StacksMesh OS
Agency operating system

What is an agency operating system?

An agency operating system connects your CRM, proposals, projects, payments, documents, client portal, and support into one shared workspace — so your team can move from first lead to final delivery without losing context.

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The full lifecycle

Lead → Meeting → Proposal → Project → Portal → Payment.

One system for every stage of the client relationship.

  1. 1
    Lead
  2. 2
    Meeting
  3. 3
    Audit
  4. 4
    Proposal
  5. 5
    Payment
  6. 6
    Project
  7. 7
    Portal
  8. 8
    Support
What it replaces

Six pillars, one workspace.

Instead of six subscriptions that don't talk to each other.

CRM & Sales

Leads, sources, owners, follow-ups, and deal stages in one pipeline.

Proposals

Draft, share, comment, approve, and convert proposals into projects.

Project Delivery

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

Client Portal

One clean portal for progress, files, payments, approvals, and support.

Payments & Retainers

Invoices, receipts, outstanding balances, and recurring usage.

AI Assistant

Summaries, drafts, and follow-ups next to your real client data.

Client portal CRM with project management Proposal software

Agency operating system FAQ

An agency operating system is one connected workspace that runs the full client lifecycle — CRM, proposals, projects, payments, documents, client portal, and support — instead of stitching together separate tools.
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Run your agency on one operating system.

Start your 30-day Growth trial and connect sales, delivery, and the client experience.

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