Run the agency on your machine, not theirs.
Agencies live or die on pipelines, candidates, and client work — and every one of those lives in a different SaaS tool. Excellent puts them on one local-first OS where agents do the unglamorous middle of the funnel.
Three things agencies keep telling us.
01
Recruiters live in Workable, sales in HubSpot, project leads in Asana — and the same person is in all three with three different names.
02
Every client wants a portal, a status update, and an audit trail. You spend more time formatting reports than placing candidates.
03
When a client churns, exporting their data from your stack is a project; you wish the data had just lived in one place from day one.
What an Excellent workspace looks like for you.
One record per person
A candidate who becomes a client who refers a candidate is a single record in Excellent — not three. The agency finally sees the full graph.
Agents do the unglamorous middle
Outbound sequences run themselves overnight. Candidates get screened against the brief. Weekly client updates are drafted from the Lens audit trail.
Client-clean exports, on demand
Engagement ended? Export the relevant slice of the SQLite database. The client gets their data; you keep the relationships.
Built on six apps. These are the ones you'll touch first.
CRM
Leads, pipelines, one timeline
Track leads, contacts, and opportunities through editable pipelines. Calls, emails, and meetings land on a single timeline per relationship.
Hiring
An ATS that lives on your laptop
Public job pages with an apply form, an internal candidate pipeline, scorecards, and resumes — a local-first applicant tracking system.
Tasks
Work that agents and humans share
A kanban-and-list task system with a ship/verify protocol baked in — every change is claimed, reviewed, and signed off by a different party.
Documents
Write with an AI editor
A document workspace with an AI-assisted editor, so drafting, editing, and reference material live next to the rest of your operation.
Integrations
Connect the outside world
Bridge external services into your local workspace so data flows in and out without surrendering it to someone else's cloud.
We canceled HubSpot, Workable, and Zapier in week three. The CRM agent runs our outbound queue overnight; I read what it did in the morning.
Design partner
Founder · 10-person SaaS
We have a page for every kind of operation.
Ready to run your agencies-shaped operation on your own machine?
Join the waitlist — we onboard cohorts every couple of weeks. You'll get a setup call and a database file that's yours from day one.