Valion OSAgencyOS · Software template
Agency management software . one connected SaaS workspace.
AgencyOS is a Valion OS software template for your own agency operations . clients, projects, sales, finance, marketing, and AI-assisted workflows. Subscription fees buy software access, not consulting services or a marketplace.
Purpose-built
Built specifically for agencies
Generic business software forces agencies to adapt. AgencyOS is designed around how agencies actually work, winning clients, managing projects, tracking billable hours, sending invoices, and delivering exceptional results.
Everything your agency needs lives in one connected platform.
Client lifecycle
Manage your entire client lifecycle
One client profile. One complete view, from first conversation to long-term partnership.
Win more business
Grow your agency with a connected sales pipeline.
Deliver projects on time
Plan, manage, and deliver with confidence.
Time tracking & billable hours
Ensure every hour is accounted for and every project stays profitable.
- Time tracking
- Billable hours
- Timesheets
- Project budgets
- Resource utilization
- Team productivity
- Client billing
AI-powered agency operations
An intelligent assistant built into every workflow.
Finance & invoicing
Convert completed projects into invoices in a few clicks.
- Quotations
- Invoices
- Recurring billing
- Expenses
- Payments
- Profitability
- Cash flow
- Financial reports
Team collaboration
Every conversation stays connected to the work.
- Shared workspaces
- Task comments
- File sharing
- Team mentions
- Internal notes
- Approval workflows
- Shared calendars
- Activity history
Marketing & client growth
Turn website visitors into long-term clients.
- Email campaigns
- Landing pages
- Lead forms
- Marketing automations
- Newsletters
- Customer journeys
Client portal
Deliver a professional experience from start to finish.
- View project progress
- Approve deliverables
- Download files
- Review invoices
- Pay invoices (your payment provider)
- Request changes
- Communicate with your team
Automation
Automate agency workflows
Focus on delivering exceptional work while automation handles routine tasks.
Lead → Follow-up
Won → Kickoff
Done → Invoice
Paid → Receipt
Client → Onboard
Real-time agency insights
Make data-driven decisions with live reporting.
Built to scale with your agency
Whether you're a team of five or five hundred, everything you need today, and tomorrow.
- Unlimited clients
- Unlimited projects
- Multi-team management
- Multi-location support
- Role-based permissions
- White-label client portal
- API access
- Enterprise-grade security
Pricing
Same Valion plans. Built for agencies.
Starter, Business, and Business Plus — identical platform pricing. Features below are framed for AgencyOS (clients, projects, portal, retainers).
Starter
For freelancers, boutique agencies, and small studios.
- 1 AgencyOS workspace · CRM, Projects & Client Portal
- Up to 7 team members · up to 5 Valion Apps
- Proposals, retainers & Finance invoices · AI Assistant
- 1 agency Website · 10 pages · 1 custom domain · SSL & CDN
- 2 GB website media · 20 GB bandwidth · 25k page views/mo
- 5 forms · 25 case/blog posts · 20 GB storage · 5k AI credits
Business
For growing businesses that need automation and collaboration.
- Everything in Starter, plus:
- Up to 20 team members · up to 10 Valion Apps · multi-location
- HR, Marketing, Booking & Inventory · AI Agents for delivery
- Website: 50 pages · 3 custom domains · Advanced SEO / AEO
- 20 GB website media · 200 GB bandwidth · 250k page views/mo
- 25 forms · 500 posts · 250 GB storage · 50k AI credits
Business Plus
For established businesses managing multiple teams and operations.
- Everything in Business, plus:
- Unlimited team · unlimited apps · multi-branch agency groups
- 3 Websites · unlimited domains · white-label client portal
- Advanced FinanceOS · WhatsApp · AI Voice · audit-ready ops
- 100 GB website media · Fair Use hosting · 2 TB storage
- Fair Use AI · Dedicated Customer Success Manager
Same entitlements as platform pricing. Tax calculated at checkout by Paddle where required. Template choice sets your day-one apps, upgrade anytime.
Summary
Why choose AgencyOS?
One platform. Every client. Every project.
Win more clients. Deliver better work. Grow without limits.
Unify operations so your team collaborates seamlessly, delivers outstanding client work, and scales with confidence, on Valion OS.