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Private workspace per agency

Run your entire agency from one place.

WorkBase brings your client CRM, new-business pipeline, payments, invoicing, automated outreach, AI assistance, tasks and calendar into a single operating system for B2B agencies.

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  • Multi-tenant security
  • No charge for 14 days
  • Cancel anytime
The WorkBase dashboard showing revenue, outstanding invoices, lead conversion, upcoming tasks, appointments and recent activity
The WorkBase customers screen with total customers, lifetime revenue and a searchable customer table
The WorkBase lead pipeline with New, Contacted, Qualified, Proposal and Won columns and deal values
The WorkBase invoices screen showing invoiced, paid, outstanding and overdue totals with an invoice table
The WorkBase payments screen showing revenue collected, monthly totals and a table of payments against invoices
The WorkBase tasks screen with open tasks, priorities, due dates and completion checkboxes
The WorkBase calendar screen listing upcoming and past meetings and follow-ups with customers and leads
The WorkBase outreach screen with automated email campaigns, personalisation tags, open rates and reply counts
The WorkBase AI assistant answering a question about outstanding invoices and drafting a payment chaser

Everything an agency needs, together

Stop stitching tools together. WorkBase is one account, one workspace, one source of truth for clients, pipeline and billing.

Client CRM

Every client, contact, note, invoice and conversation in one account record.

New-business pipeline

New → Contacted → Qualified → Proposal → Won. See your agency's pipeline at a glance.

Retainers & invoicing

Build invoices with line items for retainers and project work, track status and outstanding balances.

Payments

Record payments, see monthly recurring revenue and payment history as it lands.

Automated outreach

Prospecting and follow-up campaigns with personalisation, scheduling and explicit activation.

WorkBase AI

An assistant that knows your clients, pipeline and invoices — and drafts your next move.

Tasks

Priorities and due dates linked to the client or prospect they belong to.

Calendar

Client meetings, pitches and follow-ups tied to the accounts they're about.

How it works

01

Create your account

Sign up with email or Google in seconds.

02

Set up your agency

Name, logo, services, currency and country — your agency's private workspace.

03

Start your free trial

14 days free, then £39.99/month. Cancel any time.

04

Run the agency

Add clients, chase new business, invoice retainers, get paid, automate outreach.

One plan. Everything included.

No feature tiers, no per-module upsells. Every part of the operating system is included from day one.

  • Unlimited clients, prospects and invoices
  • Automated outreach campaigns
  • WorkBase AI agency assistant
  • Tasks, calendar and notifications
  • Team members on one workspace
  • Row-level data isolation

WorkBase

£39.99/month

Free for your first 14 days, then billed monthly in GBP. Card required at sign-up, cancel any time before the trial ends and you won't be charged.

Start your 14-day free trial

Built for agency owners

“We replaced a CRM, an invoicing tool and two spreadsheets. Client accounts, pipeline and billing now live in one login.”
Amara OkaforFounder, Northfield Studio
“Pipeline plus invoicing in one place means no retainer slips. I can see what's owed and which prospect to chase in a glance.”
Daniel ReevesManaging Director, Reeves Digital
“WorkBase AI drafts my prospect follow-ups using my actual client notes. It saves me hours every week.”
Priya NairPrincipal, PN Advisory

Frequently asked questions