The CRM for agencies that runs the whole client lifecycle
StealthOS is a CRM built for agencies and other service businesses. It tracks leads and deals like any CRM, then keeps going: when a deal is won it creates the project, kickoff tasks and a draft invoice automatically, gives the client a portal, and lets AI agents write proposals, follow-ups and status updates. Agencies use it instead of a separate CRM, project tool, proposal tool and invoicing app.
Pipeline built for retainers and projects
Deals move from lead to won with values in AUD, USD, GBP, EUR, SGD, LKR, NZD or CAD.
Won deal → project → invoice
Winning a deal creates the project, five kickoff tasks and a draft invoice. No re-typing.
Proposals that close
Write standard proposals, or let the AI research a prospect's website and build a full website and growth proposal.
Client portal
Share one link where clients see their projects, proposals, invoices and approvals.
Why agencies outgrow a normal CRM
A sales CRM stops at "closed won". An agency's real work starts there: scoping, onboarding, delivery, approvals, invoicing and the renewal conversation. When those live in five different tools, details get lost in the hand-offs and the founder becomes the glue.
StealthOS keeps the client on one record from first contact to final invoice, so everyone on the team sees the same history.
What agency management looks like in StealthOS
Each stage of the client lifecycle has its own module, and they share the same data.
- Lead intelligence and outbound sequences by email and WhatsApp
- Deal pipeline with notes, meetings and message history
- AI proposals, e-signature contracts and a public share link
- Projects, tasks, QA checklists and client approvals
- Invoicing in eight currencies with automatic numbering and due dates
- Client portal, testimonials and referral tracking
- Company Memory, so every AI agent writes in your agency's voice
Built by an agency, for agencies
StealthOS is made by Rope Digital, a digital agency in Colombo, Sri Lanka, serving clients in Australia, the US, the UK and Sri Lanka. Rope Digital runs its own sales, delivery and invoicing on StealthOS every day.
| What agencies usually buy | Where it lives in StealthOS |
|---|---|
| Sales CRM | Pipeline, contacts, companies, notes |
| Proposal software | Proposals and AI Website Proposals |
| E-signature | Contracts with online acceptance |
| Project management | Projects, tasks, approvals, QA |
| Client portal software | Client Portal with one share link |
| Invoicing app | Invoices with auto-numbering and payment terms |
| Email and WhatsApp follow-ups | Automations and sequences |
Last updated · By the StealthOS team at Rope Digital
CRM for agencies: questions and answers
The best CRM for a small agency is one that also handles what happens after the sale. StealthOS combines a CRM with proposals, projects, a client portal and invoicing, so a 1 to 50 person agency can run sales and delivery from one system instead of stitching tools together.