IndustriesProfessional servicesMarketing agency
DukeOS for agencies · AI operating systemCRM, ERP and AI agents in one system. From $49 a month per business. About DukeOS
CRM for marketing agenciesWin the work, deliver it, and get paid on time.
DukeOS is the AI operating system for marketing agencies: leads, proposals, retainers, projects and invoices in one app, with Duke, an AI assistant that prepares the work for your approval. Deals, proposals, signed work, project boards, client requests and invoices in one place. Duke follows up proposals that went quiet, flags retainers coming up for renewal and chases what's overdue.
01Duke at your agency
Duke keeps the pipeline warm while the team ships.
It answers prospects on WhatsApp from your own facts and prices, books discovery calls with an account manager and drafts follow-ups for proposals that went quiet. Clients who need a person get one, and every email waits for your approval.
Who decides
- On its own, by your ruleDuke on duty does it for the customer who wrote, once you switch that action on.
- Waits for your approvalIt prepares it and shows a one-line preview. Nothing changes until you approve.
- Just answersReading needs no approval, and it sees only what the person asking may see.
- Checked every morningGoals are measured every morning, with a forecast.
A day with Duke
A Tuesday at a Dublin web and marketing agency- Measured the discovery calls goal14 discovery calls by 31 Oct: 9 booked so far, on pace for 15.GoalsChecked every morning
- Drafted three proposal follow-upsProposals quiet for five days, each note written from that client's brief.AI agentsWaits for your approval
- Booked a discovery call on WhatsAppA Rathmines physio asked what a 10-page site costs. Wednesday 10:00 with Ciarán.Duke on dutyOn its own, by your rule
- Filled in a client briefOrla's reply gave her budget, launch month and goals. Saved to her Client brief.Custom pagesOn its own, by your rule
- Passed an unhappy client to Priya“Not happy” is one of your handover words, so Priya took the chat with the reason.Duke on dutyOn its own, by your rule
02The apps agencies use
Set up for an agency: clients, proposals, projects.
An agency starts with deals, proposals, project boards, client requests and invoices, plus roles for account managers, the team and finance.
03In the app
A closer look.
Screens from our live demos, and what each part does for the business.
Deals
From enquiry to won, on one board.
Enquiry, discovery call, proposal sent, negotiation, won. A second pipeline tracks retainer renewals. Each deal shows its value and whether its next step is late.
Proposals
Proposals that become signed work.
Build a proposal from your services with prices and VAT included. When the client accepts, it becomes an order with the same lines, ready to deliver.
Projects
A board for every client project.
Backlog, in progress, review, done: or your own columns. Tasks have an owner and a due date, and overdue ones show on the project list.
Retainers
Retainers you'll never forget to renew.
A ready-made retainers page keeps the service, monthly fee, renewal date and account manager. Up for renewal is plain to see.
Ready-made pages
Briefs, campaign results, retainers.
An agency starts with ready-made pages, linked to clients. Change the fields or add your own by asking Duke.
04Related
Also for
The same apps, set up in the words of other businesses.
06Start free
Build your wholebusiness, free.
Free to build. Pay when you publish.
Start free
