// The Agency OS

The last tab your agency
will ever need to open.

For B2B agencies scaling past 10 employees, growth isn't a sales problem — it's an operational battle against internal friction.

Grapevine replaces your disjointed tool stack with a single native database designed to protect your margins, reclaim lost billable capacity, and deliver a churn-proof client experience.

14-day trial. No credit card required. See your billable utilization increase within 60 days.

Grapevine Agency OS — unified dashboard
The Outcomes

Engineered for the metrics
that scale B2B agencies.

When your agency grows past 10 people, your primary bottleneck is no longer project execution—it is operational visibility. Grapevine Workplace is the first complete Agency OS engineered to turn disorganized point tools into an institutional delivery engine.

01The Outcome: Margin Protection & Real-Time Financial Visibility

How do you stop project scope creep from destroying agency profitability?

Most agency software treats contracts and task boards as separate worlds. Grapevine natively binds your original statement of work (SOW) directly to active production tasks.

Contract-to-Task Synchronization

The moment a client requests a pivot or an internal deliverable requires extra hours, our data graph flags the potential margin erosion before your team burns billable capacity.

Predictive Revenue Protection

Agency owners get a live view of real-time project profitability and budget burn rates across every account, ensuring you protect the 25–30% net margin required for sustainable growth.

🎯 Stop bleeding your margin on untracked revisions.

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02The Outcome: Automated Resource Allocation & Data-Driven Capacity Planning

How do you maximize billable utilization without burning out your delivery team?

Stop running your resource allocation on lagging spreadsheets and guesswork. Grapevine eliminates the administrative "Toggle Tax" that forces your top strategists to spend 15% of their week copy-pasting status updates across apps.

Live Workload Heatmaps

Leadership can instantly see exactly who is over-allocated, who has remaining capacity, and where project blockages live across your entire B2B service delivery framework.

Higher Billable Yield

By automating administrative data entry and status tracking through an embedded assistant layer (MyQ), your execution team stays focused on deep, billable client deliverables—drastically reducing churn and improving delivery quality.

🎯 Reclaim 15% of your team's weekly billable capacity.

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03The Outcome: Seamless Delivery, Transparency, and Maximized Client LTV

How do you build a premium, churn-proof client experience?

Client churn rarely happens because of poor creative execution; it happens because of a broken communication experience. Grapevine completely separates your internal production sandbox from what your clients see.

One-Toggle White-Labeled Portals

Give your external stakeholders a pristine, executive-ready dashboard of their project's health. Push live milestone progress with a single toggle, completely eliminating frantic weekend email threads and manual status slide decks.

Zero-Loss Contextual Feedback

Client revisions, contract sign-offs, and strategic feedback loops live directly on top of the exact deliverables they belong to. No missing brief updates, no lost Slack DMs—just an elite, institutional delivery process that commands high retention and account expansion.

🎯 Move the messy behind-the-scenes work away from your client's eyes.

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The Architecture

One unified database.
Zero operational blind spots.

Traditional project tools are just glorified digital to-do lists. Grapevine is different: it is a true Agency OS built on a single, interconnected database graph where your financial parameters, team workloads, and client touchpoints talk to each other in real time.

In Grapevine, tasks, project scopes, contracts, and client communications are treated as interconnected nodes. If a client meeting transcript captures a project delay, the system instantly calculates the downstream risk to your contract budget and quarterly margin goals. Impact recalculates automatically—giving leadership a real-time view of profitability without asking a single manager for a status report.

The Automation Layer: Operational Machinery, Not Distractions

01 //

Executive Health Alerts

Monitors task velocity and automatically generates real-time project health and predictive risk alerts. Leadership gets total visibility into delivery bottlenecks before they impact client relationships.

02 //

Standardized Delivery Workflows

Instantly turns complex, high-ticket initiatives into repeatable, executable workflows. It manages seamless hand-offs between your team members and transforms your process documentation from static wiki pages into active, actionable tasks.

03 //

Scope-to-Task Alignment

Tracks daily task execution directly against your client contracts. It doesn't just show that a task is completed—it maps exactly how that work impacts your client's core deliverables and your agency's utilization targets.

04 //

Embedded Workflow Assistants

Deploys internal, context-aware AI roles to handle complex data-gathering and communication updates natively inside your workspace. No constant tab-switching or external prompting required.

The Hubs

Four dedicated workspaces.
One native database engine.

01Plan Hub

Connect Strategy directly to
the Delivery Floor.

Stop letting high-level strategy live in a vacuum. Map your agency's macro goals directly down to individual delivery targets so your team knows exactly what to prioritize every morning.

Try Plan Hub free

Strategic Alignment

Tie agency revenue and retention targets directly to daily team execution.

High-Focus Dashboards

Give your team a single starting point that surfaces their specific tasks, active milestones, and upcoming client meetings—eliminating morning alignment confusion.

Team Performance Metrics

Track role expectations and delivery milestones against live project performance to keep your scaling team highly utilized.

02Execute Hub

Flawless Delivery Without
the Tab-Switching.

Give your execution teams everything they need to produce elite work and manage client scopes inside a single window.

Try Execute Hub free

High-Density Project Views

Manage complex client engagements via flexible timelines, Kanban boards, and resource views that show true team bandwidth.

Living Knowledge Bases

Centralize internal SOPs, project briefs, and historical assets right alongside the active production boards.

Contract Margin Protection

Hard-link original contract scopes directly to active task boards. Grapevine flags margin and budget risks the exact second scope creep begins.

03Meet Hub

Meetings That Drive Action,
Not Confusion.

Eliminate the administrative friction that stalls project momentum after a client sync.

Try Meet Hub free

Contextual AI Summaries

Record and transcribe internal syncs and client calls. Grapevine automatically extracts the action items and turns them into active tasks on your delivery board.

Zero-Loss Contextual Chat

Move communication out of noisy external messaging apps. Embed feedback loops directly on top of the exact deliverables being discussed.

Unified Client Calendars

One consolidated view across all client milestones, deadlines, and internal syncs.

04Grow Hub

The Operator's Dashboard
for Profitability.

Stop managing your agency through lagging spreadsheets. Get a real-time, predictive pulse on the metrics that define your scale.

Try Grow Hub free

Utilization & Margin Reporting

Access instant, board-ready overviews tracking real-time billable hours, project margins, and contract health across every account.

Team Sentiment Pulse

Automatically surface team blockers and sentiment trends to head off burnout and talent turnover before it impacts client delivery.

Operational Automation

Deploy smart workflow suggestions and automated updates trained directly on your agency's real operational historical data.

The Client Layer

Keep the messy delivery
behind the curtain.

The secret to high client LTV isn't just great work—it's making the client feel secure. Grapevine completely separates your internal production sandbox from the polished customer experience.

White-Labeled Client Portals

Give clients an executive, branded dashboard to view project milestones. Push live progress updates with a single native toggle, completely eliminating the need for manual weekend status reports.

Workspaces

Separate your internal production sandbox from polished client-facing environments. Keep the messy delivery behind the curtain.

Granular Access Control

Maintain complete privacy over internal discussions, developer notes, and financial data with enterprise-grade permission tracking.

Automated Handoffs

Automate repetitive handoffs and status updates across client projects. Eliminate frantic weekend email threads entirely.

Onboarding

Onboarding is about reclaiming
lost time, not learning software.

Migrating your agency infrastructure shouldn't cause operational downtime. We structure our transition process into two clear, low-friction phases to ensure immediate ROI for your leadership team.

Phase 1The First 72 Hours

Centralize the Source of Truth

We activate your core workspace hub, centralize your active project narratives, and pull your high-level strategy out of scattered email threads. By the end of day three, leadership can see the true status of all top client priorities in a single window.

Phase 2Days 4–14

Operationalize Your Agency Engine

Move active meetings into Grapevine to capture institutional knowledge automatically, and launch your polished client portals to eliminate manual update tracking. By day 14, your entire agency transitions into unified execution with automatic margin protection running in the background.

Stop paying the
context-switching tax.

Reclaim your team's billable capacity, protect your project margins, and give your clients the elite experience that drives retention.

14-Day Free Trial. No Credit Card Required. See your billable utilization increase within 60 days.