Industries
Systems built for agencies & consulting
From pipeline to delivery, run your firm as one connected system.
Winning clients is one system. Delivering the work is another. Managing your team is another. It shouldn't be. We connect your pipeline, clients, projects, resources, deliverables, and performance into one system built around how your firm works.
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Win the work. Deliver the work. Know how the business is performing.
Growing firms eventually hit the same problem: the systems that worked with five people stop working with twenty, fifty, or a hundred.
Sales doesn't know capacity. Delivery doesn't always know what's been promised. Leadership is piecing together reports from multiple systems.
We connect the entire operation.
From pipeline to profitability.
One connected lifecycle gives sales, delivery, operations, and leadership the same view of the business.
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Lead
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Scope
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Win
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Onboard
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Staff
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Deliver
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Bill
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Grow
Projects on schedule
90%
+5 pts vs last week
Reviews waiting
6
−4 vs last week
Studio utilization
81%
+2 pts vs last week
Studio hours · this week Live
288h / 340h
Projects per lead
Projects per studio
| Studio | Total | Done | Working | Stuck |
|---|---|---|---|---|
| Brand | 8 | 5 | 3 | 0 |
| Digital | 11 | 7 | 3 | 1 |
| Content | 9 | 6 | 3 | 0 |
| Motion | 5 | 3 | 1 | 1 |
| Strategy | 4 | 3 | 1 | 0 |
Illustrative workspace — structure, statuses and automations shown as we build them; not client data.
What can we build?
CRM & business development
Manage leads, relationships, opportunities, follow-ups, pipeline, and forecasting.
Proposals & scope
Connect opportunities with proposals, scope, pricing, approvals, and what was actually sold.
Client onboarding
Automatically turn closed business into structured engagements, projects, tasks, and handoffs.
Project & engagement management
Manage deliverables, milestones, dependencies, responsibilities, communication, and project health.
Resource & capacity planning
See who's available, what's coming, and where your team is over- or under-allocated.
Time & utilization
Understand billable work, utilization, capacity, and how team time is being spent.
Client experience
Create portals and tailored interfaces for requests, communication, approvals, documents, and deliverables.
Automation & AI
Automate administration and use AI to summarize, generate, analyze, route, and accelerate everyday work.
Performance & profitability
Connect pipeline, delivery, resources, and financial data to understand how the business is performing.
Built around how you deliver.
- Marketing agencies
- Creative firms
- Technology consultants
- Business consultants
- Professional advisory teams
Your services and delivery model are your own. Your system should be too. We combine monday.com, custom applications, automation, integrations, and AI to create an operating system around the way your firm wins and delivers work.
Better Item Views for agencies
Worktables’ own app for monday.com simplifies time entry, approvals and onboarding, and shows each person only what their step needs. Short videos of it at work, one per use case.
Simplify time entry and expense reporting by presenting only the information users need to complete each submission. Guide employees through required documentation, receipts, project assignments, and approvals while ensuring complete, accurate, and consistent records every time.
Turn every process into a step-by-step guided experience. Display instructions, SOPs, videos, documents, required fields, and workflow buttons exactly when users need them. Better Item Views helps teams follow the correct process every time, reducing mistakes, improving training, and ensuring work is completed consistently.
Create employee workspaces that simplify onboarding, training, performance reviews, certifications, PTO requests, and HR processes. Deliver personalized experiences for employees, managers, and HR teams while using guided workflows to ensure every task is completed accurately and consistently.
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Better Item Views is on the monday.com Marketplace. See every widget, its pricing and how a rollout works.
We highly recommend Worktables. They took the time to listen to all of our challenges and created an integrated system to manage all aspects of our operations.
Questions about agency and consulting systems
What can you build for an agency or consultancy?
CRM and business development, proposals and scope, client onboarding, project and engagement management, resource and capacity planning, time and utilization, client experience, automation and AI, and performance and profitability.
Can sales and delivery see the same picture?
Yes. One connected lifecycle gives sales, delivery, operations, and leadership the same view of the business—including who's available, what's coming, and where your team is over- or under-allocated.
Can we connect what was sold to what we deliver?
Yes. We connect opportunities with proposals, scope, pricing, approvals, and what was actually sold, then automatically turn closed business into structured engagements, projects, tasks, and handoffs.
Which kinds of firms do you build for?
Marketing agencies, creative firms, technology consultants, business consultants, and professional advisory teams. We combine monday.com, custom applications, automation, integrations, and AI to create an operating system around the way your firm wins and delivers work.
Scale the business.Not the administration.
As your client base and team grow, your operational workload shouldn't have to grow with them. Let's build a system that helps your team accomplish more.