Agency OS | CRM & Business Manager
About this template
Introducing Agency OS – Your Complete Business Management Solution
Agency OS provides everything you need to efficiently manage and scale your agency. From client management to financial tracking, this has you covered.
Client Management Made Easy
📁 Client Pages: Create detailed client pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data to deliver exceptional service.
Empower Your Team
👥 Employee Pages: Effectively manage your HR processes and employee development. Assign tasks, clients, and teams, and track progress to foster growth and improvement.
💪 Training Modules & Plans: Develop and assign training materials to upskill your team. Monitor progress across various training plans to ensure continuous improvement.
Streamline Project Management
✅ Projects & Tasks: Create and manage client tasks and projects with ease. Prioritize tasks, set deadlines, and delegate work efficiently.
⏳ Time Tracking: Easily track billable hours for each client and streamline the invoicing process. Use quick-action buttons to record time spent on tasks effortlessly.
Stay Financially Informed
🏦 Finance Tracker: Keep track of income, expenses, and profit with our intuitive finance tracker. Create invoices, direct debits or flat fees for each client and manage payments seamlessly.
Set and Achieve Goals
🎯 Targets: Set and monitor agency targets to stay focused and drive progress. Track deadlines and measure success with ease.
Efficient Calendar Management
📆 Calendar: Schedule and manage events, appointments, and meetings seamlessly. Integrate with Google Calendar for enhanced functionality.
Boost Your Marketing Efforts
📢 Marketing Manager: Strategize and execute marketing campaigns effectively. Organize social media activities, create lead magnets, and devise growth strategies to expand your business.
🧲 Lead Manager: Nurture your lead pipeline and track progress toward conversion. Tailor communication to meet client needs and drive conversions.
Seal the Deal with Professional Proposals
🤝 Proposals: Prepare and organize business proposals, success stories, and case studies for maximum impact and success.
Access Valuable Resources
ℹ️ Resources & WIKI: Centralize agency best practices, forms, and information in one convenient location. Explore the 20-page template WIKI for useful tutorials and integration tips to optimize your workflow.
Also Included...
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