StacksMesh OS
Agency management software

The agency management software that runs your whole agency.

StacksMesh OS replaces the spreadsheets, docs, and chat tools your agency runs on. CRM, proposals, projects, client portal, payments, and AI — one intelligent workspace.

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30-day Growth trial · No credit card required

app.stacksmesh.com / dashboard
Pipeline
$142k
+18% vs last month
Proposals
12
3 awaiting decision
Active projects
7
2 launching soon
Leads pipeline
This week
New
14
Qualified
9
Proposal
6
Won
3
AI Assistant
Follow-up drafted for Priya (Vertex)
"Hi Priya — following up on the audit findings we shared Tuesday. Ready to walk you through the migration plan whenever works."
InsertCopyRegenerate
Next best actions
Send Vertex proposalDue today
Approve Atlas milestoneReady for review
Invoice · Helios Studio$4,800 due Fri
Payments due$18.2k
Helios$4.8k
Atlas$7.2k
Vertex$6.2k
Everything in one place

Nine modules. One workspace. Zero tool sprawl.

Purpose-built for agencies that sell, deliver, and support client work.

Lead & Sales Pipeline

Track leads by source, owner, stage, and follow-up date. No more spreadsheet CRMs.

Proposal Builder

Draft strategic proposals with pricing options, share via link, and convert approved ones into projects.

Project Delivery

Milestones, tasks, blockers, deliverables, and project health for every engagement.

Branded Client Portal

Give clients a clean view of progress, files, proposals, payments, and approvals.

Payments & Retainers

Track invoices, receipts, outstanding balances, and recurring retainer usage.

Documents & Approvals

Central document room with permissioned exchange and structured approvals.

Support Tickets

Client change requests and questions in one inbox — not scattered across email.

AI Assistant

Draft summaries, proposals, follow-ups, and client updates next to your real data.

Audit Hub

Base44, technical, and app audits with clear recommendations for clients.

Why agencies switch

From duct-taped tools to one operating system.

Old way
With StacksMesh OS
One spreadsheet per client
One workspace per agency, one view per client
Proposals in Google Docs
Proposal builder with share links, comments, and approval
Files in random Drive folders
Client-scoped document room with permissions
Payments tracked in a notebook
Invoices, receipts, and outstanding balances per client
Status updates in Slack/WhatsApp
Branded client portal with live status
AI in a separate tab
AI drafts next to real leads, proposals, and projects
Client portal included

A premium client experience out of the box.

Every client gets a branded portal for progress, files, proposals, payments, approvals, and support. No more "any updates?" emails.

Explore the client portal
Client portal · Helios Studio
Website redesign · Q2
Project progress65%
Milestones
  • Discovery
  • Wireframes
  • Visual design
  • Build
  • Launch
Awaiting your approval
Homepage v2 design · needs sign-off
ApproveRequest changes
Payments$12,000 of $18,000 paid
Deposit
$6,000
Paid
Midway
$6,000
Paid
Final
$6,000
Due Aug 12

Agency management software FAQ

Agency management software is a single workspace that runs the whole agency lifecycle — leads, proposals, projects, clients, documents, payments, and support — instead of stitching together spreadsheets, docs, and chat tools.
30-day Growth trial · No credit card

Run your agency on one platform.

Start your 30-day Growth trial and see how StacksMesh OS replaces your patchwork of tools.

Start Free TrialBook a Demo