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Agency management software for small agencies
Agency management software for small agencies - 2 to 200 people.
Projects, a client portal, reviews, CRM, contracts, invoices and HR in one workspace - for agencies big enough to need a system and small enough not to want eight of them.
- Free plan with every feature
- Unlimited people
- No card required
Desisle Studio
IS
THURSDAY, 8 AUGUST
Good morning, Ishtiaq.
Actions waiting
2 reviews
1 client response
1 missing link
01 - Sound familiar?
What slows small agencies down.
Each of these has a place in WorkTogethr where it stops happening.
- The owner is the CRM, the project manager and the person who chases invoices.
- Eight subscriptions, each charging per seat, none of which knows the client exists.
- Clients ask for updates you have to write by hand, every week.
- Leads from ads sit in a sheet until someone has a free moment.
- Leave, onboarding and offer letters live in spreadsheets and email.
- Every new hire learns a different tool for each part of the job.
02 - How it runs
Your first week on WorkTogethr.
Every step below is a screen in WorkTogethr today.
- 01Your team
Day 1: bring one client in
Create the client and their project, import tasks from a CSV export if you have one, and start the service checklist for the work.
- 02Your client
Day 1: invite the client
They log in to their own portal: progress, what they owe you, files and the next approval.
- 03Your team
Day 2: run the next review
Share the design or staging site for review; the client pins comments and signs off.
- 04Your lead
Day 3: connect a lead source
Your intake form, website chat, WhatsApp or Facebook lead ads - leads arrive in the CRM with follow-ups that set themselves.
- 05Your team
Day 4: paperwork
Send the next proposal as a contract signed on the page; raise the invoice and record the payment when it lands.
- 06Your team
Day 5: the team
Invite everyone - people are unlimited. Set the leave policy, and the next joiner gets an onboarding checklist.
03 - What you get
Everything small agencies use, in one workspace.
Each card opens the full page for that feature - the workflow, who does what, and every detail.
Projects and tasks
Run the work.
- Boards, lists and a timeline
- Eleven service checklists
- Time tracking in every screen
- Personal to-dos beside client work
Client portal
The client stops asking.
- A login per client
- What they owe you, visible
- Approvals, contracts and invoices
- Your logo and colours
Reviews and approvals
Decisions on record.
- Pinned comments on designs and sites
- Rounds side by side
- A sealed sign-off
- No account needed to comment
CRM and lead sources
Leads that arrive by themselves.
- Facebook and Instagram lead ads
- Forms, WhatsApp and webhooks
- Follow-ups that cannot slip
- A CRM per client if you run their leads
WhatsApp Inbox
Off one person’s phone.
- A shared WhatsApp Business inbox
- Every chat a CRM deal
- Saved replies and round-robin
- Consent and STOP handled
Proposals, contracts and invoices
Paperwork in the same place.
- Proposals from your template
- Contracts signed on the page
- Invoices with GST/VAT
- Payments recorded
People and HR
No separate HR tool.
- Leave with balances
- Onboarding checklists
- Signed offer letters
- Monthly reviews and referrals
Growth engine
Each client’s numbers.
- Site reports with evidence
- Analytics, Search Console and ads
- Rankings with a 90-day trend
- Findings into tasks
Forms, knowledge and handover
Everything else around the work.
- Branded forms into tables
- Notes, tables and references
- Encrypted handover
- AI with your own key
Why WorkTogethr
One workspace instead of the usual agency stack.
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
Proposals and contractsGoogle Docs and an e-signature tool such as DocuSignProposals and contracts signed on the page
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
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.
04 - Start from a checklist
Free checklists for this kind of work.
The same checklists that are built into WorkTogethr - read them, then run them with your client.
Questions small agencies ask
What is the best agency management software for a small agency?
One that covers the client and the business, not only tasks, without per-seat pricing. WorkTogethr puts projects, a client portal, reviews with sign-off, a CRM with lead ads and WhatsApp, contracts, invoices and HR in one workspace, built for agencies of 2 to 200 people, with a free plan that has every feature.
Is WorkTogethr good for agencies under 200 people?
That is who it is built for. People are unlimited on every plan, and the roles - owner, project manager, team, sales, HR and clients - match how a small agency actually works.
How much does it cost for a small agency?
There is a free plan with every feature for up to 3 active clients. Paid plans start at $29 a month and add clients, projects and storage - never features - with unlimited people.
How long does it take to set up?
An afternoon for the first client: create them, start the service checklist, invite them to their portal. Imports from a CSV, Google Sheets or Airtable bring the rest across, and can be undone in one click.
Can it replace ClickUp, HubSpot and DocuSign?
For most small agencies, yes: projects, CRM and e-signed contracts are built in, on the same projects as the client portal and reviews. If you rely on deep custom automation or marketing automation at scale, keep that tool for that job.
Do we need a separate HR tool?
Usually not. Leave and balances, onboarding, policies, signed HR documents, monthly reviews and hiring are built in. Payroll is not - keep your payroll provider.
Bring your first client in this afternoon.
Free plan with every feature. Unlimited people. No card required.