Agency Operations

The complete operations stack for agencies and consultancies. Manage clients, projects, proposals, and team communication without the enterprise price tag. Perfect for freelancers going agency.

$51/mo
monthly
7
tools
2h 35m
setup time

Best For

Business Type
Agency
Technical Level
Technical, Low-Code, No-Code
Team Size
Solo Founder, Tiny Team, Small Team
Budget
$0-50/mo, $50-200/mo, $200-500/mo
🤝

Collaboration

$10/mo

Notion

$10/moeasy

Central hub for wikis, project docs, and client portals. One workspace for everything.

Setup time: 30 minPlus: $10/mo per member for team features
Integrates with: slack, calendly
Alternatives:
Coda — More powerful automations, steeper learning curve
Confluence — Better for large orgs, Atlassian ecosystem
Quick start guide →

Slack

Freeeasy

Team communication hub. Slack Connect for client channels keeps everything organized.

Setup time: 15 minFree tier works for small teams, Pro at $7.25/mo per user
Integrates with: notion, hubspot, calendly
Alternatives:
Discord — Free, better for communities, less professional
Microsoft Teams — Better if clients use Microsoft 365
Quick start guide →
📈

Growth

$14/mo

HubSpot CRM

Freemedium

Free CRM with contact management, deals, and pipeline. Grows with you.

Setup time: 45 minFree CRM is generous, paid starts at $20/mo
Integrates with: slack, calendly, stripe
Alternatives:
Folk — Simpler, more personal CRM approach
Pipedrive — Sales-focused, starts at $14/mo
Quick start guide →

Fathom Analytics

$14/moeasy

Simple, privacy-first analytics for agency and client sites. GDPR compliant.

Setup time: 10 min$14/mo for up to 100K pageviews across unlimited sites
Alternatives:
Plausible — Similar features, slightly cheaper
Google Analytics — Free but complex, privacy concerns
Quick start guide →
💳

Payments

Free

Stripe

Freeeasy

Invoicing, subscriptions, and one-time payments. Professional invoices in minutes.

Setup time: 30 min2.9% + $0.30 per transaction, invoicing included free
Integrates with: hubspot
Alternatives:
Wave — Free invoicing, less professional
FreshBooks — More accounting features, $17/mo
Quick start guide →
⚙️

Operations

$27/mo

Calendly

$12/moeasy

Frictionless scheduling for client calls. Eliminates the back-and-forth.

Setup time: 15 minStandard: $12/mo for multiple event types and integrations
Integrates with: slack, hubspot, notion
Alternatives:
Cal.com — Open source, self-hostable, free tier
SavvyCal — More polished UX, $12/mo
Quick start guide →

Loom

$15/moeasy

Async video for client updates, feedback, and tutorials. Better than long emails.

Setup time: 10 minBusiness: $15/mo for unlimited videos and longer duration
Integrates with: slack, notion
Alternatives:
ScreenPal — Cheaper, more editing features
Vidyard — Better for sales, more analytics
Quick start guide →

Want This Stack?

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Monthly Cost Breakdown

PaymentsFree
StripeFree
Operations$27/mo
Calendly$12/mo
Loom$15/mo
Growth$14/mo
HubSpot CRMFree
Fathom Analytics$14/mo
Collaboration$10/mo
Notion$10/mo
SlackFree
Total$51/mo

Estimated monthly cost based on typical usage

Pro tip: Many tools have generous free tiers. Your actual cost may be lower when starting out.

Setup Guide

Total: ~2h 35m
1
Stripe~30 min

Set up Stripe

Start here
2
Calendly~15 min

Set up Calendly

3
Loom~10 min

Set up Loom

4
HubSpot CRM~45 min

Set up HubSpot CRM

Requires: calendly, stripe

5
Fathom Analytics~10 min

Set up Fathom Analytics

6
Notion~30 min

Set up Notion

Requires: calendly

7
Slack~15 min

Set up Slack

Requires: hubspot, calendly

Steps: 7
Estimated time: 2h 35m

Tags

agencyfreelanceclient-servicescollaborationcrm

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