Hourly Rate and Monthly Cost — financial data that powers budget monitoring across every project.

### Financials

Four pages: Client Invoices (with paid history by client), Revenue Dashboard (collected revenue, trends, and outstanding by client), Team Billables (hours and value by employee, project, and client), and Team Expenses.

### Client Portal

A branded, real-time portal where clients see their projects, tasks, and invoices — and nothing else. No internal data, no other clients' information, no team costs. Use it in sales demos to show prospects what their experience will look like before they sign.

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## Who it's for

Agency OS is built for **B2B agencies between 5 and 50 people** — marketing agencies, consulting firms, design studios, and digital services companies.

It's the right fit if you're:

* Running your agency on spreadsheets and ready for something better
* Paying for multiple disconnected tools (CRM + project management + finance) that don't talk to each other
* Growing fast and need a system that scales with you without breaking

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## Ready to use. Easy to customise.

Agency OS works on Day 1 — sample data included so you can see how everything connects before adding your own. When you're ready to adapt it, use Build Mode to rename pages, add fields, adjust views, and extend the system to match your exact workflows. No code required.

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## Get started

{% hint style="success" %}
**Create your Agency OS** → [Get started here](https://portals.noloco.io/onboarding/?type=agency-os\&entry=guides)
{% endhint %}

Once you're in:

{% content-ref url="agency-os/getting-started" %}
[getting-started](https://guides.noloco.io/solutions/agency-os/getting-started)
{% endcontent-ref %}

{% content-ref url="agency-os/your-first-steps" %}
[your-first-steps](https://guides.noloco.io/solutions/agency-os/your-first-steps)
{% endcontent-ref %}

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## Guide index

| Guide                                                                                                 | What it covers                                               |
| ----------------------------------------------------------------------------------------------------- | ------------------------------------------------------------ |
| [App Structure](https://guides.noloco.io/solutions/agency-os/app-structure)                           | How every section connects                                   |
| [CRM & Sales](https://guides.noloco.io/solutions/agency-os/crm-and-sales)                             | Sales Pipeline, Dashboard, Companies, Contacts, Interactions |
| [Managing Clients](https://guides.noloco.io/solutions/agency-os/managing-clients)                     | Client gallery, 5-tab record, portal access                  |
| [Projects & Delivery](https://guides.noloco.io/solutions/agency-os/projects-and-delivery)             | Projects, All Tasks, Team Workload, time tracking            |
| [Team Management](https://guides.noloco.io/solutions/agency-os/team-management)                       | Directory, Team Cost, billing chain                          |
| [Billing & Expenses](https://guides.noloco.io/solutions/agency-os/billing-and-expenses)               | Invoices, Revenue Dashboard, Team Billables, Expenses        |
| [Home Page](https://guides.noloco.io/solutions/agency-os/home-page)                                   | My Work, My Time, My Expenses                                |
| [Client Portal](https://guides.noloco.io/solutions/agency-os/client-portal)                           | What clients see, access setup, Reply vs Note                |
| [Customising Your Agency OS](https://guides.noloco.io/solutions/agency-os/customizing-your-agency-os) | Build Mode, integrations, optional extensions                |
| [Best Practices](https://guides.noloco.io/solutions/agency-os/best-practices)                         | Tips for getting the most out of the system                  |

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## Need help?

* **Ask Nola** — Noloco's AI assistant can help you navigate and customise
* **Book a call** — [Schedule onboarding support with the Noloco team](https://noloco.io/onboarding)
* **In-app chat** — contact Noloco support at any time from within the app