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Run your agency
without the chaos.

One platform for tickets, finance, HR, payroll, CRM, and AI. Replace every spreadsheet and disjointed tool your team hates using.

Unified intelligenceCore AI
Talent managementHR · Payroll
Fiscal controlFinance
Delivery flowOperations
Client portalBranded CX
Predictive analyticsReporting
Resource allocationCapacity
Time & attendanceTracking
Secure infrastructureEnterprise
Global scalabilityCloud native
Unified intelligenceCore AI
Talent managementHR · Payroll
Fiscal controlFinance
Delivery flowOperations
Client portalBranded CX
Predictive analyticsReporting
Resource allocationCapacity
Time & attendanceTracking
Secure infrastructureEnterprise
Global scalabilityCloud native

One platform.
to manage it all.

Ticketing, CRM, HR, and Finance are deeply integrated so your tickets, deals, people, and revenue all talk to each other in real time.

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✦ GOOD AFTERNOON
Good afternoon, Alex
Monday, May 19th · 1:59 PM · 8 active items today
Active Items
4
Tickets
4
Deliverables
Today's Focus
2
In Progress
Weekly Progress
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adam piano
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Amani Silva
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chandy jay
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Harshamal D...
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nahiri mayers
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james dee
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peter valler
Project Kanban BoardClick to Move
TO-DO (2)
IN PROGRESS (2)
COMPLETED (1)
01
01
Ticketing & Operations

Projects orchestrated. Delivery perfected.

Move beyond generic issue trackers. A ticketing and Kanban environment purpose built for agencies where deliverables, client approvals, time logs, and invoicing all live on the same card.

  • Agency first Kanban boards designed for creative workflows
  • Structured deliverables with native client approval cycles
  • Margin tracking and automatic billing gates to protect revenue
Explore Ticketing & Operations
Backlog2
#2038Low

Social Media Strategy Q3

#2039Med

UI Kit Refinement

In Progress1
#2041High

Homepage Hi-Fi Mockups

Done1
#2040High

Brand Identity v2.0

Payment required
Deliverable approved
02
02
CRM & Client Management

Deals won. Clients managed.

A complete six stage CRM pipeline from first contact to signed agreement. Generate AI proposals, collect digital signatures, and manage every client retainer, contract, and asset in one unified space.

  • Six stage pipeline tracking deals from new lead to won or lost
  • AI proposals with public share links and secure digital signature
  • Client hub detailing retainers, active contracts, and secure credentials
Explore CRM & Client Management

Lead

2

Horizon Media

$18k

Stackwell

$7k

Proposal

1

Nexus Labs

$32k

Negotiation

1

Vanta Co.

$24k
New lead: Horizon Media $18k

Renews in 14 days

$24k retainer

03
03
HR & Payroll

People managed. Payroll automated.

Complete employee management from day one onboarding to monthly payslip dispatch. Automatically handle leave requests, log hours, and calculate payroll with localized tax compliance.

  • Leave allocations, requests and multi step approval workflows
  • Period payroll with EPF, ETF, and APIT taxes automatically calculated
  • Structured onboarding checklists, attendance logs and payslip generation
Explore HR & Payroll
Team CapacityLive
A
Ayla R.
online
98%
M
Marcus T.
leave
0%
P
Priya K.
online
72%
J
Jordan L.
online
58%

Gross Payroll

$0.0k

Net Payable

$0.0k

3 leaves pending

Payslips filed

12 employees payroll

04
04
Finance

Revenue tracked. Profit protected.

Professional invoicing and quotations linked directly to live projects and contracts. Integrated with accounting tools for seamless synchronization without double entry or reconciliation errors.

  • Invoicing with custom approval flows and overdue tracking
  • Detailed quotations that convert to invoices in a single click
  • QuickBooks and Zoho Books real time accounting synchronization
Explore Finance

Total Billed

$0
+41.5%

Active MRR

$0
+12.0%
Revenue GrowthYTD Trajectory
Invoice paid · $12.8k

QuickBooks synced

3 invoices · 2m ago

05
05
Client Portal

Every client. One secure view.

Provide clients with a white label secure portal to monitor progress, review deliverables, and clear invoices. Centralize retainer tracking, contract terms, and client access credentials internally.

  • White label client portal covering tasks, approvals and payments
  • Secure social credential vault supporting multiple platforms per client
  • Retainer utilization tracking and automatic renewal alerts
Explore Client Portal
portal.agencyos.io/nexus-labs

Client Dashboard

Nexus Labs

NL

Open Tasks

6

To Review

2

Unpaid

$4.2k

Awaiting Action

Homepage redesign, final round

Please review deliverables

Renews in 14 days
8 platforms connected
06
06
Agenie AI

Intelligence, Synthesized.

An intelligent assistant that analyzes your entire agency ecosystem across work, clients, team capacity, and cash flow. Ask natural language questions to generate live charts, summaries, and action items.

  • Live cross module queries on revenue, capacity, leave and pipeline
  • Autonomous chart and visualization generation on demand
  • Draft proposals, emails and reports using real time agency context
Explore Agenie AI
Revenue ↑ 41% MoM
Analyzing HR and Finance...

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