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For marketing agencies

Run every client’s campaigns, approvals, leads and reporting in one place.

Creative approvals at the true shape of the post, campaign checklists, each client’s analytics and ad accounts in one report, their leads in their own CRM - and the client logged in to see it all.

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  • Free plan with every feature
  • Unlimited people
  • No card required
01 - Sound familiar?

Each of these has a place in WorkTogethr where it stops happening.

  • Creatives approved in WhatsApp, captions approved in email - or not at all.
  • Every Monday someone builds the client report by hand from five dashboards.
  • The leads your ads produce go to a sheet, and the client says the leads are bad.
  • Retainers drift because nobody tracks the hours against them.
  • A new client onboarding depends on who remembers the access list.
  • Your best account manager leaves and the client history leaves with them.
02 - How it runs

Every step below is a screen in WorkTogethr today.

  1. 01
    Your lead

    The enquiry arrives

    From your intake form, website chat, WhatsApp or your own lead ads - straight into your CRM with the source credited.

  2. 02
    Your team

    Proposal and contract

    Write the proposal from your template (or with AI), send it as a contract the client reads and signs on the page.

  3. 03
    Your team

    Onboard with a checklist

    Start the Digital marketing, Performance marketing or SEO checklist - every access, asset and approval the client owes you, listed and visible in their portal.

  4. 04
    Your team

    Connect their accounts

    Google Analytics, Search Console, Tag Manager, Google Ads, Meta Ads and Clarity connected per client, read-only, in Growth.

  5. 05
    Your client

    Approve the content

    Creatives shared for review at their real shape - square, 4:5, 9:16 story - with the caption approved alongside. Pinned comments, then sign-off.

  6. 06
    Automatic

    Leads arrive in the client’s CRM

    Each client’s lead ad forms route into their own CRM; they see their leads in their portal, and you see what happened to every one.

  7. 07
    Your team

    Report with evidence

    Growth flags what matters: spend with nothing to show, conversions that fell while traffic held, page-one searches nobody clicks.

  8. 08
    Your team

    Bill the retainer

    Hours tracked against the project, invoices line by line, payments recorded and outstanding kept for you.

03 - What you get

Each card opens the full page for that feature - the workflow, who does what, and every detail.

Creative and caption approvals

Reviews built for social and display.

  • True proportions: square, 4:5, 9:16, 16:9, banner, print
  • The caption approved with the artwork
  • Rounds side by side with overlay
  • Sign-off sealed and timestamped
See how it works

Each client’s numbers, in one report

Growth engine, per client.

  • Google Analytics and Search Console, read-only
  • Google Ads and Meta Ads: spend with nothing to show
  • Tag Manager: paused conversion tags
  • Rankings with a 90-day trend
See how it works

Your clients’ leads, in their own CRM

Prove the leads are real.

  • Facebook and Instagram lead ads in seconds
  • One CRM per client, separate from yours
  • Each ad form routed to the right client
  • Clients see their leads in their portal
See how it works

WhatsApp inbox

For your leads, and your clients’.

  • Shared WhatsApp Business inbox
  • Every chat a CRM deal
  • Consent-based broadcasts
  • Automatic follow-ups when a lead goes quiet
See how it works

Campaign checklists

Onboarding that does not depend on memory.

  • Digital marketing, Performance marketing and SEO templates
  • What the client owes you, visible to them
  • An owner on every line
  • Critical items marked
See how it works

Client portal

Where the client stops asking.

  • Their campaigns and what is waiting on them
  • Approvals and files
  • Contracts and invoices
  • Weekly digest of how their work moved
See how it works

Retainers and invoices

Hours that add up to the invoice.

  • Timer in every screen
  • Billable time visible to the client, no names
  • Line-item invoices with GST/VAT
  • Payments recorded, outstanding kept
See how it works

Forms and briefs

Briefs as tables, not email.

  • Campaign briefs and surveys
  • Responses as table rows
  • Send responses to the CRM
  • Your brand on the form
See how it works

AI for the weekly grind

With your own key.

  • Meeting notes to tasks with dates
  • Client update drafts from real activity
  • A shared prompt library
  • Proposals in your template
See how it works
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
04 - Start from a checklist

The same checklists that are built into WorkTogethr - read them, then run them with your client.

Questions
What is the best software for a marketing agency?

One that covers delivery and the client together. WorkTogethr runs projects, creative approvals, per-client analytics and ad reports, client CRMs for the leads your campaigns produce, contracts, invoices and a client portal - on a free plan with every feature.

Can clients approve social media posts?

Yes. Creatives render at their real proportions - square, 4:5, 9:16 stories, 16:9, banners - and the caption is approved with the artwork, with pinned comments and a sealed sign-off.

Can we report on Google Ads and Meta Ads per client?

Yes. Growth connects each client’s Google Analytics, Search Console, Tag Manager, Google Ads, Meta Ads and Clarity read-only, and flags spend with nothing to show, falling conversions and tracking problems.

Can our clients see the leads our ads produce?

Yes. Give each client their own CRM, route their lead ad forms into it, and they see every lead in their portal.

Does it replace our reporting tool?

Growth shows each client’s numbers with what stands out flagged and the evidence behind it. If you need pixel-perfect white-label PDF dashboards, keep your reporting tool for that.

Is there a free plan?

Yes. Every feature is on every plan, including Free, with unlimited people. Paid plans add capacity.

Free plan with every feature. Unlimited people. No card required.

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