WorkBase is agency management software for B2B agencies: client CRM, new-business pipeline, invoicing, payments, outreach, tasks, calendar and an AI assistant — all in one account for £39.99 per month.
Each module writes to the same workspace, so a prospect becomes a client, an invoice and a payment without re-entering anything.
Client account profiles with notes, invoices and history in one record.
Track prospects from New through Contacted, Qualified, Proposal and Won.
Line items for retainers and project work, tax, status and outstanding balances per client.
Record payments and see recurring revenue and payment history as it lands.
Personalised prospecting and follow-up campaigns, activated on your terms.
Priorities and due dates linked to the client or prospect they belong to.
Client meetings, pitches and follow-ups tied to the accounts they're about.
Answers grounded in your agency's own workspace data, not generic advice.
Most agencies pay for several tools that don't talk to each other. WorkBase covers the same ground in one subscription.