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Agency project management

Project management built for client work, not internal backlogs.

Projects, tasks, checklists, a timeline, a calendar and time tracking - with the client on the same project, seeing their part.

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  • Free plan with every feature
  • Unlimited people
  • No card required
01 - The problem

Agency work has a second party. The moment the client is involved, the project splits: the board for the team, email for the client, a spreadsheet for what you are waiting on.

  • The kick-off is lost because nobody listed what the client still owes you.
  • The client asks for an update you have to write by hand from the board.
  • A project that ends leaves twenty open tasks nobody knows what to do with.
  • Someone on leave still has work due, and you find out on the day.
02 - How it works
  1. 01
    Your team

    Start the project

    Create it for the client with dates, budget and the people on it. Team members only ever see projects they are on.

  2. 02
    Your team

    Add the service checklist

    Pick one of eleven templates - design, development, SEO, e-commerce, performance marketing and more - from 58 to 181 items, ordered by stage.

  3. 03
    Your client

    The client sees what they owe

    Items waiting on the client show in their portal: brand files, access, content. Nobody chases by email.

  4. 04
    Your team

    Plan and run the work

    Tasks on a board or a list, on a timeline across projects and on the calendar. Assign several people, add checklists, mention a colleague.

  5. 05
    Automatic

    Reminders keep it moving

    Due-today reminders each morning, overdue nudges, and the person who created a task is told when it is ready for review and when it is done.

  6. 06
    Your team

    Review, then Done

    The team checks work in Review and finishes it. Client sign-off happens in design and build reviews, where it belongs.

  7. 07
    Your team

    Close it and carry work on

    Completing a project offers to move every open task to another project - with assignees, comments and files - in one click.

03 - Who does what

Your team

  • Board, list and timeline views
  • My tasks, opened by default
  • Personal to-dos: My Day, Important, Planned
  • Time on a task or a project
  • Who is around, and one click to message them

Your client

  • Their projects and progress
  • What is waiting on them
  • Tasks they can add on their own projects
  • Billable time on their project - no names, no rates
  • The handover when it ends

Happens on its own

  • Progress from finished tasks
  • Due-date and overdue reminders
  • Finished tasks archived after a week, restorable
  • On hold takes work off boards, resume brings it back
  • A weekly digest for everyone
04 - Everything in it

Projects

Status, priority, dates, budget and progress.

  • Active, On hold and Completed tabs with counts
  • On hold puts the work away; resume restores it
  • Close a project and move open work in one click
  • One project page for team and client, role-gated

Tasks

Rich, assignable, followable.

  • Several assignees, including client contacts
  • Checklists with progress
  • Comments with @mentions
  • Watchers, reactions and a kudos feed

Views

The same work, the way you think.

  • Kanban board and list, switchable
  • Timeline (Gantt) across every project
  • Calendar of tasks, milestones and availability
  • A Today lane that shows each card once

Service checklists

Eleven templates drawn from real agency practice.

  • Stage by stage: before we start to handover
  • Who it waits on: client, us or delivered
  • An owner per line: PM, Design, Dev, QA...
  • Critical items marked, never blocking

Time tracking

A timer that survives a refresh.

  • Running timer in the header of every screen
  • Stops counting at 12 hours if forgotten
  • One-click answers for what you really worked
  • Clients see billable time on their project

Personal to-dos

Like Microsoft To Do, beside the client work.

  • My Day, Important, Planned and Tasks
  • Enter to add and keep typing
  • Details save as you type
  • A dashboard card
Connected

Client portal

One branded place for your client

Learn more

Reviews and approvals

Pinned comments, rounds and sign-off

Learn more

Project knowledge

Notes, tables and files with the work

Learn more

Handover

Everything the client keeps at the end

Learn more

Proposals, contracts and invoices

From proposal to signature to invoice

Learn more

People and HR

Leave, onboarding, reviews and hiring

Learn more
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
Questions
Is WorkTogethr a project management tool?

It is project management for agencies: projects, tasks, boards, a timeline, checklists and time tracking - with a client portal on the same project, so the client sees their part without a second tool.

Can clients see our tasks?

Clients see the projects they are on and what is waiting on them. Internal notes and files you keep internal never reach them. Clients can add tasks on their own projects.

Do you have Gantt charts?

Yes - a timeline view across every project, plus a calendar of tasks, milestones and who is away.

Is there time tracking?

Yes. A timer that survives a page refresh and shows in the header, or manual entries, against a task or a project. Clients see the billable total on their project, without names or rates.

Do you have custom fields, dependencies and automations?

No, on purpose. WorkTogethr is opinionated for client work so a team can start on day one. If you need to model your own workflow engine, a configurable work OS will suit you better.

Is there a free plan?

Yes. Every feature is on every plan, including Free. Paid plans add capacity - more clients, projects and storage - never features.

Free plan with every feature. Bring one real client and see it work.

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