01
Project delivery
Plan and run the work without losing the client context.
ProjectsTasksCalendarTime trackingCommentsChecklistsProject activityFilesChat
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All features
One product around the complete client project.
Start with delivery. Use more of WorkTogethr as the agency needs it.
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Find the workflow by the problem it solves.
Every core module is available across plans. Access still follows role and project permissions.
02
Client collaboration
Give clients one clear place to participate.
Client portalReviewsVotingCommentsApprovalsPublic stakeholder linksShared filesClient conversationsClient actions
03
Project knowledge
Keep the information around the work connected.
NotesReferencesTablesDocumentsActivity historyHandbookPortfolio links
04
Handover
Give the finished project a permanent home.
Final deliverablesSource filesRepositoriesLive linksDocumentationProject notesCredential records
05
AI
Use project context to reduce work around the work.
Daily briefingNotes to tasksFeedback summariesDraft next actionsClient updatesProposal draftsHandover assistanceAsk WorkTogethr
06
Agency operations
Use the surrounding agency tools when the project needs them.
CRMProposalsAgreementsTestimonialsPerformance reviewsPeople recordsPoliciesTime offJoining / leaving workflowsTalent pool
Start with delivery
Bring one real client project.
Explore the whole product while the work already matters.
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