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Product Tour

drive efficiency
& profitability

Streamline your agency with Workamajig,
a powerful agency management system

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Connect projects
to profits
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Gain insight into
time & margins
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Do more of
what's profitable
Request a demo
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Sandra Torre

Workamajig has given us visibility into clients & projects.…

… Without visibility, you cannot grow...there's nothing you can do to improve. Workamajig has been able to scale with us through acquisitions...through everything.

Sandra Torre
CFO & Executive Vice President, Lavidge

Replace your mish-mash of tools 
 with one integrated solution

Manage your agency, not your tools, by moving to an agency management system that tracks everything from first inquiry to final invoice.

Explore the platform below.

Or see the project management tour.
sales

Sales CRM

Capture all sales conversations with a prospect from day one

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Track Sales Performance

Set goals for the team & track performance against target revenue.

Pipeline visibility

Get full pipeline visibility, see proposal conversion, & track sales performance against revenue.

One-click estimates

Generate accurate one-click estimates from the beginning of the client relationship.

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Accounting & Billing

Understand client and service profitability

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Native functionality

Built-in accounting package ensures efficient invoicing & billing for healthy cashflows.

Accurate reporting

Pull reports quickly using real-time data and plan intelligently with multi-tiered revenue forecasting.

Capture all hours

Accurately track all hours worked and analyze estimates vs. actuals.

project

Project management

Track everything across the entire project lifecycle

Active Project Board
End-to-end management

Track everything across the entire project lifecycle — schedules, time, tasks, proofs, budgets, and more.

Click & go

Kick off projects with a couple of clicks based on customizable project templates with schedules, timelines, and resourcing.

Track status

Get complete visibility across all your projects with dashboards that highlight what needs attention.

resources

Resourcing & traffic

Streamlined for agency workflows

Assignment Management
Manage schedules

Keep projects on track and workloads balanced with full visibility into team schedules & availability.

Understanding reality

Drill down into utilization including tasks, meetings, and vacations to avoid surprises.

Allocate efficiently

Assign work to anyone from anywhere & filter by office, department, role, service, or person.

Task Planning

Time, tasks, & dashboards

Keep the whole team focused and productive

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Everything in one place

Creatives can easily track their time, tasks, and conversations for a project all in one place.

Customized dashboards

Everyone gets an actionable dashboard tailored to their role.

See what's due next

Activity feeds show you exactly what you should be working on.

enterprise

Enterprise ready

Secure, compliant, and ready to scale with you

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Operate at scale

Thousands of users, distributed locations, multiple currencies — Workamajig supports it all.

Global reporting

Roll up financial reports across locations to see global financial performance.

Compliant & secure

Audited & IT friendly with SSO support, 2FA,c & optional on-prem installation.

Client services

We know transformation can be hard

We’re here to make it a success. A dedicated account
manager will handle your training & onboarding, own your
account, and build a relationship with you to ensure you’re
getting the most out of Workamajig from day one.

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Tailored onboarding

Complete onboarding is included in every subscription and includes a unique training plan suited to your team's needs and priorities.

Staff

Training & support

Our support team are agency experts, and our weekly webinars and in-person Bootcamps (paid separately) help folks level up fast.

Training

Expert advice

Undergoing major changes? Certified independent Workamajig consultants (billed separately) can provide strategy & best practices.

linda stellman

I wanted to know, are we making money on the clients?…

… Are we making money on the projects? [Now] my favorite thing is the visibility into the whole company... It's giving us the data to grow.

Linda Stellman
VP of Finance & Operations, Tipping Point Communications

Transform the way your agency operates

We’ve been helping advertising agencies
level up for 20+ years. We’re ready for the future.
Let’s get started.
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