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Work · July 21, 2026

Agency OS

Run your entire agency from one Notion system

What it does

Agency OS is the complete Notion operating system for freelancers and micro-agencies: an 8-stage CRM, projects, tasks, branded client portals, invoicing with a follow-up cadence that gets you paid, meeting notes, and 6 pre-written SOP playbooks — all connected with working rollups. Ships with a realistic sample agency pre-loaded so you learn by exploring. Duplicate it, add your clients, and be live in under an hour. Works fully on Notion's free plan, including client portals.

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