What you get
🏢 Agency OS
Business · Rs.1499
Stop building from scratch. Duplicate this ready-to-use Notion template and start working in seconds.
- About This Template
- Why pay for this — The only agency template with built-in scope-creep detection, AI prompt pipelines mapped to deal stages, and isolated client portals. 7 connected databases with auto-computing profitability formulas.
- How to Use This Template
- Dedicated database: Clients & Leads
- Dedicated database: Projects
- Dedicated database: Tasks & Deliverables
- Dedicated database: Invoices & Finance
- Dedicated database: Client Portals
- Dedicated database: Resource & SOP Library
- Dedicated database: AI Prompt Pipelines
- What's Included
- Clients & Leads — Full CRM with 6-stage pipeline, deal values, and health scoring
- Projects — Scoped budgets, billing types, progress tracking, and health status
- Tasks & Deliverables — Sprint-based with estimated vs actual hours and scope creep detection
- Invoices & Finance — Revenue + expense tracking with payment status
- Client Portals — Isolated external-facing views for each client
- Resource & SOP Library — Operating procedures, templates, brand assets, and legal docs
- AI Prompt Pipelines — 6+ prompts mapped to CRM stages (lead gen, proposals, scope changes, reports)
Includes pre-loaded sample rows so you can see exactly how it works before customizing.
🔗 Preview the live public template →
How it works:
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