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WorkTogethr beta is live across 30+ client projects See what teams are running
All features

One product around the complete client project.

Start with delivery. Use more of WorkTogethr as the agency needs it - every feature is on every plan.

  • Every feature on every plan
  • Unlimited people
  • No card required
At a glance

Project delivery

Plan and run the work without losing the client context.

  • Projects and tasks
  • Calendar
  • Time tracking
  • Checklists
  • Comments and chat
  • Files
  • Project activity

Client collaboration

Give clients one clear place to participate.

  • Client portal
  • Reviews, voting and approvals
  • Public stakeholder links
  • Shared files
  • Client conversations
  • Client actions

Project knowledge

Keep the information around the work connected.

  • Notes
  • Tables
  • References - project and company links
  • Mind maps
  • Activity history

Handover

Give the finished project a permanent home.

  • Final deliverables
  • Source files and repositories
  • Live links
  • Documentation
  • Encrypted credential vault

AI

Use project context to reduce the work around the work.

  • Daily briefing
  • Notes to tasks
  • Feedback summaries
  • Client update drafts
  • Proposal drafts
  • Ask WorkTogethr

Agency operations

The tools around the client relationship.

  • CRM with archive and restore
  • Leads straight from Facebook & Instagram lead ads and your forms
  • Proposals and e-signed contracts
  • Invoices on record
  • Time off and onboarding
  • HR documents employees can sign
  • Performance reviews
  • Hiring, open roles and team referrals
  • Testimonials and a portfolio with pictures
Growth Intelligence

Runs on the client's website and the data already in WorkTogethr, and on their Google Analytics, Search Console, Tag Manager, Google Ads and Meta Ads once connected.

Website scan

Analytics and ad tags, search visibility, sharing, structured data, AI-crawler access and accessibility.

Whole-site audit

Every page in the sitemap, up to 500: missing titles, noindex contradictions, broken and thin pages.

Core Web Vitals

From Google, real-user data kept apart from lab tests, with a 25-week trend.

AI citations

Whether AI assistants with live search cite your client when a buyer asks.

Lead leaks

Form submissions that never became leads, and leads nobody has contacted.

Findings to tasks

Every finding becomes a task in one click, and can be shared with the client it is about.

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.

3 active clients, unlimited people, no card.