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[ Solutions ]

Project management software for agencies, kickoff to handoff

Clients, portal, margin and handoff, in one place.

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  • Branded client portal
  • Retainers and margin
  • Handoff with sign-off
/ faster client sign-off
3.2×
/ less status-call load
50%
/ saved per PM, per week
12 hrs
[ How it works ]

The engagement, end to end

Built for how studios scope, bill and close.

  1. 01

    Scope and budget it

    Set a budget on the project so tracked time turns into profitability and unbilled answers later.

  2. 02

    Watch the drift

    Risk patterns and blocker radar surface trouble while there is still room to have the conversation.

  3. 03

    Keep the client close

    A portal under your branding, plus a weekly report drafted from real activity.

  4. 04

    Hand off and invoice

    Package deliverables, capture confirmation, issue a certificate, and bill the unbilled time.

[ Who it’s for ]

Built for the shape of agency work

Many clients, each with their own scope, their own contacts, and their own idea of what counts as done. Worksynk is designed around that, not around a single internal backlog.

  1. 01You run five or more client engagements at once and they all move at different speeds
  2. 02Someone is manually assembling a status update every week
  3. 03Scope creep is discovered at invoicing rather than when it happens
  4. 04Clients ask for access, and giving it means giving away too much
  5. 05Retainer hours get burned before anyone notices the margin has gone
  6. 06Handover means a folder, a call, and hoping the client confirms
[ Before / after ]

What changes in the first month

None of this is a workflow you have to invent. It is what the modules do once the projects are in.

How it works now

  • A weekly call per client, plus the hour spent preparing a deck that is stale by the time you present it.

  • Scope creep surfaces at invoicing, when the conversation is about money rather than the work.

  • Whether a project is profitable is a spreadsheet exercise someone does at quarter end.

  • Handover is a folder of files and a verbal “are we good?”

  • Client credentials live in a password manager someone left, or worse, in a thread.

How it works on Worksynk

  • Portal replaces the weekly call

    A branded portal the client can open whenever they want, built from the same work items your team is already updating.

  • Scope creep caught while it is cheap

    Extra work shows up as it lands, against a budget you can see burning, while it is still a scheduling conversation.

  • Margin visible mid-engagement

    Retainer consumption, margin, and unbilled time are live per project, so you can act mid-engagement.

  • Sign-off on record, not verbal

    A packaged handoff the client confirms, with a certificate on record when they sign off.

  • Credentials that survive a leaver

    An encrypted vault scoped to the project, with every view logged and access following project access.

[ Features ]

What studios reach for first

Client-facing where it counts.

  • 01

    Client portal

    Read-only client visibility that does not consume a seat.

  • 02

    White-label

    Your brand across every surface the client sees.

  • 03

    Budgets and margin

    Retainers, profitability per project and client, and threshold alerts.

  • 04

    Unbilled time

    Billable hours worked but never invoiced, surfaced as a report.

  • 05

    Handoff

    Deliverables packaged, confirmed, and certified.

  • 06

    Vault

    Client credentials encrypted, with every access logged.

[ Capabilities ]

The commercial side

Answers to what studio owners actually ask.

ProfitabilityBudgets
Cost against value, per project and per client.
Threshold alertsBudgets
Get warned as a retainer burns down, not after it is gone.
Unbilled reportReports
Billable hours worked but never invoiced — usually the fastest money in the building.
UtilisationReports
Tracked hours against capacity per person, so you can see who is stretched.
Credential vaultVault
Client secrets encrypted with logged access and extra verification, instead of sitting in a chat message.
[ Modules ]

The modules behind this page.

Worksynk ships as modules a workspace owner switches on under Settings → Modules. Most are off by default even when your plan covers them; pricing shows what each plan includes.

[ Questions ]

Common questions

What software does an agency need to manage client projects?

Most agencies need a project tool, time tracking, budgets, and a way for clients to see progress. Worksynk covers those in one place: work items and sprints, timers and timesheets, budgets with alerts, and a branded client portal.

Can clients see progress without paying for seats?

Yes. The client portal is a read-only client-facing view that does not consume a workspace seat, and there is a lighter status link if even that is more than they need.

Will it look like our studio?

With white-label branding, your name, colour, and logo replace Worksynk's across every surface your team and clients see.

How do we know a project is profitable?

Set a budget, track time against the work, and the profitability report gives you cost against value per project and per client. Threshold alerts warn you as a retainer burns down.

Where do client credentials live?

In the vault — encrypted, with every access logged and extra verification available. The point is that they are not in a chat message or a spreadsheet.

We stopped finding out about scope creep in the retro. The risk detector flags it while there's still time.
Priya Anand / Head of Delivery, Northwind Digital
[ Keep exploring ]

Where to go next.

/ Get started

Stop finding out about risk in the retro.

Score every project and catch scope creep early, without another status meeting.

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Free, full platform
90 days
Nothing up front
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Guided walkthrough
20 min