Agency OS · B2B growth operating system
Built for agencies and professional service teams: CRM, pipeline, campaigns, communications and referral workflows in one business context, with AI assistance only where providers, permissions and policies are ready.
Workspace overview
Agency pipeline
Pipeline health
184
active lead records
Next governed actions
Review new enquiry
Permission check required
Prepare follow-up
Email channel ready
Call qualified lead
Provider + consent required
Handoff to Strategy
Client context retained
Sample interface only. Provider actions and outcomes require verified configuration and evidence.
Controlled growth workspace
Automation removes repetitive work. Permission, policy and human accountability remain visible.
Score, route and prioritise leads with governed rules and AI-assisted recommendations.
Prepare controlled calling workflows where telephony, consent and callback infrastructure are configured.
Create, review and approve campaign packs before controlled delivery to configured destinations.
Connect recorded campaign activity, pipeline movement and revenue evidence without inventing causality.
Track partner relationships, referrals, activity and agreed commercial records in one workspace.
Keep permission evidence, suppression rules, role boundaries and audit history attached to outbound workflows.
Platform overview
Keep growth work connected without pretending every provider or automation is universally active.
How it works
Automation should remove busywork without removing permission, accountability or human judgement.
01
Bring an enquiry into the correct workspace with source, identity and permission context retained.
02
Score, assign and prepare the next action. AI can recommend; governed rules decide what may proceed.
03
Verify consent, suppression and role authority before communication or provider actions are enabled.
04
Use approved email, SMS, calendar or calling workflows where provider connections are configured.
05
Move a qualified relationship to Strategy Engine or another governed next step without recreating the client.
Product walkthrough
Follow a single agency from onboarding and campaign preparation through lead qualification and measurable next steps.
This recording shows actual Agency OS UI with sanitised, synthetic demonstration data. No real campaign spend, customer results or provider connections are claimed.
Explore the workflow in textSelect a chapter to jump to that part of the video.
Provider-enabled AI calling
Calling is a controlled provider workflow, not an automatic consequence of every lead capture.
Calling starts only after workspace authority, contact permission and provider readiness are confirmed.
Configured agents use approved scripts and knowledge within campaign and compliance limits.
Qualified or sensitive conversations can move to an authorised team member.
Call status and next action are recorded only when provider callbacks or reviewed evidence confirm them.
Attribution evidence
Connect recorded activity, pipeline movement and revenue evidence while keeping correlation separate from confirmed attribution.
Which campaign, referral or recorded interaction is connected to the opportunity?
Does the activity belong to the same governed contact or client?
What pipeline movement occurred after the recorded interaction?
Was value actually recorded rather than inferred from engagement?
Referral partner CRM
Keep partner identity, relationship status, referrals, tasks and commercial records in one governed workspace.
Segment partners by type, geography, relationship status and opportunity.
Prepare and track agreement steps without claiming execution until evidence confirms it.
Record and reconcile agreed referral-fee information without fabricating settlement or payment state.
Measure referrals, opportunities and recorded revenue evidence by partner.
Executive view
Executive reporting should surface recorded pipeline, activity, provider evidence and exceptions—not decorative vanity metrics.
01
Live opportunity state
02
Governed relationship records
03
Provider-confirmed activity
04
Approved delivery status
05
Partner-sourced opportunities
06
Items requiring human action
Plans & access
Confirm the operating workflow, enabled features, subscription terms and provider usage before purchase. Agency OS does not imply unconfigured channels, media spend, telephony or third-party provider charges are included.
Current commercial terms and enabled entitlements are confirmed before activation. No performance outcome is guaranteed.