The Operating System for Modern Marketing Agencies.
Centralize your clients, projects, task boards, dynamic brand intake forms, and slot bookings in one powerful workspace.
- 3 tasks waiting in review board
- 2 client intake forms completed
Calendar Schedule
View upcoming deadlines
Built for agencies. Loved by teams worldwide.
Everything you need. All built in.
Purpose-built tools for marketing agencies. Streamline intake forms, client bookings, project lifecycles, and team tasks.
Client Management
Manage all client profiles, brand logos, contact information, and project histories in one centralized hub.
Project Lifecycles
Track project statuses, client assignments, completion progress, and custom brand logos effortlessly.
Kanban Task Board
Organize tasks across custom statuses: Pending, Scheduled, In Progress, In Review, Completed, and Archived.
Dynamic Intake Form Builder
Create brand-level intake forms with mandatory core questions and generate shareable public links.
Client Booking Engine
Set custom time slots, allow clients to book consultations (`/book/[slug]`), and manage appointments.
Calendar & Schedule View
Visualize deadlines, scheduled tasks, and team deliverables with interactive calendar views.
Role-Based Access Control
Manage Admin, Manager, and Member permissions with custom task types and protected route guards.
Activity Logs & Audit Trail
Track full system activity history, client onboarding responses, and audit records with total transparency.
AI Tools that enhance
agency productivity.
AI Writing Enhancement
Refine task descriptions, polish project briefs, and generate clear client communications automatically.
"Enhance task summary: Create brand guidelines for Gym Client..."
AI Intake Response Breakdown
Automatically extract key client deliverables and requirements from submitted dynamic intake forms.
- • Logo & Brand Color Assets Received
- • Core Target Audience Identified
- • 3 Milestone Tasks Auto-Created
AI Task Assistant
Smart suggestions for task titles, priority flags, deadline estimates, and team member assignments.
Automated Workflows & Notification Triggers
Automatically move tasks to In Review when deliverables are uploaded, notify managers on deadlines, and keep client projects synchronized.
Automated Task Status Transitions
Triggers status updates upon task completion or review approval
From intake to delivery.
All in one workflow.
Every step of client onboarding, task scheduling, and project execution unified in one real-time dashboard.
- Dynamic Brand Intake Forms
- Client Appointment Slot Booking
- Project & Client Management
- Kanban Task Boards with Custom Statuses
- Calendar & Milestone Tracking
- Role-Based Access Controls (Admin, Manager, Member)
- Audit Trail & Event Activity Logs
| Project Name | Status | Completion | Assignees | Deadline |
|---|---|---|---|---|
| DG Marketing (KSA) | In Progress | 75% | S A O | Aug 2 |
| Alpha Rebranding | In Review | 90% | M K | Jul 31 |
| Super Diet Campaign | Scheduled | 45% | O S | Aug 5 |
| Itihad Gym Onboarding | Pending | 60% | A L | Aug 10 |
| Stampa Awareness Ads | Completed | 100% | K S | Jul 20 |
Ready to manage your agency
smarter and faster?
Eliminate administrative friction. Deliver projects with total transparency and control.
Custom Brand Forms
Missed Deadlines
Booking Availability
"AgencyOS changed the way our agency operates. Everything from lead intake forms to project deliverable boards is organized and clear."