Agency Os
The operating system we built to run the agency - admin, team and client portals for projects, invoicing, contracts, KYC and reporting, all in one place.
Built for the way we actually run the work.
Three portals, one system
Admin, team and client dashboards share one source of truth - projects, people, money and deliverables, always in sync.
Accounts & provisioning
Create and manage client, team and agency-partner accounts from one place - roles, access and per-partner Slack all set up in a few clicks.
Leads & CRM
Inbound leads from the site land in a built-in CRM - track each one from new to won, so nothing slips between a first enquiry and a signed client.
Hiring & applications
Job applications arrive with resumes attached and move through a review and status pipeline - hiring runs in the same system as the work.
Invoicing & finance
Multi-currency client and team invoicing with FX, GST, expenses and a live P&L - approvals are a click, never automatic.
Contracts & e-sign
Generate, send and countersign contracts from a Tiptap editor, with a full audit trail for both clients and the team.
KYC & compliance
Onboarding, KYC and compliance checks for the team, so payouts and contracts only move when everything is in order.
Capacity & utilization
See who has room and who is stretched across the team, so work gets assigned from real utilization numbers, not guesswork.
Want to use Agency Os for your team?
We license the cazyweb platform to selected partners and run it for our own clients. Tell us what you need and we will set you up.