Agency Command OS β Run Your Entire Agency From One Notion Dashboard
π¨ You're running your agency across 4 different tools. That stops today.Most 2β10 person agencies run on a patchwork of SaaS subscriptions β a CRM here, a project tool there, a time tracker somewhere else, invoices in a spreadsheet. Nothing connects. Data lives in three places. Your team wastes 30 minutes a day just switching tabs.Agency Command OS is a single Notion workspace that replaces all of it.β‘ What's insideπ€ CRM & Pipeline Track every company, contact, and deal in one place. Move deals through your pipeline with a single click. Log every call, email, and meeting in the Activity Log β linked automatically to the right company and contact. See exactly where every lead came from in Lead Sources.π Project Management Run client projects from kickoff to delivery. Organise work into Sprints, break Sprints into Tasks, and log time against every task in Time Entries. No more hunting through ClickUp to find what's overdue.π³ Finance & Invoicing Create invoices, track expenses, and snapshot monthly revenue β all without leaving Notion. See your outstanding A/R at a glance. Know your numbers without opening a spreadsheet.π Client Portals Give clients a clean, professional page to view project updates and deliverables. Built directly inside the same workspace β no extra tools, no extra logins.π SOPs & Brand Assets Document your processes once. Store brand files, guidelines, and assets where your team can actually find them.π What Agency Command OS replaces π΄ HubSpot Starter / Pipedrive / Copper β replaced by CRM & Pipeline π΄ ClickUp Business / Asana / Monday β replaced by Projects, Sprints & Tasks π΄ Toggl / Harvest β replaced by Time Entries π΄ Tally / client portal tools β replaced by Client Portals For a 5-person agency, that's roughly $150β200/month in SaaS subscriptions retired β paid back in under two weeks.π¦ What's included β 15 connected databases β Companies, Contacts, Deals, Activity Log, Lead Sources, Projects, Sprints, Tasks, Time Entries, Invoices, Expenses, Revenue Snapshots, Client Portals, SOPs & Docs, Brand Assets β Custom flat icons across every database β Pre-built views, filters, and properties on every database β Demo data to show you exactly how everything connects β π Start Here guide β step-by-step setup in under an hour β Who this is for Freelancers who've outgrown spreadsheets and need a real system Agencies of 2β10 people tired of paying for 4 tools to do 1 job Notion users who want a production-ready agency workspace, not a template they have to build themselves β Who this is not for Agencies that need advanced accounting (this tracks invoices and expenses, not bank reconciliation β keep your QuickBooks) Teams of 30+ who need enterprise CRM features People who prefer to build their own Notion systems from scratch βοΈ Requires Notion Plus or higher ($10/user/month). Does not include Notion itself.
Get it β maruanite.gumroad.com