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AgencyOS

Command Centre

Run your Digital Agency from one place.

Overview

Your day-to-day, in one dashboard

The Command Centre is the dashboard every Partner runs their Digital Agency from. It is your CRM, your sales pipeline and your lead generation engine, with Pulse, your AI assistant, built in to help you work through it all. Clients, prospects, projects, tasks and reports live in the one place, so you always know where every relationship and every deal stands.

Inside the Command Centre

A tour of the dashboard

Every screen here is the live product, as Partners use it each day. Pick a screen, or let the tour run.

Dashboard Overview

What you get

Everything you need to run the business

Six parts of one system, so nothing about a client, a deal or a project is ever in two places.

  • CRM and Contacts

    Every client and prospect in one record, with their organisation, deals, notes and a complete activity trail.

    • Contacts and organisations with full history
    • Segmented contact lists, with bulk tagging and tasks
    • Notes and activity on every record
    • Export to CSV whenever you need it

  • Sales Pipeline

    Track every opportunity through each stage of your sales process and keep deals moving toward close.

    • Deals by stage, from first conversation to signed client
    • Complete visibility across communication and activity
    • See what is a priority and who owns it
    • Keep every deal moving

  • Pulse, your AI Assistant

    Pulse lives inside the Command Centre. It helps you carry out tasks, make smarter decisions and move faster, working with your own clients and data.

    • Carry out day-to-day tasks with a prompt
    • Make smarter decisions with your own data to hand
    • Move faster across every part of the agency
    • Always in reach, on every screen

  • Lead Generation

    AI-built playbooks for the industries you want to win, so outreach starts from insight rather than a blank page.

    • Five fresh Lead Gen Reports every day
    • Industry, ideal-customer and outreach playbooks
    • Pairs with the Lead Generation Programme
    • Leads go straight into your pipeline

  • Projects and Tasks

    Delivery for every client, planned and tracked, with a calendar that stays in step with Google.

    • Projects with milestones, budgets and expenses
    • A Drive folder for every project
    • Tasks with priorities and assignees
    • Calendar synced both ways with Google Calendar

  • Reports and Brand Kits

    Branded reports that show clients the value you deliver, from digital audits to social campaigns.

    • Digital Audit Reports: SEO, social, PageSpeed and local SEO
    • Content Studio for social content, campaigns and analytics
    • Brand Kits applied to every report you send
    • A help desk with knowledge base and tickets

Why it matters

One place to run everything

When your CRM, pipeline, projects and AI assistant share one system, you spend your day with clients rather than with spreadsheets. The Command Centre is where a Digital Agency becomes a business you can see, steer and scale.

  • See every client, deal and project in one view
  • Let Pulse take on the drafting, summarising and chasing
  • Never lose a lead between tools
  • Scale the agency without scaling the admin

Keep exploring

More of AgencyOS

Running a Digital Agency requires the right technology, support and guidance. AgencyOS brings together every component you need to run and grow yours.

Explore AgencyOS