Templates · Agency
Agency CRM
Lead pipeline with proposals — the board where the money happens.
New business is a mess of inbox threads and half-remembered calls — you find out a lead went cold when they sign with someone else.
Agency CRM, installed — the Pipeline Board view with sample records already in it.
What gets installed
2 connected databases, with fields, relations and views pre-wired.
Leads
Proposals
Ships with 4 saved views: Pipeline Board (board) · Follow-ups Due (table) · Won (table) · Proposal Board (board)
How this template works
How this works
A light pipeline: Leads move through stages; Proposals track what you sent and for how much. For the fuller Accounts/Contacts/Opportunities model, install Sales CRM instead.
Then put an agent on it
An agent reviews the pipeline daily, surfaces leads with no follow-up logged, and drafts the next touch against each one.
It runs on your own Claude or ChatGPT over MCP — never metered, never marked up — and every move it makes waits at an approval gate. How agent runs work →
More agency templates
Client Projects & Tasks
Clients, contacts, projects, tasks and invoices — the whole agency backbone, interlinked.
Client Space
A per-client space you share with the client — tasks, deliverables, meetings, requests.
Content Pipeline
Ideas rated, articles through an editorial board, organized by topic clusters.
See the bigger picture: how agencies run on StoryOS →
Install Agency CRM in one click.
Start free — 30 days of Pro, no card. Unlimited records, and your own AI is never metered.
Template contents synced from the product registry, 2026-07-26.