Template
Agency Operating System
A ready-to-use, customizable Agency Operating System to run clients, projects, delivery, people, and finances in one connected system, so you stay in control as you scale.
About this template
What worked when you were 5 people rarely works at 50. As your agency grows, visibility breaks, client delivery starts to feel stitched together, and your “systems” become fragile.
Agency Operating System gives you a single, connected place to run the full delivery engine of your business (clients, projects, delivery, people and finances), so leadership can see what's happening without reconciling five different tools.
It also upgrades the client experience. Instead of chasing updates across email threads and shared folders, clients get a branded, secure portal where they can track progress, approve work and access what they need, without you losing control.
And unlike rigid off-the-shelf software, this template is agency-ready by default and flexible by design: start with proven workflows, then tailor every field, view, automation and permission to fit your exact services and delivery style.
It's a pre-built Noloco app, set up with the core workflows and building blocks most agencies need. Add fields and tables, adjust workflows, and fine-tune permissions to match how your agency actually operates.
Who it's for
Growing B2B agencies (5–50+ people) that have outgrown spreadsheets and patchwork tools, and need a real operating system.
Marketing and growth agencies, consultancies, and digital and IT service firms running multi-client delivery.
Leaders who want visibility, standardization and a premium client experience, without hiring engineers or being forced into rigid software.
What's included
- CRM and sales: leads, contacts, opportunities, pipeline and sales reporting
- Client management: client accounts and contacts, with branded portal access and role-based permissions
- Project delivery: projects, tasks, assignments and comments, in multiple views such as Kanban and timeline
- Time and billing: time tracking, expenses, invoicing and payment status
- Team management: a team directory, with capacity and workload views
- Automations: pre-built workflows you can edit and extend
Why teams use it
- One source of truth across the agency (clients, work, people, money), so you always know what's going on
- Fewer status-update emails, with a professional client portal for visibility, approvals and shared context
- Safer delegation with role-based access and guardrails: less “founder as the system”
- Standardized delivery that still fits your agency, not a rigid PSA workflow you have to adapt to
- Scale capacity without scaling tool sprawl, by consolidating delivery and client collaboration into one platform
Ready to try the Agency Operating System?
Start from this template and connect your own data, or explore the live demo first.
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Build your portal today
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