Manage Your Entire Business
in One Unified Place

Agency OS is a Notion template that helps agencies manage operations, clients, and projects in one streamlined workspace.

Get Agency OS

All Your Tools, One Workspace

Centralize your entire business in one streamlined space.

Projects Management

Manage projects from start to finish and keep teams aligned.

CRM

Track leads, manage clients, and streamline communication.

Marketing

Plan campaigns, manage content, and track performance.

Sales

Manage sales pipelines, close deals, and track revenue.

Finances

Stay on top of invoices, expenses, and subscriptions.

Resources

Centralize SOPs, files, and team docs for easy access.

Projects Management

Manage projects from start to finish and keep teams aligned.

Resources

Store and organize essential resources to keep teams informed.

CRM

Track leads, manage clients, and streamline communication.

Sales

Manage sales pipelines, close deals, and track revenue.

Marketing

Plan campaigns, manage content, and track performance.

Finances

Track income, expenses, and financial performance efficiently.

Pay once, use forever.

Enjoy lifetime access, ongoing updates, and no subscription fees.

Agency OS Template

$99

$149

One-time payment

✓

Agency OS template

✓

Tutorial Videos and examples

✓

7-day money-back guarantee

✓

Lifetime updates

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Email support to answer your questions

✗

30-minute walkthrough call

Get Agency OS

Payment secured on Notion

Custom Notion Build

Custom

One-time payment

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Custom Notion build

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Integration with your existing tools

✓

Fully Automated Workflow

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Priority support

Book a call with Simo

Payment secured on LemonSqueezy

Testimonials

Still Not Convinced? See What Agency Owners are Saying About Agency OS

Still Not Convinced?
See What Agency Owners are Saying About Agency OS

Hear directly from the teams using our Notion templates—from small startups to large enterprises.

"Agency OS is about as close to a perfect system for as I have found. Instantly made my video agency more organized."

Mike Tucker

Founder

Great template would highly reccomend.
Yitzchok Schwartz
Business Owner
This template had everything I needed and has supercharged my team. Thankyou loads!
Zac Hardman
Business Owner
Absolutely the best template that covers everything needed . The financial aspect is the best one I’ve found.
Vy tran
Business Owner
Simo was able to get me a template that helps me run my whole freelancing business and it's sped up my workflow.
Chris
Owner of Voeltner Media
Simo's Notion templates are truly impressive, combining exceptional design with remarkable functionality.
Hamza
Creator
The Finance Planner is very easy to use with the most important features I needed to handle my finances.
Jordi Rodriguez
Solopreneur

Simo's templates are meticulously crafted, minimalist yet comprehensive - everything I love!
Notionglobe
Solopreneur
I had several requests and ideas in regard to what I wanted to implement for my dashboard and he made it all happen.
Andy Reloads
Content Creator
Constantly amazing templates that are easy to use. Thank you so so much!
Grace
Business Owner
Amazing service! Such a whizzz at notion. And amazing comms throughout.
Harrison
Marketing Agency Owner
It was nice working with Simo. Work in detail and record videos for explanation. Highly recommended !
Carla Chanhc
Business Owner
Simo was very responsive and cooperative throughout our project, consistently meeting deadlines.
Laura Rtitb
Business Owner

Features

What Agency OS Offers

Everything you need to manage projects, collaborate, and succeed.

Easy to Setup
Download the template and start right away with a quick, hassle-free installation so you can focus on your agency.
Visual Charts
See your performance with clear, easy charts that let you track progress and understand your data at a glance.
Project Management
Stay on top of your projects with simple tools that help you manage tasks and deadlines from start to finish.
Sales Pipeline
Track your prospects and manage customer relationships effortlessly by monitoring proposal statuses and sales opportunities in one view.
Resources Management
Keep all your agency’s files in one spot by easily organizing documents, assets, and SOPs for fast access.
Marketing Dashboard
Keep an eye on your active campaigns with one view that makes tracking results and managing content easy.
Financial System
Handle invoices, expenses, and subscriptions in one place while quickly checking your financial reports to keep control of your money.
Easy to Setup
Download the template and start right away with a quick, hassle-free installation so you can focus on your agency.
Visual Charts
See your performance with clear, easy charts that let you track progress and understand your data at a glance.
Project Management
Stay on top of your projects with simple tools that help you manage tasks and deadlines from start to finish.
Sales Pipeline
Track your prospects and manage customer relationships effortlessly by monitoring proposal statuses and sales opportunities in one view.
Resources Management
Keep all your agency’s files in one spot by easily organizing documents, assets, and SOPs for fast access.
Marketing Dashboard
Keep an eye on your active campaigns with one view that makes tracking results and managing content easy.
Financial System
Handle invoices, expenses, and subscriptions in one place while quickly checking your financial reports to keep control of your money.
Easy to Setup
Download the template and start right away with a quick, hassle-free installation so you can focus on your agency.
Visual Charts
See your performance with clear, easy charts that let you track progress and understand your data at a glance.
Project Management
Stay on top of your projects with simple tools that help you manage tasks and deadlines from start to finish.
Sales Pipeline
Track your prospects and manage customer relationships effortlessly by monitoring proposal statuses and sales opportunities in one view.
Resources Management
Keep all your agency’s files in one spot by easily organizing documents, assets, and SOPs for fast access.
Marketing Dashboard
Keep an eye on your active campaigns with one view that makes tracking results and managing content easy.
Financial System
Handle invoices, expenses, and subscriptions in one place while quickly checking your financial reports to keep control of your money.
Easy to Setup
Download the template and start right away with a quick, hassle-free installation so you can focus on your agency.
Visual Charts
See your performance with clear, easy charts that let you track progress and understand your data at a glance.
Project Management
Stay on top of your projects with simple tools that help you manage tasks and deadlines from start to finish.
Sales Pipeline
Track your prospects and manage customer relationships effortlessly by monitoring proposal statuses and sales opportunities in one view.
Resources Management
Keep all your agency’s files in one spot by easily organizing documents, assets, and SOPs for fast access.
Marketing Dashboard
Keep an eye on your active campaigns with one view that makes tracking results and managing content easy.
Financial System
Handle invoices, expenses, and subscriptions in one place while quickly checking your financial reports to keep control of your money.

Easy to Setup
Download the template and start right away with a quick, hassle-free installation so you can focus on your agency.
Visual Charts
See your performance with clear, easy charts that let you track progress and understand your data at a glance.
Project Management
Stay on top of your projects with simple tools that help you manage tasks and deadlines from start to finish.
Sales Pipeline
Track your prospects and manage customer relationships effortlessly by monitoring proposal statuses and sales opportunities in one view.
Resources Management
Keep all your agency’s files in one spot by easily organizing documents, assets, and SOPs for fast access.
Marketing Dashboard
Keep an eye on your active campaigns with one view that makes tracking results and managing content easy.
Financial System
Handle invoices, expenses, and subscriptions in one place while quickly checking your financial reports to keep control of your money.
Easy to Setup
Download the template and start right away with a quick, hassle-free installation so you can focus on your agency.
Visual Charts
See your performance with clear, easy charts that let you track progress and understand your data at a glance.
Project Management
Stay on top of your projects with simple tools that help you manage tasks and deadlines from start to finish.
Sales Pipeline
Track your prospects and manage customer relationships effortlessly by monitoring proposal statuses and sales opportunities in one view.
Resources Management
Keep all your agency’s files in one spot by easily organizing documents, assets, and SOPs for fast access.
Marketing Dashboard
Keep an eye on your active campaigns with one view that makes tracking results and managing content easy.
Financial System
Handle invoices, expenses, and subscriptions in one place while quickly checking your financial reports to keep control of your money.
Easy to Setup
Download the template and start right away with a quick, hassle-free installation so you can focus on your agency.
Visual Charts
See your performance with clear, easy charts that let you track progress and understand your data at a glance.
Project Management
Stay on top of your projects with simple tools that help you manage tasks and deadlines from start to finish.
Sales Pipeline
Track your prospects and manage customer relationships effortlessly by monitoring proposal statuses and sales opportunities in one view.
Resources Management
Keep all your agency’s files in one spot by easily organizing documents, assets, and SOPs for fast access.
Marketing Dashboard
Keep an eye on your active campaigns with one view that makes tracking results and managing content easy.
Financial System
Handle invoices, expenses, and subscriptions in one place while quickly checking your financial reports to keep control of your money.
Easy to Setup
Download the template and start right away with a quick, hassle-free installation so you can focus on your agency.
Visual Charts
See your performance with clear, easy charts that let you track progress and understand your data at a glance.
Project Management
Stay on top of your projects with simple tools that help you manage tasks and deadlines from start to finish.
Sales Pipeline
Track your prospects and manage customer relationships effortlessly by monitoring proposal statuses and sales opportunities in one view.
Resources Management
Keep all your agency’s files in one spot by easily organizing documents, assets, and SOPs for fast access.
Marketing Dashboard
Keep an eye on your active campaigns with one view that makes tracking results and managing content easy.
Financial System
Handle invoices, expenses, and subscriptions in one place while quickly checking your financial reports to keep control of your money.

Take a Closer Look Inside Agency OS

See the entire Agency OS interface in one tall snapshot.

Get Agency OS

Watch how Agency OS can help you

Watch our video tour to see Agency OS in action

FAQs

Answers to common questions.

What is Agency OS?

Who can use Agency OS?

Can I use it with a free Notion account?

How do I set up Agency OS?

Can I customize the template?

Still have questions? Send us an email hello@simonotion.com.

Ready to Organize Your Business?

Everything you need to organize your business in one spot. Get started with Agency OS today!

Manage Your Entire Business in One Unified Place

Manage Your Entire Business in One Unified Place

Manage Your Entire Business in One Unified Place

Get Agency OS

Get Agency OS

All Your Tools, One Workspace

Projects Management

CRM

Marketing

Sales

Finances

Resources

Projects Management

Resources

CRM

Sales

Marketing

Finances

Pay once, use forever.

$99

Get Agency OS

Custom

Book a call with Simo

Testimonials

Still Not Convinced? See What Agency Owners are Saying About Agency OS

Still Not Convinced? See What Agency Owners are Saying About Agency OS

"Agency OS is about as close to a perfect system for as I have found. Instantly made my video agency more organized."

"Agency OS is about as close to a perfect system for as I have found. Instantly made my video agency more organized."

"Agency OS is about as close to a perfect system for as I have found. Instantly made my video agency more organized."

Mike Tucker

Yitzchok Schwartz

Zac Hardman

Vy tran

Chris

Hamza

Jordi Rodriguez

Notionglobe

Andy Reloads

Grace

Harrison

Carla Chanhc

Laura Rtitb

Features

What Agency OS Offers

Easy to Setup

Download the template and start right away with a quick, hassle-free installation so you can focus on your agency.

Visual Charts

See your performance with clear, easy charts that let you track progress and understand your data at a glance.

Project Management

Stay on top of your projects with simple tools that help you manage tasks and deadlines from start to finish.

Sales Pipeline

Track your prospects and manage customer relationships effortlessly by monitoring proposal statuses and sales opportunities in one view.

Resources Management

Keep all your agency’s files in one spot by easily organizing documents, assets, and SOPs for fast access.

Marketing Dashboard

Keep an eye on your active campaigns with one view that makes tracking results and managing content easy.

Financial System

Handle invoices, expenses, and subscriptions in one place while quickly checking your financial reports to keep control of your money.

Easy to Setup

Download the template and start right away with a quick, hassle-free installation so you can focus on your agency.

Visual Charts

See your performance with clear, easy charts that let you track progress and understand your data at a glance.

Project Management

Stay on top of your projects with simple tools that help you manage tasks and deadlines from start to finish.

Sales Pipeline

Track your prospects and manage customer relationships effortlessly by monitoring proposal statuses and sales opportunities in one view.

Resources Management

Keep all your agency’s files in one spot by easily organizing documents, assets, and SOPs for fast access.

Marketing Dashboard

Keep an eye on your active campaigns with one view that makes tracking results and managing content easy.

Financial System

Handle invoices, expenses, and subscriptions in one place while quickly checking your financial reports to keep control of your money.

Manage Your Entire Business
in One Unified Place

Manage Your Entire Business
in One Unified Place

Manage Your Entire Business
in One Unified Place

Still Not Convinced?
See What Agency Owners are Saying About Agency OS