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OrbitOS
Agency delivery system

Project management built around your clients.

Plan work, track time, manage capacity, collaborate with clients and see delivery across your agency from one place.

One connected workspace for the agency
A defined company environment for every client
Access follows the person and their role
The same task data across nine views

09

connected work views

03

role types

01

company space per client

14

days to explore

orbit.work / northwind / website

Northwind / Website redesign

Website delivery

+ Task
ListBoardTableCalendar
All statusesAnyoneDue date

Homepage creative review

Northwind

Sep 30

Q4 campaign landing page

Lumen

Oct 02

Paid social concept set

Vireo

Oct 04

Patient onboarding flow

Kestrel

Sep 26
Agency overview
Client boundary
Nine work views

Monday morning

Your agency has ten clients, fifty deadlines and a hundred moving parts.

The answers are scattered across spreadsheets, project boards, emails, WhatsApp messages and separate client trackers.

01

Where are we with the website?

02

Did the client approve the campaign?

03

Who is handling the new request?

04

Why is this deadline slipping?

Your team sees one version. Your client sees another. You spend your time connecting the two because the system does not reflect how an agency operates.

Client-first structure

One workspace. Every client. Everything connected.

Each client has a Company inside your agency workspace. Work then moves through a consistent structure without forcing every delivery team into the same process.

01CompanyYour clientKeep each client’s work together in its own company environment.
02SpaceA brand, division or workstreamOrganise different areas of work without creating another workspace.
03ProjectA specific piece of client workLaunches, campaigns, websites, retainers or any other delivery.
04FolderYour way of workingCreate folders such as Content, Website, SEO or Paid Ads.
05ListA working view of the workOrganise tasks around campaigns, deliverables, stages or teams.
06Task & subtaskThe work itselfAssign owners, set dates, track time, and add files, comments, checklists and dependencies.
01

Manage every client from one login.

See your work across the agency without rebuilding the same system client by client.

02

Give clients useful visibility.

Clients access their own company, projects and tasks while other accounts remain outside their view.

03

Know capacity earlier.

Estimates, tracked time and assignments show where pressure is building.

Inside the system

Everything your agency needs to move work from brief to done.

Connected evidence

Nine ways to see the same work

01 / 09
01

Nine ways to see the same work

Switch between List, Board, Table, Calendar, Gantt, Timeline, Workload, Activity and Mind Map without creating duplicate task data.

One set of tasks. The view changes; the work stays connected.

Campaign launch

12 tasks

TO DO

IN PROGRESS

REVIEW

Client portal & access

Your clients should see their work. Your agency stays private.

Client collaboration works inside each client’s Company, with access governed by their authorised scope.

Your team sees

The companies, projects and work they are authorised to access.

Your clients see

Their company, projects, tasks, comments and scoped dashboards.

Outside their view

Other companies, unrelated client work and controls they are not authorised to use.

Access beyond navigation

The same authorisation applies to direct links, data requests and MCP actions.

Before / after

Replace agency chaos with one operating system.

BeforeA separate tracker for every client
With OrbitOSOne workspace with a Company for each client
BeforeStatus updates written manually
With OrbitOSClients log in and check their own work
BeforeClient access added as an afterthought
With OrbitOSClient access designed into the workspace structure
BeforeWorkload discovered when deadlines slip
With OrbitOSCapacity visible while work can still be moved
BeforeDifferent workflows rebuilt repeatedly
With OrbitOSReusable checklists and configurable structures
BeforeConversations scattered across email and chat
With OrbitOSComments and activity history attached to tasks
BeforeMultiple views with duplicated information
With OrbitOSMultiple views connected to the same task data
BeforeAI answers questions but cannot act on work
With OrbitOSAI creates and updates authorised tasks through MCP

Who it is for

Built for agencies managing multiple clients at once.

For teams balancing several clients, deadlines, projects and people at the same time.

01

Agency founders

See delivery across the agency without opening a separate tracker for every client.

02

Heads of delivery

Understand deadlines, workload and bottlenecks before they become problems.

03

Account managers

Give clients a current view of progress without writing another status email.

04

Marketing teams

Use a project system that adapts to different clients and workflows.

Built for agency reality

The operating model is the proof.

One workspace for every client

Company gives each client a defined scope.

One task across every view

Planning views work from shared task data.

Permissions follow the user

Owner, member and client roles govern access.

AI follows those permissions

MCP sessions act within the user’s authorised scope.

Start with one client

See what project management looks like when it is built around your clients.

Create their Company, add your team, build a project and invite the client. You can test the operating model without moving your entire agency on day one.

14 days to explore the full product before you decide.

FAQ

Project management software for marketing agencies.

What is OrbitOS?

OrbitOS is project management software built for marketing agencies. It brings clients, projects, tasks, deadlines, time, workload and client collaboration into one workspace.

How does OrbitOS organise client work?

Each client is a Company. Beneath it sit Spaces, Projects, Folders, Lists, Tasks and Subtasks, keeping multiple clients in one workspace with clear boundaries between their work.

Can clients log in to OrbitOS?

Yes. External clients can access their own Company and authorised work. They can view progress, comment and create tasks, while restricted structural controls remain unavailable by default.

Can I customise OrbitOS for different agency workflows?

Yes. Folders are user-defined and statuses can be configured around each workflow. Content, Paid Ads and Website work can use different stages.

Does OrbitOS include time tracking?

Yes. Tasks support time estimates, timers and manual entries. Recorded time contributes to workload planning.

Can I see which team members are overloaded?

Yes. Workload can compare task count or assigned hours with configured capacity across a selected date range.

What project views does OrbitOS have?

OrbitOS includes List, Board, Table, Calendar, Gantt, Timeline, Workload, Activity and Mind Map. Every view reads the same task data.

Can I use OrbitOS with Claude or ChatGPT?

Yes. OrbitOS provides an MCP connector for compatible AI clients, including Claude and ChatGPT. AI can query and act only on work the signed-in user is authorised to access.

Is there a free trial?

Yes. OrbitOS offers a 14-day free trial so you can explore the full product before deciding.