Agency OS
Combination of key hackable tools to run any type of digital agency.
Created by Directus and NuxtLabs.
Agency OS is heavily based on using Directus as a backend as a service, this will store all of the data related to your agency, projects and clients.
Main Features
The agency os kit is made out of the following 3 tools:
- CRM
- Marketing website
- Client Portal
CRM
A CRM (customer resource management) is a common type of business software.
A CRM is mainly used to keep track of customers of a business.
The exact way this software is used can vary highly from business to business because of differences in how they operate.
The agency OS CRM allows you to:
- manage organizations and contacts
- create a sales pipeline
- make dynamic project proposals
- use project and task management
- create customizable project templates
- access to invoicing and expense tracking
- create dashboards
- apply automation
Marketing Website
Agency OS also includes a marketing website which is built with Nuxt.
This website can be used to:
- present the benefits of the agency to potential clients.
- show of past projects of the agency as case studies.
- write articles for content based marketing of the agency.
The features that the website already has created for you are
- dynamic page builder based on html and components.
- blog posts with categories
- dynamic form generation with validation
- technical SEO support
- global search
- dark mode
Client Portal
A client portal can be a valuable addition to the toolbox of an agency. It let's clients of your agency log in to a platform where you can provide them updates of how their project is progressing.
The agency OS client portal has the following features:
- view projects, tasks and files
- pay invoices with stripe
- assign tasks to clients.
Getting Started
Watch the youtube playlist to get a impression and understand how to setup Agency OS.
The github readme also gives a good step by step plan of how to deploy your own agency os.
Links: