Agency OS AI Documentation

The world's most comprehensive open-source WordPress project management and CRM solution. Built for agencies, freelancers, and teams who demand enterprise-grade features without enterprise complexity.

Client CRM

Complete client management with contacts, companies, deals pipeline, and activity tracking.

Project Management

Dynamic workflow stages, Kanban boards, Gantt timelines, and milestone tracking.

Invoice System

Create professional invoices from time entries, send via email, and track payments.

Time Tracking

Track billable hours with built-in timer, convert entries to invoices automatically.

Support Tickets

Built-in helpdesk with ticket queues, priorities, and client portal integration.

REST API

Full REST API with webhooks for seamless third-party integrations.

Why Agency OS AI?

Unlike other WordPress project management plugins that offer limited functionality, Agency OS AI provides a complete business management suite with features that rival enterprise solutions like Zoho, Odoo, and Asana.

100% Open Source

Free forever. No hidden costs, no premium tier lock-ins. Full source code available on GitHub.

WordPress Native

Built as a native WordPress plugin. Uses your existing WordPress users, roles, and permissions.

AI-Powered

Integrated AI features for task suggestions, auto-responses, and smart workflow automation.

Client Portal

Give clients their own portal to track project progress, view invoices, and submit tickets.

Getting Started

New to Agency OS AI? Follow these steps to get up and running:

  1. Install the plugin - Upload and activate on your WordPress site
  2. Configure settings - Set up your company details, logo, and email templates
  3. Add clients - Start by adding your first client and their contact details
  4. Create projects - Set up projects with custom workflow stages
  5. Invite your team - Add team members and assign roles
Quick Tip: Use the Quick Start guide to get running in just 5 minutes. It covers the essential setup steps to start managing your first project.

System Requirements

Requirement Minimum Recommended
PHP Version 7.4 8.0+
WordPress 5.8 6.0+
MySQL 5.6 8.0+
Memory Limit 256MB 512MB+
Disk Space 50MB 100MB+

Version History

Version Release Date Notes
1.5.0 March 2026 Complete invoice system, time tracking, workflow stages, email templates
1.4.0 February 2026 Client portal, support tickets, REST API v1
1.3.0 January 2026 Projects, tasks, Kanban boards
1.2.0 December 2025 Client CRM with companies and contacts
1.0.0 November 2025 Initial release

Need Help?

Can't find what you're looking for? Here are resources to get help:

  • WordPress Support Forums - Ask questions and get community help
  • GitHub Issues - Report bugs and request features
  • Plugin Page - View changelog and installation guide