Manage Your Entire Business
in One Unified Place
Manage Your Entire Business
in One Unified Place
Manage Your Entire Business
in One Unified Place
Agency OS is a Notion template that helps agencies and organizes their operations, clients, and projects in one centralized workspace with pre-built workflows and dashboards to streamline processes and replace multiple tools.
Agency OS is a Notion template that helps agencies and organizes their operations, clients, and projects in one centralized workspace with pre-built workflows and dashboards to streamline processes and replace multiple tools.
Agency OS is a Notion template that helps agencies and organizes their operations, clients, and projects in one centralized workspace with pre-built workflows and dashboards to streamline processes and replace multiple tools.
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.
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.
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.
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 Customization
$299
✓
Agency OS template
✓
Tutorial Videos and examples
✓
7-day money-back guarantee
✓
Lifetime updates for one price
✓
Personalized setup to fit your business
✓
Branded to match your business
✓
30-minute walkthrough call
Get Agency OS
Agency OS Template
$99
✓
Agency OS template
✓
Tutorial Videos and examples
✓
7-day money-back guarantee
✓
Lifetime updates for one price
✗
Personalized setup to fit your business
✗
Branded to match your business
✗
30-minute walkthrough call
Get Agency OS
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."
"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
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
Watch our video tour to see Agency OS in action
FAQs
Answers to common questions.
What is Agency OS?
What is Agency OS?
Who can use Agency OS?
Who can use Agency OS?
Can I use it with a free Notion account?
Can I use it with a free Notion account?
How do I set up Agency OS?
How do I set up Agency OS?
Can I customize the template?
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!