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Trello alternative for agencies

WorkTogethr or Trello?

Trello: simple, visual boards and cards for organising almost anything. WorkTogethr: one place for every client project, with your client inside it.

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  • Free plan with every feature
  • Unlimited people
  • No card required
01 - When each fits

Agencies often start on boards and outgrow them when clients, paperwork and the pipeline arrive. WorkTogethr has the board, and the agency around it.

Choose Trello if

  • A board of cards is all your team needs.
  • Your clients never need to see or approve the work.

Choose WorkTogethr if

  • Clients review designs and websites with pinned comments and sign off.
  • You want the CRM, contracts, invoices and handover beside the board.
  • You run service checklists - design, development, SEO - not just cards.

We describe what each product is built for, not a feature list of someone else’s product - those change. Check Trello’s own site for their current features and prices.

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
Every feature

The workflow, who does what, and every detail - one page per feature.

Projects and tasks

Boards, checklists, timelines and time

See how it works

Client portal

One branded place for your client

See how it works

Reviews and approvals

Pinned comments, rounds and sign-off

See how it works

Project knowledge

Notes, tables and files with the work

See how it works

Handover

Everything the client keeps at the end

See how it works

CRM and lead sources

Leads that arrive by themselves

See how it works

WhatsApp Inbox

Every chat a CRM deal

See how it works

Growth engine

SEO, ads and analytics reports per client

See how it works

Forms and intake

Briefs, sign-ups and lead capture

See how it works

Proposals, contracts and invoices

From proposal to signature to invoice

See how it works

People and HR

Leave, onboarding, reviews and hiring

See how it works

WorkTogethr AI

AI with the project attached

See how it works
Moving from Trello

Import

  • Clients, projects, tasks and leads from a CSV export
  • Trello export column names recognised
  • Google Sheets and Airtable imported directly
  • A preview before anything is written
  • The whole import undone in one click

Start small

  • Bring one real client first
  • Start the service checklist for their project
  • Invite the client to their portal
  • Run their next review here

Pricing

  • A free plan with every feature
  • Paid plans add capacity, never features
  • Unlimited people on every plan
  • See the plans
Questions
Is WorkTogethr a good Trello alternative for agencies?

If your clients are part of the work, yes. WorkTogethr is built for agencies: projects, a client portal, design and website reviews with sign-off, CRM, contracts with e-signature, invoices, HR and a WhatsApp inbox in one workspace. If your work is mostly internal, Trello may suit you better - we say when on this page.

Can I move my projects from Trello?

Yes. Export from Trello to CSV and import clients, projects, tasks or leads - the column names in a Trello export are recognised. You see a preview before anything is written, and the whole import can be undone in one click.

Can my clients log in?

Yes. Each client gets their own login to their projects - approvals, files, contracts, invoices and the handover. Every plan has unlimited people.

Is there a free plan?

Yes. Every feature is on every plan, including Free - paid plans add capacity such as more clients, projects and storage, never features. No card required.

Other comparisons

There is a free plan with every feature. No card required.

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