Agency OS
Run your entire agency from one Notion system
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Agency OS - Run your entire agency from one Notion system

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Agency OS is the complete Notion operating system for freelancers and micro-agencies: an 8-stage CRM, projects, tasks, branded client portals, invoicing with a follow-up cadence that gets you paid, meeting notes, and 6 pre-written SOP playbooks — all connected with working rollups. Ships with a realistic sample agency pre-loaded so you learn by exploring. Duplicate it, add your clients, and be live in under an hour. Works fully on Notion's free plan, including client portals.

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Hey Product Hunt! 👋 I built Agency OS after watching freelancers (myself included) leak money in the gaps between tools — the lead you forgot to follow up with, the invoice that's been "sent" for 23 days, the deliverable buried in a Slack thread.Instead of another project tracker, I wired everything into one Notion system: CRM, projects, tasks, invoices, meeting notes, and client portals that actually talk to each other. The client portal is the sleeper feature — clients stop emailing "any update?" because they can see live status, and agencies charge more because of that one page. It ships with a sample agency pre-loaded, so you learn it by poking around instead of reading docs. And it runs fully on Notion's free plan. Happy to answer anything about how the rollups and portals are built — and I'd love feedback on what module you'd want added next!

The rollups connecting projects to invoicing sound like a lifesaver, honestly. One thing I'd love is a lightweight time tracker inside tasks that rolls hours straight into invoices without copy-pasting. That'd close the loop on billing accuracy for me.