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WorkTogethr
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The complete client project

Everything that belongs to the project, inside the project.

Plan the work, collaborate with clients, keep the context and finish with a clean handover from one workspace.

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The problem

The work should not split into a new system each time the project moves from planning to client feedback, shared knowledge or final delivery.

What the project needs

Run the work

Tasks, timelines, assignments, comments, checklists, calendar and time.

Work with the client

Portal, chat, reviews, voting, comments, requested actions and approvals.

Keep the knowledge

Notes, references, files, documents, tables and project activity.

Finish the project

Final files, repositories, links, documentation, decisions and handover.

Inside the connected project
Projects

See the project, not just the task list.

Keep progress, ownership, work, client activity and the next important decisions visible.

Reviews

Keep the work, feedback and final decision together.

Compare options, collect votes, respond to comments and record approval.

Client portal

Give the client one clear place to participate.

Show progress, requested actions, reviews, shared files and handover without exposing internal work.

Tables and knowledge

Keep the reasoning and structured work beside the project.

Run content calendars, QA trackers, notes, links and launch plans without another spreadsheet.

Handover

Give the finished project a permanent home.

Publish final files, source material, documentation, links and project context.

AI

Use AI with the project already attached.

Turn notes into draft tasks, summarise feedback, prepare updates and find missing handover items.

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

Start free with 3 active clients, unlimited people and no card.

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