Project management software for agencies

Where Creatives and Operations Finally Agree.

24+ years helping agencies manage every client, campaign, approval, and resource in one place, with a system everyone from creatives to ops can pick up in minutes.

BUILT
FOR

  • Accounts
  • Creative
  • Production
  • PMO
  • Traffic & Ops
  • Resourcing
  • IT
  • Finance
  • Leadership

 

Across

  • Marketing
  • Creative
  • Digital
  • Advertising
  • PR & Comms
  • In-house Agencies
  • Pay only for power users
  • Guided onboarding
  • Unlimited human support
Workzone Agency workspace showing the Planet Express Shipping client with brochure, logo banner, and logo design projects, task progress, assignees, and due dates.
Green quotation marks.

With Workzone, we didn’t have to hack the tool, it was ready to go, right out of the box. We operate in an ecosystem model, teams that work across groups of clients, almost like agencies within the agency. Workzone’s portfolio structure mirrors that exactly.

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Andrea Spatz
Bader Rutter

Agency realities as the starting point

Our thesis for agency project management

The Agency Reality The Workzone Approach
Client work is scattered across tools and inboxesSee every client and project in one portfolio view
Client feedback gets lost in email chainsClients mark up and approve with free reviewer access
Overruns surface after margins are goneTrack time against budget in real time
Teams rebuild campaign plans from scratchLaunch campaigns with reusable templates
Creatives resist complex PM softwareBuilt for non-PMs with zero learning curve

The structure agencies require.  The simplicity business teams need.  The support to make it stick

CORE CAPABILITIES

Manage agency work in one simple place.

Keep clients, campaigns, approvals, and resources connected. Workzone helps you deliver more client work with the team you have without adding more complexity.

01 Projects
Portfolio view

01 PROJECTS

See Every Client & Project

See your entire client portfolio in one screen, then drill down to every task.

  • Portfolio, List, Gantt, Kanban views
  • Automated alerts for at-risk tasks
  • Instant drill-down from client to task
Marketing Workspace project list showing a Demand Gen Campaign and Website Optimization with subtasks, progress percentages, assignees, and due dates.
02 Requests
Intake forms

02 REQUESTS

Centralize Client Requests

Give clients and account teams one front door for new projects and briefs.

  • Customizable request forms & briefs
  • Public access with no login required
  • One-click conversion into active projects
New Project Request form with general info fields for the requester, request date, workspace, and project type.
03 Approvals
Proofing & sign-off

03 APPROVALS

Move Creative to Approval Faster

Collect client markups on docs, images and video without email threads.

  • In-app markup for docs, images & video
  • Unlimited free client reviewers
  • Every version organized in one place
A proofing interface showing a newsletter draft titled TODAYS NEWS next to a sidebar of reviewer comments from Connor Hansell.
04 Collaboration
Cross-team work

04 COLLABORATION

Collaborate With Clients & Teams

Keep creatives, account teams and clients aligned on status, feedback and handoffs.

  • Automatic task dependencies & lag times
  • In-context discussion threads & file sharing
  • External users on status and approvals
Task comments section showing a text input box, a send button, and a thread with replies from Annie Burns and Connor Hansell.
05 Resources
Team capacity

05 RESOURCES

Balance Workloads & Protect Margins

Allocate people, prevent burnout and track time against budget in one place.

  • Real-time team workload heatmaps
  • Time tracking against budgets
  • Capacity reports to justify headcount
Donut chart titled Active Project Status by Workspace showing complete, on-track, and late tasks across all workspaces.
06 Templates
Repeatable workflows

06 TEMPLATES

Template Repeatable Campaigns

Turn recurring campaign types into reusable workflows your team can launch in minutes.

  • Reusable campaign templates
  • Automatic reverse-scheduled due dates
  • Pre-set roles, dependencies & checklists
A form titled Pick method for adding tasks, with options to use an existing template, lay out tasks in outline form, add multiple tasks at once, or import from Excel or MS Project.
07 Reporting
Leadership dashboards

07 REPORTING

Report on Profitability

Give leadership ready-made reports on revenue, profitability and actual vs. budget.

  • Revenue recognition & profitability reports
  • Actual vs. budgeted tracking
  • Workload and utilization views
Bar chart titled Active Project Status by Workspace comparing on-track, at-risk, and late projects for Production & Operations and Marketing.

THE AGENCY VETTING CHECKLIST

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Unlimited human support

1-on-1 training & under-10-min response time

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Pay only for power users

Clients & guest reviewers join free

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Client-level permissions

Clients see only their own projects

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Timestamped approvals

Every client sign-off on record

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SOC 2 Type II audited

Independently audited annually; reports available

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Google & Microsoft 365 SSO

Seamless SAML login with Entra ID & Google

SUPERCHARGE PROJECT MANAGEMENT

Make the most out of Workzone

Connect the tools your teams already use, and let AI handle the busywork without adding complexity.

Integrations Made Simple

INTEGRATIONS MADE SIMPLE

9000+ tools. Fully managed.

Connect Workzone to the tools your team already uses, like Email, Slack, Teams, Google Drive, QuickBooks, and more. Tell us what else you use, and our team will take it from there.

1

You tell us where work gets stuck

Share the tools you use and where things slow down.

2

Our team builds and tests it for you

Workzone owns the setup from start to finish.

3

We monitor and maintain it, forever

Real people keep it running as your tools evolve.

  • Everything is managed in-house. No third-party vendors or outsourcing.
A grid of sixteen software company and application icons, including Slack, Microsoft Teams, Salesforce, Google Drive, Outlook, Gmail, Google Calendar, Zoom, HubSpot, Excel, Dropbox, OneDrive, Mailchimp, QuickBooks, and Google Sheets.
AI Made Simplemade simple

AI Made Simple

Just ask. Workzone does the admin.

Thoughtful AI tools that save time and reduce busywork, with your people keeping the judgment.

Workzone AI turning a one-sentence prompt into a Spring Product Launch Campaign plan with four phases: creative brief, production, client review, and launch and reporting.
A digital interface showing a project management tool with a prompt to create a spring product launch plan, followed by a task list organized into four phases with progress bars, task owners, and deadlines.
Workzone AI Assistant summarizing the status of five active client projects, including Northwind Spring Campaign and Brightline Website Refresh.
A Workzone AI assistant interface showing a prompt for project summaries, a list of use cases, and a detailed status report for five active projects including completion percentages and subtask counts.
Workzone AI Assistant turning client kickoff notes into six tasks with owners and due dates for the Northwind Spring Campaign.
Interface showing Workzone AI Assistant automatically converting meeting notes into a list of tasks with assigned owners and due dates.

How we build it

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Built in-house, self-hosted

No third-party AI providers.

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Data stays with you

SOC 2 audited.

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No token budgets

No surprise bills as usage grows.

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On only if you want it

Admins and users switch it on or off.

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ADAPTS TO EVERY AGENCY TEAM

Flexible for every team.
Standardized organization-wide.

No two agency teams work the same way. Workzone gives each team the flexibility to manage their work while standardizing visibility, accountability, and execution across the organization.

Account Management

WORKZONE FOR ACCOUNT MANAGEMENT

Every Client. One Clear View.

Keep client status, feedback and approvals in one place so account teams spend less time chasing updates.

  • Share status without endless meetings
  • Route client feedback to the right version
  • Track every deliverable by client
  • Plan accounts on Boards
Account Management project dashboard for a Client quarterly campaign at 74% progress, with the client brief approved and scope confirmed and a client concept review due today.
Creative

WORKZONE FOR CREATIVE

From Request To Approved, Faster.

Move creative from brief through production and proofing with fewer handoffs and less waiting on feedback.

  • Collect markups on docs, images & video
  • Keep every version organized
  • See what's due across all clients
  • Cut revision rounds
Creative project dashboard for a Brand video production at 74% progress, with the creative brief approved and storyboard reviewed and rough cut proofing due today.
Operations

WORKZONE FOR OPERATIONS

Run The Agency, Not The Spreadsheets.

Standardize workflows, track time and keep budgets visible as you add clients, projects and teams.

  • Standardize intake across clients
  • Track time against budgets
  • Catch overruns before margins slip
  • Keep processes in templates
Operations project dashboard for an Agency workflow rollout at 74% progress, with intake forms standardized and templates published and a team time tracking review due today.
Resource Management

WORKZONE FOR RESOURCE MANAGEMENT

The Right People On The Right Work.

See capacity across every client and campaign, then rebalance before deadlines or people burn out.

  • See capacity across all clients
  • Rebalance work with drag and drop
  • Prevent burnout before it starts
  • Justify headcount with real data
Resource Management project dashboard for a Q2 staffing plan at 74% progress, with the capacity forecast reviewed and freelancer needs confirmed and a workload rebalance review due today.
Finance

WORKZONE FOR FINANCE

Know Where Every Hour Goes.

Connect time, billing, budgets and expenses so finance sees profitability by client and project.

  • Compare actual vs. budgeted effort
  • Track billings and expenses
  • Report revenue recognition
  • Sync invoicing with QuickBooks
Finance project dashboard for a Client profitability review at 74% progress, with time entries reconciled and budget variance reviewed and a billing review due today.
Strategy & Media

WORKZONE FOR STRATEGY & MEDIA

Plans That Launch On Schedule.

Coordinate research, media plans and launch timing with clear owners and dependencies across teams.

  • Connect research to campaign plans
  • Coordinate media flight dates
  • Route plans through client review
  • See dependencies before launches slip
Strategy and Media project dashboard for a Media plan launch at 74% progress, with audience research complete and the media plan drafted and a client plan review due today.
Leadership

WORKZONE FOR LEADERSHIP

One Portfolio. Healthy Margins.

Give leadership a live view of client work, utilization and profitability without chasing reports.

  • See every client in one portfolio
  • Review profitability by client
  • Spot at-risk projects early
  • Prepare leadership updates without chasing
Leadership project dashboard for an Agency portfolio review at 74% progress, with client priorities agreed and owners assigned and a margin risk review due today.

A human, in under 10 minutes

Here for the question behind the question

HUMAN SUPPORT THAT IS REFRESHINGLY ABUNDANT (SORRY BOTS)

Software alone doesn’t create adoption. People do.

We listen first, speak candidly, and shape Workzone around how your team really works. Then we stay with you after launch, helping people build confidence and keep improving.

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No handoff. No disappearing act. Just people who care about your success.
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3 to 4 weeks

Average time to go live, fully trained

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Under 10 minutes

Response from a human who has all the context

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Unlimited

Training and ongoing support

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1 on 1

Project management coaching

23+ years of helping agencies run profitably

See why agencies trust Workzone.

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YOUR TEAM’S WORK MATTERS

Ready to see Workzone in action?

Simple project management software with real people ready to help you get started.

  • Pay only for power users
  • Guided onboarding
  • Unlimited support included