Workbase
For agencies and client-service teams

Clients, projects, people and time.
One fast workspace.

Everything you rebuild by hand in ClickUp, Monday or Teamwork, ready on day one: clients, delivery, capacity, docs, chat and reviews, together.

Clients, first-class

Lifecycle, owner, custom fields and an onboarding checklist for every client, with no rebuilding clients out of spaces.

Projects that add up

Client → project → tasks → people → time, with budgets, health and the statement of work attached.

Tasks the way you know them

List, Board, Table and Calendar views, custom fields, subtasks, checklists and saved views.

Capacity you can trust

Available, planned and recorded hours per person, with time off, kept separate and honest.

Docs and wiki

Notion-style pages with tables, @mentions, an icon library and Planning, Reporting and Audit labels.

Chat built in

Channels, direct messages and a channel for every project, so the conversation stays next to the work.

Never miss a change

Instant in-app and email notifications with distinct sounds for messages, mentions and assignments.

Dashboards and insights

Client, project and capacity overviews, with plain-language insights about what needs attention.

People and performance

Profiles, goals, KPIs and monthly reviews linked to the work actually delivered.

Private by default where it matters

Make any space, project, client, doc or channel private. Direct messages stay between the two people. Admins see adoption, not your conversations.

Built to be fast

A focused interface that opens instantly and keeps up with a busy team.