Client → project → invoice in one flow
The Clients, The Projects, The Time Tracker and The Invoices share the same data. No more re-entering client info five times.
Run your entire agency in one AI operating system
Most agencies pay for HubSpot, Asana, Harvest, DocuSign, QuickBooks and Slack — then duct-tape them together with Zapier. Company OS is the agency management software that gives you clients, projects, time tracking, contracts, invoices, client portals and AI agents in one operating system built for service businesses.
Who this is for
Creative, digital, marketing and consulting agencies from 2 to 50 people who bill client work by project or retainer.
Why teams switch to Company OS
Client Portal included
Every client gets a branded portal with files, messages, quotes and project updates — no Notion-share hacks.
AI agents handle the busywork
Drafting proposals, summarising meetings, chasing overdue invoices, weekly client reports — automated.
Lead → Quote → Contract → Project → Time → Invoice → Client Portal
Lead
New enquiries land in The Clients with source, owner and pipeline stage — no separate CRM subscription.
Quote
The Quote turns scope into a branded proposal with options and pricing the client can accept online.
Contract
The Contracts converts the accepted quote into an e-signable agreement, stored against the client record.
Project
The Projects spins up the delivery plan, tasks, milestones and owners directly from the signed scope.
Time
The Time Tracker logs billable and non-billable hours per project, per person, against the agreed budget.
Invoice
The Invoices pulls approved billable time and fixed fees into an invoice, then syncs to Fortnox, Visma or Wint.
Client Portal
The Client Portal gives the client a branded login with files, messages, quotes and live project status.
What this replaces
- HubSpot Sales (~€90/mo) → The Clients
- Asana / Monday (~€60/mo) → The Projects
- Harvest / Toggl (~€50/mo) → The Time Tracker
- DocuSign (~€40/mo) → The Contracts
- Client portal tool (~€40/mo) → The Client Portal
How to move over
- Export clients and deals from your current CRM as CSV — The Setup maps the fields and blocks duplicates.
- Import open projects and tasks the same way; historical time entries can be imported per project.
- Keep your accounting system: Company OS syncs invoices to Fortnox, Visma or Wint instead of replacing your books.
- Invite clients to The Client Portal once the first project is live — no migration needed on their side.
Company OS vs Typical agency stack
Frequently asked
Is Company OS built for agencies?
Yes — it ships with The Clients (CRM), The Projects, The Time Tracker, The Quote, The Contracts, The Invoices, The Client Portal and AI agents. Every workflow an agency needs, in one platform.
Can clients log in to see project status?
Yes. The Client Portal gives each client a branded login with messages, files, quotes, and live project updates.
How does this compare to Productive, Scoro or Teamwork?
Same scope on the agency side, plus 40+ other tools (HR, knowledge base, AI agents, brand management) and AI built into every workflow — for one flat per-seat price.
Does it handle retainers as well as project work?
Yes. Retainers run as recurring projects with a monthly hour budget, and The Invoices bills each cycle automatically while The Time Tracker shows burn against the retainer.
Related reading
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