Agency Operating System

Replaces the chaos of spreadsheets, disconnected tools, and status-update email threads with one source of truth for your agency.

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Description

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, flexible by design: start with proven workflows, then tailor every field, view, automation, and permission to fit your exact services and delivery style.

Template Details

A pre-built Noloco app that comes set up with the core workflows and building blocks most agencies need—fully customizable.

Included modules

CRM & Sales: leads, contacts, opportunities, pipeline, sales reporting
Client Management: client accounts/contacts + branded portal access, role-based permissions
Project Delivery: projects, tasks, assignments, comments, multiple views (e.g. Kanban/timeline)
Time & Billing: time tracking, expenses, invoicing, payment status
Team Management: team directory, capacity/workload views
Automations: pre-built workflows you can edit and extend

Customizable by default

Add fields/tables, adjust workflows, and fine-tune permissions to match how your agency actually operates.

Who is this template for?

Growing B2B agencies (5–50+ people) that have outgrown spreadsheets and patchwork tools, and need a real operating system.

Marketing & Growth agencies, sultancies, and digital/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.

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What are the benefits of using this template?

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.

Agency Operating System