· Latest update
Your plan, your roadmap
We've listened to your feedback and worked hard to bring you the best platform for starting and running an agency. AgencyOSX is now faster and cheaper, and we've officially rolled out usage plans to give you more opportunities to do more inside OSX without breaking the bank. Additionally, we've mapped out everything you need to start your agency with a new roadmap feature that guides you every step of the way. On top of that we've rolled out tons of improvements, bug fixes, a new reward system and much, much more.
Billing
NewUsage Plans: Starter, Pro, and Max#
Pick the plan that fits and your everyday agent work comes bundled in - or stay on Flex and keep paying as you go.
- Included usage every month, measured in plain pay-as-you-go value - doubled for your first month.
- Outreach-ready leads bundled with your first subscription, researched by Kai.
- Pro starts with 14 days free.
- Hit your limit? Switch on Boost to keep working from your wallet - nothing spends without your say-so.
- Live usage meters, early warnings in chat, and plan changes whenever you like.
Growth
NewThe Agency Roadmap#
Your route from where you are to a running, delivering agency - mapped step by step, and personalised to your answers.
- Dozens of tasks across marketing, sales, and delivery, each matched to the specialist who helps you do it.
- Stuck on a step? One tap opens a chat with that task's specialist, already briefed.
- Most tasks complete against real evidence - saved details, accepted documents, live data - not just ticked boxes.
- Level up as you go: Foundation, Launched, In Market, Delivering, Autopilot.
- The dashboard always shows your next task, so you never wonder what to do next.
Growth
NewBadges & Revenue Clubs#
Growth you can show off. Milestones on your roadmap earn badges, and the Revenue Clubs crown them: $1k to $1M per month in cash collected, each one verified by our team before it's yours.
- Submit proof privately - a bank statement or processor screenshot - and we check it personally.
- Verified badges live on your Agency Overview for good.
- Share them with the community - a verified badge says more than any screenshot.
Sales
NewA Real CRM: Pipeline, Contacts, and Scraped Leads#
The leads inbox has grown into a proper CRM, built for the way agencies chase work.
- Pipeline: every lead in play, as a list or a board, with drag-and-drop stages, notes, and duplicate detection.
- Contacts: your shared directory - tags, follow-up dates, appointment history, one-tap call and email.
- Scraped Leads: every lead search and import lands here automatically, ready to promote when it's worth pursuing.
- Bring leads in from anywhere: CSV import with column mapping, the public API, or webhooks.
- Agents can search your saved leads in chat, so "who did we find in Manchester?" just works.
Assets
NewMarketing Vault & Sales Vault#
Two new homes for the assets that run your agency: marketing material organised by channel, and your whole sales system in one place.
- Marketing Vault: cold email, cold DM, cold calling, and paid ads material, organised by channel.
- Sales Vault: scripts, follow-up sequences, proposals, contracts, objection handling.
- Active vs Library, so everyone knows which version is the one in use.
- A full document editor built in: autosave, revision history, imports, inline images.
- Your agents work in the same documents you do - ask Sam to tighten a script and it lands in the right vault.
- Activating a resource checks off the matching roadmap task automatically.
Workspace
ImprovedAgency & Client Dashboards, Rebuilt#
Your Agency Overview is now a command centre, and every client gets the same treatment.
- Milestone timeline, goals, vault shortcuts, ideal customer, and brand identity - all edited right on the page.
- A proper logo crop tool, with changes appearing everywhere at once - even when an agent made them.
- Client pages track fees, ad spend, and KPI targets on your choice of cadence.
- A persistent task checklist per client, with room for multiple points of contact.
- The sidebar now mirrors how agencies run: Acquisition, Sales, and your agents.
Chat improvements
ImprovedSay Hello to Your Team#
Your agents now have faces - and you'll see them everywhere it matters.
- Portraits on the launcher, on chat welcome screens, and above every reply, so you always know who's talking.
- Co-pilots start closed and invite you in with a note written for the page you're on.
- While an agent thinks, you see what it's doing and how long it's been at it.
- A reply interrupted by a reload or connection drop is kept and clearly marked, not lost.
Platform
ImprovedMore Improvements#
Also in this update:
- Meta Ads dashboards now surface the metrics that match each campaign's objective, instead of one-size-fits-all numbers.
- Lead exports can be formatted ready to import into GoHighLevel.
- Upload your own spreadsheet of businesses and have Kai enrich it with decision makers and verified emails.
- Lead search got sharper: filter by country, more reliable matching, and no charges for searches that come back empty.
- When an agent says it saved a detail to your agency or client profile, it did - saves are verified, retried once if needed, and flagged honestly if they failed.
- Agents remember images generated earlier in a conversation and reuse an approved logo instead of generating a new one.
- Auto-found leads nobody has touched are tidied away after 30 days; anything you've edited, noted, imported, or promoted is kept.