The Agency OS

Stop running your agency across 7 tabs.

Droova is the operating system for modern agencies. Pipeline, projects, white-label client portal, and reporting in one branded workspace per client. Built to consolidate workflows currently spread across HubSpot, ClickUp, Slack, Notion, Copilot, Harvest, and your reporting tool.

7→1
tools consolidated
40-60%
stack cost reduction
3-5h
saved per AM weekly
2-4 wks
to full migration
The status quo

Most agencies are paying the 7-tool tax.

A typical 15-person performance, content, or design agency runs 5-7 SaaS subscriptions just to deliver one engagement. The combined cost shows up on the bill. The hidden cost — context switching, brittle integrations, gaps where work slips through — shows up everywhere else.

Status quo
$1,800-3,000/mo
  • 1
    HubSpot — leads & CRM ($750/mo)
  • 2
    ClickUp — project management ($225/mo)
  • 3
    Slack — internal comms ($120/mo)
  • 4
    Copilot / Notion — client portal ($99/mo)
  • 5
    DashThis — reporting ($99/mo)
  • 6
    Harvest — time tracking ($135/mo)
  • 7
    Zapier — to glue them together ($50/mo)

The hidden cost: 4-7 hours per AM per week lost to context switching, manual updates, and "which file is the latest version?"

With the Agency OS
One bill
  • CRM & pipeline native to each workspace
  • Tasks, kanban, calendar, timelines
  • White-label client portal per engagement
  • Time tracking attached to engagements
  • Real-time reporting from work data
  • Internal team comms inside each project
  • No Zapier glue — everything is one DB

The unlock: One source of truth per client. Every team member sees the same context. Every client sees real progress.

How the OS works

Four layers. One workspace. One source of truth per client.

Every engagement flows through the same four layers — and because they live in one product, the handoff between each is instant. No exports, no imports, no "who has the latest version" panic.

01
Pipeline

Replaces: HubSpot, Salesforce, Pipedrive

Lead in. Engagement out. Full context preserved.

Inbound leads, partner referrals, and outbound conversations land in the CRM with full discovery notes. Proposals are tracked stage-by-stage with decision-makers, competing alternatives, and follow-up dates. When an SOW is signed, the engagement workspace is auto-created — every word the salesperson promised travels with it.

  • Pipeline stages mapped to your real sales motion
  • Discovery notes, decision-maker tracking, call outcomes
  • One-click conversion from won deal to active workspace
  • Pipeline value & weighted forecast in real time
02
Projects

Replaces: ClickUp, Asana, Monday, Trello

Workstreams, deliverables, and time logged where work happens.

Each engagement structures into workstreams with tasks, owners, deadlines, and time tracking. Drafts, decks, audit reports, and frameworks live inline. Clients review and approve inside the workspace — no email threads, no version drift, no "which file did the client say yes to?" Time logged on each task ties directly to engagement margin reporting.

  • Kanban, list, calendar, and timeline views
  • Engagement templates codify your firm's IP
  • Approval workflows with timestamped sign-offs
  • Time tracking by task, workstream, engagement
03
Client Portal

Replaces: Copilot, Notion shares, Loom updates

White-label visibility that earns the renewal automatically.

Every client gets a branded portal — your logo, your colors, your domain. No login wall: magic link or scoped access. They see milestones, deliverables, approvals, decisions pending. Internal task assignments and team conversations stay private. Most account managers report saving 3-5 hours per week previously spent compiling and sending weekly status updates.

  • Full white-label (logo, colors, custom domain)
  • Multi-stakeholder access with role-scoped views
  • Real-time progress, no manual status updates
  • Approval-ready deliverable streams
04
Reporting

Replaces: DashThis, AgencyAnalytics, spreadsheets

Reporting that builds itself from the work data.

Because every layer of the OS feeds into the same database, reporting writes itself. Engagement margin in real time. Hours-to-budget per workstream. Time-on-account by consultant. Pipeline forecast. Renewal risk. No exports to Excel, no manual deck building — just dashboards your partners can refresh on a Monday morning before the leadership meeting.

  • Engagement margin reporting in real time
  • Hours-to-budget by phase, workstream, consultant
  • Pipeline forecast & renewal risk surfacing
  • Branded client reports auto-generated weekly
Migration playbook

From a 7-tool stack to one workspace in 4 weeks.

We've migrated agencies running ClickUp + HubSpot + Slack stacks more times than we can count. The playbook is the same. Most teams ship their first client engagement on Droova by end of week one.

Week 1
Foundation
  • ·Workspace setup & branding
  • ·Team seats & permissions
  • ·First engagement template
  • ·CRM pipeline mapping
Week 2
First Client
  • ·Migrate 1 pilot engagement
  • ·Activate client portal
  • ·Onboard pilot client
  • ·Run first weekly cycle
Week 3
Scale Up
  • ·Migrate remaining retainers
  • ·Codify 3-5 templates
  • ·Train rest of team
  • ·Switch off old tools
Week 4
Reporting
  • ·Configure dashboards
  • ·Engagement margin views
  • ·Renewal risk alerts
  • ·Steady state achieved

White-glove migration support included for teams of 10+ seats. A dedicated implementation contact maps your stack to Droova templates, imports your active engagements, and trains your team — typically over 2-3 calls in the first two weeks.

FAQ

What agencies ask before they switch.

What does 'Agency OS' actually mean?

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Agency OS is shorthand for an operating system designed around how agencies and consultancies actually work — leads, projects, deliverables, client portals, and reporting living in the same workspace instead of fragmented across 7 tools. Most agencies run a patchwork: HubSpot for pipeline, ClickUp for projects, Slack for comms, Notion for docs, Google Drive for files, Harvest for time, DashThis for reports. An Agency OS replaces that stack with one workspace per client where every layer of the engagement flows into the next.

How is this different from project management software like Asana or ClickUp?

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Project management is one layer of the OS, not the whole thing. Asana and ClickUp give you tasks and timelines but no CRM, no client portal, no reporting, and no white-label client experience. Most agencies bolt on HubSpot ($50/seat), a portal tool like Copilot ($29/mo), and a reporting tool like DashThis ($39/mo) to make those PM tools work for client services. Droova ships all of that as one product.

How quickly can we migrate? We have 12 active retainer clients on a fragmented stack.

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Most agencies are productively using Droova within the first week. A full migration from a 5-7 tool stack typically takes 2-4 weeks — mostly spent building engagement templates that codify your firm's IP, not moving data. We provide white-glove migration support for accounts of 10+ seats: a dedicated implementation contact maps your stack to Droova templates, imports your active engagements, and trains your team. Compared to a Kantata or Mavenlink rollout (often 4-6 months), this is a step change in time-to-value.

What does it actually cost compared to running 7 separate tools?

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A typical 15-person agency runs ~$1,800-3,000/month in tool subscriptions (HubSpot $750, ClickUp $225, Slack $120, Copilot $99, DashThis $99, Harvest $135, Notion $120, plus integrations like Zapier). Droova consolidates that to one bill. Public pricing isn't live yet — we'd rather give you a number that fits your team in a 30-minute demo than guess in a chart. The pattern: per-internal-seat pricing, clients are always free, freelancers can be added scoped to projects. Most teams cut their stack cost 40-60%.

Does Droova replace our CRM, or do we keep HubSpot?

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It replaces HubSpot for the agency motion. Droova's CRM is built around the lead-to-engagement lifecycle: discovery notes, pipeline stages, proposal tracking, one-click conversion from won deal to active workspace with the full sales context preserved. For agencies using HubSpot mostly as a sales pipeline (not for marketing automation), Droova is a complete replacement. For agencies running heavy email marketing automation in HubSpot Marketing Hub, you can keep that and use Droova for the engagement lifecycle — but most customers consolidate.

What about white-labeling the client portal?

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Full white-label is built in. Each client portal carries your logo, brand colors, and (optionally) your custom domain — clients see your firm, not Droova. There's no login wall: clients access via magic link or scoped access (your choice). They see milestones, deliverables, approvals, key updates — exactly the surface you choose to share, no internal task assignments or team conversations. Most account managers report saving 3-5 hours per week previously spent on weekly status emails.

We're a 4-person studio. Is this overkill for us?

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No. The smallest customer running on Droova today is a 1-person independent consultant with 4 retainer clients. The product scales: workspaces are workspaces whether you have 1 seat or 50. The value proposition for small agencies is different but stronger — at 4 people, you can't afford to lose 6 hours a week to context switching between tools. Most boutique studios consolidate at month 1 and never look back.

How does Droova compare to ClickUp + HubSpot + Copilot specifically?

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That's the most common stack we replace. ClickUp gives you tasks but no client experience. HubSpot gives you pipeline but doesn't connect to your project work. Copilot adds a portal but doesn't integrate with either. The result: you're maintaining three separate tools, paying ~$170/seat/month combined, and clients still get a fragmented experience because the integrations between them are brittle. Droova ships all three layers (PM, CRM, portal) as one product, on one bill, with one source of truth per client.

Can clients see real-time progress without us sending status emails?

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Yes — that's a core part of the OS. Every action in the workspace (task completed, deliverable submitted, milestone hit) updates the client portal in real time. Clients open one branded link and see exactly where their engagement stands. Most agencies eliminate weekly status emails entirely. Account managers report 3-5 hours/week saved per AM at the team level.

What integrations does Droova have if we want to keep some tools?

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Native integrations are rolling out through 2026 — Slack notifications, Google Workspace, Figma file embeds, and Stripe billing are first-class. The product philosophy is consolidation rather than integration, so most of what other tools do (CRM, projects, comms, reporting) lives inside Droova natively. For tools you want to keep (your design tool, your accounting software), we focus on clean handoffs rather than complex two-way sync.

Run your agency on one workspace.

Book a 30-minute demo with bring-your-own-engagement. We'll walk through your actual workflow and show you what consolidation looks like in your specific context.