CRM

AgencyOS: is a Self-hosted System for Digital Agencies and Startups

Hazem Abbas

Aug 15, 2024 — 3 min read

Agency OS is a robust open-source project management system built on top of Directus, tailored specifically for digital agencies and creative teams.

It provides a comprehensive set of tools designed to streamline project workflows, enhance team collaboration, and manage client relationships effectively.

AgencyOS is a complete platform designed specifically for digital web agencies. It offers a comprehensive suite of tools to manage client relationships, projects, and website creation and updates, among other essential functions.

The system also includes an integrated CRM and a feature-rich client portal, making it an all-in-one solution for agencies looking to streamline their operations and enhance client interactions.

As it is based on Directus, you can deploy the backend to your server as DigitalOcean, then deploy the front-end which is created using Nuxt and Vue on any hosting as Netlify or Vercel.

Features:

Web site management
Project Management
Task Management: Allows for detailed task assignment, tracking, and completion, ensuring that all project aspects are handled efficiently.
Timeline and Milestones: Visualize project timelines with milestones, ensuring that projects stay on track.
Client Management
CRM Integration: Includes a built-in CRM to manage client details, track interactions, and maintain strong client relationships.
Client Portal: A dedicated portal where clients can view project progress, approve deliverables, and communicate with the team.
Team Collaboration:
Internal Communication Tools: Facilitates seamless communication within the team through integrated chat and notification systems.
Document Sharing and Management: Securely share and manage documents and files among team members.
Resource Management:
Time Tracking: Monitor and log the time spent on tasks to manage resources and bill clients accurately.
Budget Management: Track project budgets to ensure that projects remain profitable and within financial constraints.
Customization and Extensibility:
Modular Architecture: The platform is highly customizable, allowing agencies to tailor it to their specific workflows and needs.
API and Integrations: Easily integrates with other tools and platforms through APIs, ensuring that Agency OS can fit seamlessly into existing tech stacks.
Organizations and contacts
Sales pipeline and activities
Dynamic project proposal builder
Project and task management
Customizable project templates
Invoicing and expense tracking
Customize and build your own dashboards without writing code
Automate processes using Directus Flows
Private authenticated portal for clients to self-serve
Clients can view their projects, tasks, and files
Clients can pay invoices through Stripe
Assign tasks to clients as part of project templates
Easy to install using Docker