One place for all your client work across apps
Organize all your client docs, notes, and tasks in one place. With a space for each client project, switching between them is a breeze.
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For each client, I’m dealing with dozens of docs and spreadsheets...which is why I was thrilled when I found Workona. It’s allowed me to truly organize my client work and save a tremendous amount of time. I don’t know how anyone in the client space is able to do effective work without it.
One place to plan & execute on client work
The answer to “Where did I put that?”
Juggling an overwhelming number of client docs? Create a space so you always know where to find them.
- It’s simple: 1 client project = 1 space
- All client docs & links at your fingertips
- Find anything with universal search
Connect your apps in a unified platform
You have the right tools, but they’re scattered across the cloud. Workona glues them all together.
- Supports all cloud apps - Google Drive, Asana, Salesforce, Hubspot & more
- Simplify account management with everything in one place
- Easily reorganize the space to keep up with your project
Streamline all your daily workflows
Spaces let you organize your workday the way you already work — by client. Busy account managers can now:
- Switch between client projects without losing your place
- Automate common actions, like opening a set of client resources at once
- Organize your browser tabs by client
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Bring all your favorite tools into Workona
Workona connects — not replaces — your scattered work tools. It’s the organizing layer your business has been missing.
Trusted by professionals like you
As the owner of a digital agency, Workona has transformed the way we get things done with our team. We have over 50 client spaces and I love being able to flip back and forth between them with just a few keystrokes. The amount of time we save is incredible!
Frequently asked questions
Does Workona replace my CRM or other client tools?
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