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WorkTogethr beta is live across 30+ client projects See what teams are running
WorkTogethr
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The agency-client platform

Run every client project in one place - with your client inside it.

NewEvery feature explained, on its own page

Tasks, approvals, files and invoices your client can see. And the CRM, people and growth tools to run the agency around them.

Try the demoBook a walkthrough
  • Free for 3 active clients
  • Unlimited people
  • No card required
WorkTogethr on TechProductIndia
30+active client projects in beta
10+agency team members
10+client users

Real agency and client work, running in WorkTogethr during the beta.

Why agencies switch

Every tool holds one piece of the project. Nobody holds the story - so the team rebuilds it every time someone asks why.

The taskA project tool
The feedbackWhatsApp
The decisionA call
The trackerA spreadsheet
The final fileA drive
One WorkTogethr projectThe work, the client side and the context - together.
One connected workspace

Twenty-four tools an agency reaches for, on one project, under one set of access rules.

Projects
Tasks
Calendar
Time tracking
Client portal
Reviews
Chat
WhatsApp Inbox
Wireframes
Forms
Notes
Tables
Mind maps
Files
References
Handover
Vault
AI
CRM
Contracts
Invoices
People & HR
Growth
Testimonials
Portfolio
Trust & access

Run the work

Tasks, owners and progress stay tied to the decisions behind them.

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Bring the client in

Clients see what changed and exactly what needs them next.

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Keep the context

Notes, tables, references and files sit beside the work they explain.

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Finish properly

A permanent, client-facing home for everything you delivered.

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One project. Two views.

The same project underneath, with different access for the people doing the work and the people approving it.

Everything needed to run delivery.

Your team works in the full project - internal notes, time and ownership included.

  • Tasks and timelines
  • Team ownership
  • Internal notes
  • Tables and files
  • Time and activity
  • Client actions waiting
Explore the client portal
From kickoff to sign-off
Reviews and approvals

Feedback that ends in a decision.

Share directions, builds or files. Stakeholders compare, vote, comment and approve - and the decision stays on record.

  • Multiple options
  • Stakeholder voting
  • Revisions on record
  • Final approval
See how reviews work
WorkTogethr AI

Ask the project, not a blank chatbot.

AI that uses only the tasks, notes, reviews and files the person asking is allowed to see.

  • Plan the day
  • Turn notes into tasks
  • Summarise feedback
  • Check the handover
Explore WorkTogethr AI
Final handover

Finish without a scavenger hunt.

Not one ZIP file and three Drive links. A permanent home for final files, code, documentation and links.

  • Final deliverables
  • Source files
  • Code and repositories
  • Documentation and links
See a handover
Growth engine

SEO, AEO and GEO reports with the evidence for every check, and where tracking, leads and pages are leaking for each client - every finding a task.

Explore the growth engine

Revenue leak monitoring

Where leads, tracking or performance stop matching.

  • Tracking gaps
  • Lead mismatches
  • Conversion drops

Site report, with evidence

SEO, AEO and GEO checks, each showing what was found and where.

  • Search and answers
  • AI-assistant readiness
  • PDF, share link, tasks

Whole-site audit

Every page in the sitemap, checked for what search and sharing need.

  • Broken and thin pages
  • Titles and noindex
  • Missing alt text

AI search visibility

Whether AI assistants cite your client when buyers ask.

  • Citations
  • Prompt coverage
  • AI-crawler access
WhatsApp Inbox

Talk to leads where the deal already is.

A shared WhatsApp Business and website-chat inbox. Every conversation is a CRM deal, with saved replies, round-robin assignment, follow-ups and click-to-WhatsApp links - on the official WhatsApp Cloud API.

  • Every chat a CRM deal
  • Website chat with an AI assistant
  • Consent-based broadcasts
  • Your own number
See the Inbox
Priya Sharma
WhatsApp · Deal: Website redesign (Qualified)
18h to reply

Hi! Saw your post about SaaS websites - what do you charge?

Internal note · Budget ~$5k, wants March

Hi Priya, our websites start at $3,000. Could we book a 20-minute call?

/price Our pricingSummarise
Built for client work

Marketing agencies

Creative approvals, each client’s ads and analytics, and their leads in their own CRM.

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Design agencies

Wireframes, design reviews with rounds, and a sign-off that holds.

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Development agencies

Feedback on the live site with device details, QA checklists, encrypted handover.

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Product studios

Research, requirements and decisions kept across every phase.

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Beyond delivery

The tools that sit around the client relationship - in the same workspace, with the same access rules.

View all features

CRM and lead sources

Leads arrive by themselves from your Facebook and Instagram lead ads, forms and WhatsApp - with follow-ups that cannot slip.

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Proposals, contracts and invoices

A proposal, a contract signed on the page, an invoice line by line, and what is still outstanding.

Learn more

People and HR

Time off with balances, onboarding, signed offer letters, monthly reviews - and open roles your team can refer people to.

Learn more

Forms and intake

Briefs and sign-ups in your brand; every response a table row, one click to the CRM.

Learn more

Portfolio and testimonials

Everyone adds their work - live sites, designs, staging links - shared with prospects by private link.

AI with the project attached

Meeting notes to tasks, proposals and client updates - with your own key, or hidden.

Learn more

CRM in your trade’s wordsReal estateEducationHealthcareRecruitmentB2B services

Why WorkTogethr

Most agencies under 200 people run eight or more tools that do not know the client exists. WorkTogethr is one place for the work, the client and the business around them.

What you need to doWhat agencies usually useIn WorkTogethr
Plan and run client projectsA project tool such as ClickUp, Asana or monday.comProjects, boards, a timeline and service checklists
Show the client progress and what they oweStatus emails and shared drivesA login per client, on the same project
Feedback pinned on designs and websitesA proofing tool such as Markup.io or BugHerdReviews with rounds and a sealed sign-off
Leads and follow-upsA CRM such as HubSpot or Pipedrive, plus Make.com and a sheetLead ads, forms and WhatsApp straight into the CRM
WhatsApp with leadsOne person’s phoneA shared WhatsApp Business inbox; every chat a deal
Proposals and contractsGoogle Docs and an e-signature tool such as DocuSignProposals and contracts signed on the page
Invoices and what is outstandingA spreadsheetLine-item invoices and payments recorded
Briefs, sign-ups and surveysGoogle Forms or TypeformForms whose answers become table rows
Leave, onboarding and reviewsSpreadsheets, or an HR tool such as BambooHRLeave balances, signed HR documents, monthly reviews
Each client’s SEO, analytics and adsSeveral dashboards and a report built by handGrowth: each client’s numbers with what stands out
Hand the project overWeTransfer and an email of passwordsAn encrypted handover the client keeps

Products are named as examples of their category. We do not list what they lack - check each one’s own site; ours is on the pages linked above.

  • Your client is inside itEvery client logs in to their own projects - approvals, files, contracts and invoices - instead of asking you by email.
  • Built in, not bolted onProjects, reviews, CRM, contracts, invoices, HR and a WhatsApp inbox share one workspace. Nothing to sync, nothing to pay for twice.
  • Every feature on every planThe free plan has every feature. Paid plans add capacity - clients, projects, storage - never features.
  • Sized for 2 to 200 peopleUnlimited people, no per-seat pricing, and roles for owner, project managers, team, sales, HR and clients.
  • Agency defaults, day oneEleven service checklists, a review flow and a CRM ready for your trade - start working, not configuring.
  • Proof that holdsSign-offs sealed with a fingerprint, contracts signed with a certificate, every change in the activity log.
Coming from
Access you can explain to a client
Visit the Trust Centre

Workspace isolation

Every agency's workspace is kept separate from every other.

Project-level access

People see a project only when they have been added to it.

Scoped AI

AI answers only from records the person asking may see.

Data control

Export your data and delete your account whenever you choose.

Pricing

Start free with no card. Upgrade as your clients, projects and storage grow.

Compare all plans

Free

$0/ month

3 active clients · unlimited people

Start free

Studio

$29/ month

25 active clients · unlimited people

Choose Studio
Most popular

Agency

$79/ month

100 active clients · unlimited people

Choose Agency

Scaled

$199/ month

Unlimited clients · unlimited people

Choose Scaled

Prices in USD. Visiting from India? See prices in INR

FAQ

Still unsure? Talk to us

What is WorkTogethr?

Project-management software for agencies and their clients. It connects tasks, reviews, client collaboration, project knowledge, files and final handover inside one project.

How is it different from a general project tool?

General tools organise tasks and internal workflows. WorkTogethr is designed around client projects, so client decisions, reviews, project knowledge and handover stay attached to the work.

Does it replace ClickUp, Monday or Asana?

It can for agencies whose main need is connected client-project delivery. Teams that need deep enterprise automation or complex dependency planning may continue using a general-purpose platform.

Is AI required?

No. The core product works without AI. AI is an optional assistance layer across the connected project.

Can we chat with leads on WhatsApp from WorkTogethr?

Yes. The Inbox connects your own WhatsApp Business number through Meta's official WhatsApp Cloud API, alongside a website chat for your own sites. Every conversation is a CRM deal, with saved replies, assignment, follow-ups and consent-based broadcasts.

Does WorkTogethr check a client's SEO, AEO and GEO?

Yes. The growth engine's site report checks what search engines, answer engines and AI assistants rely on - titles, structured data, sitemap, llms.txt, speed and security headers - and shows the evidence for every check, passing or failing.

What can clients see?

Only the projects, records and actions shared with them. Internal notes and private agency information remain protected by role and project access.

Does every plan include the full product?

Every plan includes the core WorkTogethr modules. Plans increase clients, projects, storage, AI and usage allowances.

What happens when we reach a plan limit?

Existing work stays available. WorkTogethr pauses the next countable action, shows current usage and explains the available upgrade.

Are people unlimited?

Yes. Add employees, freelancers and client stakeholders without paying for another seat.

What is the best agency management software for a small agency?

For an agency of 2 to 200 people, one that covers the client and the business as well as tasks, without per-seat pricing. WorkTogethr puts projects, a client portal, reviews with sign-off, a CRM with lead ads and WhatsApp, contracts, invoices and HR in one workspace, with a free plan that has every feature.

Who is WorkTogethr for?

Creative, digital, marketing and software agencies from 2 to 200 people - and service businesses that want a CRM in their trade's words, such as real estate, education, clinics and recruitment.

Write for agencies? Earn 30% for a year.

30% of every payment for 12 months on each agency you send us, with a 90-day attribution window.

See the programme

Create the project, invite the client, collect the feedback, publish the handover.

Try the demoBook a walkthrough
  • Free for 3 active clients
  • Unlimited people
  • No card required