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Run every client from one screen.

One white-labeled platform for CRM, inbox, booking, campaigns and online stores, so you stop juggling a tool per client.

Start free See the product
app.agencyos.com/agencies/acme/businesses/demo-realty/deals

Sales pipeline

New deal
New$12k

Ada Chen

$4,200hot

Marcus Lee

$8,000
Qualified$21k

Priya Shah

$21,000hot
Proposal$33k

Devon Brooks

$18,500

Rae Kim

$14,500hot
Won$18k

Tomás Ruiz

$18,000

Features

One workspace instead of ten tools.

CRM & pipelines

Contacts, deals, tasks and a full timeline in one record.

AI lead scoring

Know which leads to call first, and why.

Unified inbox

Email and WhatsApp replies in a single thread.

Automation & campaigns

Workflows, drip sequences and broadcasts that run on every lead.

Booking & forms

Real availability, intake forms and per-form analytics.

Sites & online store

Build the site, sell from it, take UPI and card payments.

Analytics

Sales, pipeline and campaign results in one dashboard.

Multi-client workspaces

Roles, snapshots and clean separation between clients.

Product tour

See what a client workspace looks like.

CRM & Pipeline

Every contact, deal, and conversation in one record

Contacts, deals, tasks, and full activity history live together, scoped cleanly per client.

  • Drag deals between stages with optimistic updates
  • Multiple pipelines with custom stages
  • Close deals as won or lost with a reason
app.agencyos.com/agencies/acme/businesses/demo-realty/deals

Sales pipeline

New deal
New$12k

Ada Chen

$4,200hot

Marcus Lee

$8,000
Qualified$21k

Priya Shah

$21,000hot
Proposal$33k

Devon Brooks

$18,500

Rae Kim

$14,500hot
AI Lead Scoring

Know which leads are worth calling first

Every new lead is scored on intent, urgency, and budget — with the reasoning spelled out.

  • Hot / warm / cold classification
  • Plain-language explanation per score
  • Lead source and attribution on the profile
app.agencyos.com/agencies/acme/businesses/demo-realty/contacts/ada-chen
AC

Ada Chen

ada@chenfamily.com · via website form

Qualified

Lead score

82 hot

Intent
Asked pricing twice
Timeline
Within 7 days

Timeline

Form submitted
AI scored: 82
WhatsApp sent
Note added
Unified Inbox

Email and WhatsApp replies, in one thread

Every channel lands in the same conversation. Reply, leave an internal note, or ask AI what the customer wants.

  • Email and WhatsApp in one place
  • Internal notes your customer never sees
  • AI conversation summaries
app.agencyos.com/agencies/acme/businesses/demo-realty/inbox

Ada Chen

Is the 3-bed still available?

Marcus Lee

Thanks, see you Tuesday

Priya Shah

Can you send the brochure?

Hi, is the 3-bed on Elm still available?
Yes! Want me to book a showing this week?
Internal note: pre-approved — fast-track
AI summary: wants a showing, budget ready
Workflow Automation

Set the rule once. It runs on every lead.

Build real, running rules — not a manual checklist someone forgets.

  • Triggers: new lead, form submit, stage change
  • Wait steps and reply conditions
  • Send messages, create tasks, notify your team
app.agencyos.com/agencies/acme/businesses/demo-realty/workflows/new

Speed-to-lead follow-up

Trigger

Lead created

Wait

2 hours

Condition

Replied?

Action

Notify sales manager

Sites

A client-ready site, built on the same data

Publish pages that write straight into the pipeline your team already works from.

  • Prebuilt section library
  • Draft preview before publishing
  • Page versions and per-site settings
app.agencyos.com/agencies/acme/businesses/demo-realty/sites/lakeview

Sections

Hero
Listings
Testimonials
Contact form

● Published — live on your domain

Ecommerce

Sell online for your clients, from the same workspace.

Build the storefront in the site builder and take payment at checkout.

  • UPI, cards, netbanking and cash on delivery via Razorpay or Stripe
  • Cart, checkout and order pages included, no separate shop platform
  • Every order lands on the customer's CRM record
app.agencyos.com/agencies/acme/businesses/fashion-store/commerce/orders

Orders

New product

Orders today

24

Revenue

₹58,400

Low stock

3

#1042Ananya Rao₹2,590Paid · UPI
#1041Rohit Mehta₹4,180COD · Pending
#1040Sara Khan₹1,790Paid · Card
#1039Dev Patel₹3,250Shipped

How it works

01

Connect

Link your client's inbox, WhatsApp number, and calendar.

02

Set the rules

Scoring, auto-replies, and follow-ups — configured once per client.

03

Watch it run

Leads get scored, routed, and followed up on without anyone opening a spreadsheet.

Simple pricing that grows with your agency.

Pick the tier that matches how many clients you run and which features you need. Switch any time.

Secure card payments by Stripe. Cancel any time. Every new agency gets 3 months free with all features, no card needed.

Give every client a system, not a spreadsheet.

  • White-labeled as your own brand
  • No per-client tool sprawl
  • CRM, sites, store, and campaigns in one place
Start free