Agency OS is live

NewPipeline and CRM

• Every lead on one board, from booked call to Deal Won. Drop a card on Deal Won and the client record is created for you.
• Follow-up reminders you can assign to teammates, with open ones on their Today view.

Learn how: Using the Pipeline →

NewClient projects and tasks

• Start a client from a template plan (Onboarding, SEO, PPC or custom) or a blank plan.
• Table, Board and grouped List views, with inline subtasks and resizable columns.
• Recurring tasks and subtasks (daily, weekly, monthly) that create the next one when you complete them.
• Custom columns and task statuses per agency, plus priorities and file and link attachments.

Learn how: Projects, sprints, tasks and deliverables →

NewContent board and link tracking

• A content board for every client, editable inline from the List or Board.
• The link-building tracker is a live, sortable spreadsheet inside the app, per client and across all clients. No more Google Sheet syncing.

Learn how: Running content production from the Content tab →

NewPerformance reporting

• Live client reports for SEO, Google Ads, Local Services Ads and Meta.
• Hide any section that doesn't apply with the Sections filter.
• Date-range presets and custom ranges on Meta and PPC reports. Meta reports count on-Facebook lead-form leads, not just pixel conversions.
• Local rank grids show up to 8 maps, each stamped with its scan date.

Learn how: Performance Reporting → · Connecting a client's data sources →

NewToday and search

• Comments, tasks, sales follow-ups and content in one My notifications list, with filters.
• Global search (Cmd+K or /): jump to any client's Tasks, Content, Links, Performance or Overview tab, or open a lead card.

NewWork by email

• Every task has a copyable BCC address. BCC it on an email and the email lands as a comment on that task.
• Status change notifications: when someone moves your task or content card, you get a notification and an email.

NewClaude connector and the Library

• Connect Claude to Agency OS and work your agency from one chat.
• The Library: ready-to-run Claude prompts with step-by-step setup, including CRM import, Asana import and new-lead sync.

Learn how: Connecting Claude to Agency OS → · Claude Connector →