Team management software for agencies
Team management software for agencies has to cover the work, the people and the money. Wrkbase puts tasks that track their own time, a leads pipeline, invoices, leave and payroll records in one workspace, so a team of 5 to 50 is not stitching five tools together.
The work, the people and the money in one place
Tasks that track their own time
A task board with templates and daily, weekly or monthly repeats. The timer starts when a task moves to In progress and stops when it leaves, so nobody has to remember it.
A pipeline for new work
Track leads from first contact to customer, log calls, emails, meetings and notes, and convert a lead when it signs. The leads pipeline is on the Team plan.
Invoices from the same place
Send invoices as PDFs by email, log expense claims and keep cash in one ledger. Finance is on the Team plan.
The people side
Attendance, leave, a shared calendar, HR documents and payroll records sit on the same employee record, so the team side needs no other tool.
Reports when you need them
PDF and Excel exports are generated in the background, so a big report does not hold up the page.
What it does not do
Tasks have no dependencies or Gantt charts, and invoices have no online payment links, card processing or automatic reminders.
Does Wrkbase have a CRM for agencies?
It has a leads pipeline on the Team plan: leads move through stages, you can log calls, emails, meetings and notes, and you can convert a lead to a customer.
Can I invoice clients from Wrkbase?
Yes, on the Team plan. Invoices are emailed to the customer as a PDF when you send them. There are no online payment links, card processing or automatic reminders.
Does Wrkbase have Gantt charts or task dependencies?
No. Tasks have checklists, templates and repeats, but no dependencies or Gantt charts. If a Gantt-led project plan is the requirement, you would need another tool.
How much does Wrkbase cost for an agency of 10?
Wrkbase is free for up to 5 people and $8 per member per month on Team, which is $80 a month for 10, with leads, invoicing, payroll and the AI agent included.
Run the whole agency from one workspace.
Free for teams up to 5, no credit card required.