01
Campaign and retainer projects
Kanban, Gantt and flow views for every client, with repeatable processes for monthly retainers.
InsightOS solutions
Marketing agency management software for campaigns, people and clients in one workspace
InsightOS gives UK marketing and creative agencies a single system for campaign projects, team capacity, training, client communication and invoicing, with AI reports that show where delivery is slipping.
Connected operations
01
Campaign and retainer projects
Kanban, Gantt and flow views for every client, with repeatable processes for monthly retainers.
02
Team capacity and time
Attendance, overtime and availability alongside assigned work, so you can see who has room.
03
Client CRM and invoicing
Client records, contracts, meeting scheduling with transcription, VAT invoices and Avenor AI outreach for new business.
One operating view
The operational gap
Agencies run great campaigns for clients while their own operations run on five disconnected tools.
Project boards, time tracking, HR, team chat and invoicing rarely share data, so account managers rebuild status reports by hand and founders struggle to see profitability by client.
InsightOS connects campaign tasks, who is working on them, the hours recorded and the invoices raised, with AI project reports that surface bottlenecks before the client notices.
How InsightOS helps
Deliver client work and run the agency from one place.
02
Team capacity and time
Attendance, overtime and availability alongside assigned work, so you can see who has room.
03
Client CRM and invoicing
Client records, contracts, meeting scheduling with transcription, VAT invoices and Avenor AI outreach for new business.
04
Onboarding and skills
Train new hires and freelancers on your processes and tools with AI-assisted documents and quizzes.
Common questions
Frequently asked questions
Can we manage multiple clients and retainers?
Yes. Each client can have its own projects and recurring processes, and reports show progress and bottlenecks per client.
Does InsightOS include time tracking?
InsightOS records attendance, overtime and task activity. It is designed for understanding capacity and payroll rather than minute-by-minute billable time.
Can freelancers use it?
Yes. Freelancers can be added as users for the months they work with you and removed afterwards, and you only pay for active users.
What does it cost for a 15-person agency?
After the 1 month trial, 15 users would be £750 per month with every feature included.
Your next step
See whether one connected workspace is right for your team.
Explore InsightOS pricing or review where disconnected tools may be adding unnecessary software cost to your operation.