Agency Operations Platforms
All-in-one business management platforms for running a modern agency — CRM, projects, invoicing, client portals, and automation.
Our picks
All Agency Operations Platforms tools
Systemlypick
SystemlyBusiness OS for AI agencies — CRM, projects, invoicing, and AI in one
Odoo
Odoo S.A.Open-source ERP suite — 50+ modules, infinitely configurable
Twenty
TwentyOpen-source CRM built for modern teams — Salesforce alternative
Notion
Notion LabsThe all-in-one workspace millions of teams use as their business OS
Attio
AttioData-driven CRM built for modern B2B teams
HubSpot
HubSpotThe market-leading CRM, marketing, and sales platform
ClickUp
ClickUp"One app to replace them all" — ambitious all-in-one work OS
Scoro
ScoroBusiness management software built specifically for agencies
Airtable
AirtableSpreadsheet-database hybrid — build your own business OS
Monday.com
monday.comVisual work OS trusted by 225,000+ teams worldwide
Feature comparison
| Feature | Systemly | Odoo | Twenty | Notion | Attio | HubSpot | ClickUp | Scoro | Airtable | Monday.com |
|---|---|---|---|---|---|---|---|---|---|---|
| CRM & pipeline | Partial | Partial | Partial | Partial | ||||||
| Project management | Partial | — | Partial | Partial | ||||||
| Invoicing & payments | — | — | — | Partial | Partial | — | — | |||
| Client portal | — | — | — | Partial | Partial | Partial | Partial | |||
| Built-in AI | Partial | Partial | Partial | Partial | ||||||
| Workflow automations | Partial | Partial | Partial | |||||||
| Time tracking | — | — | — | — | — | — | ||||
| Free tier | — | — | ||||||||
| Open-source option | — | — | — | — | — | — | — | — |
Partial = available with limitations or on higher tiers
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