Inside AgencyOS
Your whole agency, from lead to invoice.
A shared client record, clear handovers and tools for the work in between. Explore how your team and configured agents work together.
How the platform works
One client. From first conversation to paid invoice.
Keep the context as work moves between sales, client management, delivery and finance.
Keep the next conversation moving.
- Your team
- Choose who to contact and confirm the next step.
- AgencyOS
- Keep lead details, meeting stages and follow-ups together.
- Next handover
- A qualified opportunity is ready for a proposal.
Your team controls the process. The base plan supports your own workflows and agents; Bespoke adds custom development. Managed delivery is scoped separately. Compare the plans.
Powered by Otto
The agent framework for agencies
Meet Otto. Agents built for agency work.
Otto is the agent framework inside AgencyOS. Built on frontier models and trained on how agencies sell, deliver and serve clients, Otto runs agents across customer service, sales and production, using all the data on every client.
Website production is one example: from client brief to a first draft your team can review.
- 01
You set the brief
Confirm the client’s goals, audience, pages and brand direction.
- 02
Otto prepares a draft
Use the website builder to turn that brief into a page plan and preview.
- 03
Your team reviews
Check content and design, request changes and approve the work before delivery.
Choose how much support you need. Build and connect your own agents on AgencyOS, have us develop them with Bespoke, or agree a production scope with Fully Managed.
See what each plan includesExplore the modules
What your team can work with.
Open a module to see its capabilities. Your plan determines how much configuration, development and delivery support we provide.
AI agentsAI tools and agents configured around your workflows.
- Production, client manager, sales & finance agents
- CEO, CFO, COO & CSO dashboards
- Executive AI assistant (chat & voice)
- AI task agents
- Meeting summaries
- Gmail, Outlook & calendar sync
SalesFind, call and close from one screen.
- Lead search & enrichment
- Power dialer with call recording
- Live transcription & AI coaching
- Pipeline & quote builder
- Sales presentations & scripts
- Call scoring & BDR weekly reports
Contracts & onboardingConnect signed agreements to the client kickoff.
- Online contracts & e-signing
- Automatic renewals
- Credit checks
- Kickoff booking & documents
- Welcome emails
Client managementKeep clients longer and grow them.
- Client hub & client brain
- Monthly numbers per client
- Satisfaction surveys incl. survey calls
- Churn scores & upsell signals
- Customer-success tasks
Production & deliveryPlan, assign and review your delivery work.
- Task library & templates
- Auto-assigned daily tasks
- Website builder & support
- Email hosting
- Workload & capacity forecast
SEO & contentA full SEO stack inside the platform.
- Keyword research & positions
- Rank tracking
- Public client SEO reports
- AI content generation & optimisation
- Backlinks & citations
FinanceInvoice, collect and forecast.
- Invoices & invoice groups
- Debt collection & payment schedules
- Accounting sync (QuickBooks)
- Financial model & company valuation
- Salary, commission & bonus
People & HRHire, track and keep your team.
- Recruitment with AI interviews
- Time tracking & auto clock-out
- Holidays & leave
- KPI & bonus system
- Employee satisfaction
Review your tool stack
What could you bring together?
Compare your own subscription costs with the €2,000 AgencyOS base plan.
These tools cover areas that AgencyOS also supports. We review feature coverage and integrations with you before deciding what to replace.
Your entered monthly spend
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Compare costs excluding VAT. This compares subscriptions only: implementation, custom work and third-party usage are additional. It assumes the entered subscriptions could be fully replaced.
Get in touch
See how it fits your agency.
Bring your current workflow and tool list. We’ll walk through the platform and discuss the setup and support you need.
1-hour meeting · No obligation · Scheduled through Calendly