Achieve excellence for your clients. Every time

Help your clients deliver value to their brands

From visual identities to go-to-market strategies. Do it reliably with our workflows

100% FREE for up to 3 team members. No strings attached

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100% FREE for up to 3 team members. No strings attached


Our features empower your team to deliver excellent results to your clients

Eliminate your pain points with our tailor-made solutions
Replicating success

Setting up a reliable process

Helping your clients achieve exceptional marketing success can be a rewarding experience. To replicate that feeling with the next client and then the next one, you need an app that lets you standardize successful processes and deploy them reliably. Our Workflows are a great fit! They guarantee that every step is executed precisely as it should be, allowing you to establish a framework for a successful and repeatable process

Is it done yet?

Sticking to SLAs

Clients can be impatient at times. Many expect top-notch brand positioning & social media strategies at a push of a button. With you can stick to agreements and have full transparency between you and your client with our shared taskboard & in-app calendar features. Your clients can have a visual overview of all deliverables that you've agreed on! Our calendar lays out all the tasks in a project in daily, weekly, and monthly views.

Get on the same page

Understanding expectations

Communicating with your clients throughout the relationship is crucial for a lasting, productive relationship. Easier said than done. Our app allows you to set your preferred level of transparency with your clients so that they can actually see for themselves how far along the process is. Invite them to your taskboards, add them as observers on specific tasks, and talk to them right in the context of the work at hand!

What's next?

Lead generation

Having a reliable stream of new clients is a constant challenge for marketing agencies, especially those just starting out. Use our workflows, Kanban boards & calendar views to set up a reliable outbound process and acquire promising leads at a steady pace. Set up everything from the initial screening, to the pitch your agents do. Allow our app to get you your next client so that you can focus on delivering results for them.

Transform your challenges into effortless solutions

Here's how helps your marketing agency to thrive

Our feature set is a great fit for tackling the pain points of marketing agencies

Tailor-made workflows

Our workflow library is a great place to start. You can build your own custom workflows for a process in your agency. Let's say, you need a process for developing a brand positioning strategy for a client. Once you've set up the workflow, you can then reuse it for your next clients. A great way to ensure consistent, positive outcomes every single time.

Get your clients involved

Getting your client to engage with you and your process is easier said than done. Our app accommodates guest views, contributor roles, and task follower and chat features, which enable you to give prompt updates to your clients without the need for pesky emails and endless calls. Just add them straight into your workflows and tasks. Context matters, saves time and money, and makes everything so much easier.

Time allocation

By tracking the time spent on each task at every step of your marketing process, be it a social media strategy task, or simple content creation, you can compare completion times between tickets and make necessary adjustments. This provides you with valuable insights that can be used to improve your SLAs and identify bottlenecks. With this information, you can take proactive measures to address issues and improve your overall marketing process.

Ownership and control

We allow for varied levels of ownership, that fit your team's exact needs.

Whether you prefer a single owner responsible for the overall management of a particular client's account, or multiple owners assigned to specific steps in the go-to-market strategy process, our app can accommodate your needs. Either way, you can ensure that there is clear responsibility and accountability for the tasks at hand.

Subtasks linking & templates

This may sound like a menial thing, but having the ability to break down a task, and then assign those subtasks to the right person, having it tied to a particular workstep, and linking it to another task, makes it a mini-project in it itself. Experiment with the right mix, and find your own unique way of doing things. Then, just save it as a template, so you don't have to repeat the same thing all over again.

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Trusted by exceptional teams

Over 69,223 highly productive teams enjoy using
Royal Bank
EA Sports
Columbia University

Running one not-for-profit (and managing the associated volunteers and volunteer tasks) is hard enough. It's twice as hard when you're running two not-for-profits, each with different staff teams, and completely different sets of tasks.While Slack has helped us to a great degree, a missing piece has been Workstreams. Workstreams syncs perfectly with Slack, and has allowed us to easily keep track of who is responsible for what, and when, and how it needs to be completed.

Dr. Monroe Mann, PhD, Esq, MBA
Director at and Intertect.Agency
Smart Oak Projects

At NeuroN Foundation, we use to schedule our tasks. This software is integrated perfectly with Slack.Taskboards laid out in showcase our organizational structure. With one taskboard per team, the leaders can create individual tasks which are then assigned to appropriate team members. allows the coordinators of each department to monitor everything that goes on the foundation in real time. They can check for delays or establish whether someone requires assistance in a particular area.To sum up, is a great tool and a perfect fit for the kind of goals we set at our foundation. It allows us to properly organize the remote style of work of our volunteers and manage their tasks.

NeuroN Foundation
Fundação NeuroN

Our accountancy practice transitioned from physical whiteboards to when the pandemic forced us to adopt a remote-working setup. What started with a few simple task boards expanded to over 10 detailed boards, effectively covering all our practice’s workflows.

Gina Epps
Director Chartered Accountant
Hanley & Co.

The task chat feature is a game changer, all chat conversation about any job, logged all in the one place

Stephanie Courch
Lead Event Producer

Using is a dream, it’s so customisable for different teams and project type and a specific team’s needs.

Jackie Tally
Resourcing Manager

It's been so empowering to be able to introduce my team to such a versatile and intuitive approach to Kanban planning. I had just started Slack and I was delighted to find, with its seamless integration and complementary handling of task management. Given our focus on the pandemic, our research team is now doubling in size and I look forward to managing the change through

Hillel Gray
Assistant Teaching Professor, Miami University

E-mail task delegation and follow-ups are in the past for our team, thanks to Thanks to their perfect sync with Slack our scope of work is neatly done right where we communicate.

Andrej Mindov
Founder and CEO at Identity

What my team and I appreciate is that it's really easy to use. It has helped me become better organized in figuring out what I need to work on every day.

Jane Johnson
Research assistant professor at ATSU
Provide results for your clients

Detailed overview of everything you need

Starting with a solid base

Design your own marketing workflow

Or use one from our library! Discover workflows for customer feedback, ad production, content writing, and much more.

Set up automations

Move tasks automatically as soon as they reach a certain step, Auto-assign a whole workstep to a specific person. All possible within our app.

Collaborate with freelancers

With you can be certain that all your partners are kept in the loop and included in your process – letting everyone collaborate in real-time as a unified team.

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