How does an agency run on Unbound OS?
On one record per client, from the first proposal to the payment. Nothing is copied between tools.
- 01The lead arrives from a form on your site into the CRM, on the same contact everything else will use.
- 02You send a proposal that opens as a private page behind an email code. You see who read it, which pages and for how long.
- 03Your team marks it accepted, which creates a draft pre-contract. A person activates the contract. There is no e-signature and no client side acceptance.
- 04Deliverables, approvals, minutes and reports live in Clients and portal, where the client signs in to see them.
- 05Invoices come from the contract in Finance, in nine currencies, and the client pays by card through your own Stripe account.
Which modules does an agency need?
The agency package adds Calendar and booking, CRM and pipeline, Documents and proposals, Clients and portal, Finance to Core. A content agency usually adds Social, Library and data rooms, Campaigns.
| Team | Monthly | Yearly, per month | Per user, monthly |
|---|---|---|---|
| 5 users | USD 307.50 | USD 276.75 | USD 61.50 |
| 8 users | USD 482.55 | USD 434.30 | USD 60.32 |
| 15 users | USD 875.25 | USD 787.73 | USD 58.35 |
Not everyone needs everything. If in the 8 person agency 4 people use the CRM, 3 use documents and 2 use finance, the yearly figure drops to USD 250.97 a month. The marketing and content package (calendar, library, clients, social and campaigns) is USD 228.50 a month for 5 people.
What does it cost against the usual tools?
For 8 people, the separate tools below add up to USD 862.92 a month, paid monthly. The same jobs on Unbound OS cost USD 482.55.
| Job | Usual tool | Monthly list price | Cost for 8 |
|---|---|---|---|
| Tasks and projects | Asana Starter | USD 13.49 per user | USD 107.92 |
| CRM | HubSpot Sales Hub Starter | USD 20.00 per user | USD 160.00 |
| Proposals | PandaDoc Starter | USD 35.00 per user | USD 280.00 |
| Scheduling | Calendly Standard | USD 12.00 per user | USD 96.00 |
| Client portal | SuiteDash Start | USD 19.00 flat, whole team | USD 19.00 |
| Invoicing | Bonsai Essentials | USD 25.00 per user | USD 200.00 |
| Stack total | USD 862.92 | ||
| Unbound OS, same jobs | Core, Calendar and booking, CRM and pipeline, Documents and proposals, Clients and portal, Finance | paid monthly | USD 482.55 |
Monthly list prices read on each vendor's page on 2026-10-23. Per user tools multiply by the team; per account and flat tools count once. Your real bill may differ: put your own figures in the calculator on the home page.
- Separate tools
- USD 862.92
- per month
- Unbound OS
- USD 482.55
- per month; USD 434.30 paid yearly
- Difference
- USD 380.37
- per month, 44% less
Where we are not cheaper, we say so: SuiteDash Start is USD 19.00 a month flat for the whole team, while the Clients module for 8 people is USD 64.00 at list. What the difference buys is a portal on the same record as the proposal, the contract and the invoice.
Do my clients see my brand?
They see your agency name and logo on the portal, the proposals and what they open. A custom domain, sender address or brand colors cannot be set yet.
Can AI agents do agency work in it?
Yes. More than 400 MCP tools reach almost every module, with the permissions of whoever connects the agent. Campaigns is the exception.
An agent can log the call with a lead, draft a proposal from your template, write the recap of a meeting or prepare an invoice. With Skills it follows your agency’s procedures. Details on AI agents and MCP.
What is it not for?
Signing contracts inside the document, tracking hours, or publishing outside the Meta networks. If one of those is central to your agency, know it before you move.
- No e-signature and no client acceptance on the proposal.
- No time tracking, timesheets or resource planning.
- Social publishes to Facebook, Instagram and Threads; not LinkedIn, X or TikTok.
- No native mobile apps; it runs in the browser.
Frequently asked questions
Does Unbound OS work for a small agency?
Yes. There is no monthly minimum. The agency package for 5 people is USD 307.50 a month.
Do clients in the portal pay?
No. Clients are not billed; only your team is.
Who uses it today?
Unbound, the agency that built it, runs its clients, proposals, invoices and team on it every day.
What if we are 15 people?
The agency package for 15 is USD 875.25 a month, because from the 6th user on each line pays 5 percent less.
Sources
- 01Asana Starter, checked 2026-10-23
- 02HubSpot Sales Hub Starter, checked 2026-10-23
- 03PandaDoc Starter, checked 2026-10-23
- 04Calendly Standard, checked 2026-10-23
- 05SuiteDash Start, checked 2026-10-23
- 06Bonsai Essentials, checked 2026-10-23