Organize Your Entire Business in One Place
Everything you need to run your agency, all in one place.
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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.
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.
Take a Closer Look Inside Agency OS
Watch our video tour to see Agency OS in action
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.
Pay once, use forever.
Enjoy lifetime access, ongoing updates, and no subscription fees.
Agency OS
$49
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Agency OS template
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Tutorial Videos and examples
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7-day money-back guarantee
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Lifetime updates for one price
Testimonials
What business owners say
Hear directly from the teams using our Notion templates—from small startups to large enterprises.
FAQs
Answers to common questions.
Still have questions? Send us an email hello@simonotion.com.
Ready to Organize Your Agency?
Everything you need to organize your business in one spot. Get started with Agency OS today!