workrateTrack time your way.
Use a live timer or add hours manually. Keep service notes and session history, and separate billable time from included support.
The client command center
FOR AGENCIES & SERVICE TEAMSYour work.
All connected.
From the first inquiry to the next invoice. Run clients, projects, time, billing, and conversations from one connected command center.
Paid plans from $29/month. A free plan is available, too.
WORKRATE / OPERATIONS OVERVIEW● EXPLORE THE WORKSPACE
Keep things moving.
MW
Homepage refreshMaking Waves Adventures
In reviewWebsiteEM
Project galleryExtreme Metal Fabrication
ActiveDesignSN
Monthly maintenanceStudio North · Example client
ActiveCare3 illustrative items shown
YOUR BUSINESS DOESN’T HAPPEN IN SILOS.Sample workspace · Try the filters
INDEPENDENT PROFESSIONALSCREATIVE & WEB STUDIOSSERVICE TEAMSGROWING AGENCIES
01 / THE CONNECTED WORKFLOW
Win it. Work it.
See it through.
Your business has a rhythm. WorkRate connects the handoffs—from a promising lead to a client who comes back for more.
01 / CAPTURE & QUALIFY
Give the next opportunity a place to go.
Embed lead forms on your agency or client websites. Keep contacts in your CRM, move deals through the pipeline, and turn the next conversation into a scoped proposal.
Explore lead intake ↗New business, in motion.
01Website inquiryNew lead
02Discovery conversationQualified
03Website proposalReady to send
Illustrative workflow · Select a stage to explore
One client record. Keep the context.Connected handoffs. Keep moving.A shared history. Pick up where you left off.
02 / TIME, RETAINERS & BILLING
You did the work.
Make it count.
Know what’s billable, what’s included, and what’s ready to invoice. Keep the numbers attached to the work that earned them.
Keep retainers in view.
Track purchased, used, and remaining monthly support hours. See when the work starts going beyond the agreement.
Invoice. Collect. Repeat.
Create invoices from session logs, review tax and totals, and share PDFs or payment links. Schedule recurring invoices with optional Stripe autopay after client authorization.
CLIENT / STUDIO NORTHMONTHLY OVERVIEW
READY TO INVOICE
$675.00 USDDesign · 4.5 hours × $100$450.00
Development · 1.5 hours × $150$225.00
Included support · 6.5 hoursIn retainer
MONTHLY SUPPORT BLOCK6.5 / 10 HOURS
3.5 hours remaining in this example.
✓ The work and its billing status. Together.
Sample figures before tax. Payment processing fees may apply.
03 / THE CLIENT EXPERIENCE
You see the operation.
They feel looked after.
A client portal gives your clients a place to ask, follow up, and see the tools you’ve made available to them.
A clear way to reach you.
Requests become tickets with status, priority, and ownership. Messages stay connected to the client workspace.
Your team, on the same page.
Assign workspaces and modules to admins, managers, and users. Choose what each client can see in their portal.
Your brand at the door.
Agency white labeling brings your logo, platform name, accent color, sign-in copy, custom domain, and branded email reply domain.
Welcome back, Making Waves.
Your projects, conversations, and next steps.
Open requests02
Active projects01
Latest invoicePaid
PROJECTS / MESSAGES / INVOICESIllustrative portal · Tools depend on access
04 / THE COMPLETE TOOLKIT
A place for every
moving part.
Go deeper where you need to. The tools below connect the client relationship to the work, the team, and the numbers.
CRM & client workspaces
Contacts, notes, services, billing details, activity, and linked work. Keep private agency context separate from client-visible notes.
Explore CRM ↗Pipeline & lead forms
Capture leads with embeddable agency or client forms. Move and prioritize deals, track follow-ups, and stack repeat inquiries onto the existing deal.
Explore the pipeline ↗Proposals & handoffs
Scope services, packages, and line items. Acceptance can create or link a client workspace and draft an invoice from the approved proposal.
Explore proposals ↗Projects & task boards
Break delivery into phases and tasks. Use kanban boards, owners, due dates, completion tracking, and optional client visibility.
Explore projects ↗Tickets & email intake
Manage requests across the agency. Forward support email into new tickets, link known senders to clients, and triage unassigned requests.
Explore tickets ↗Messages & reply-by-email
Keep client and internal conversations in context. Notification email replies return to the right ticket or message thread.
Explore email workflows ↗Timers, hours & service blocks
Record live or manual time with notes and service selection. See billable sessions and included retainer hours without mixing them up.
Explore time tracking ↗Invoices, recurring billing & autopay
Review and send invoices, collect exact totals with Stripe Connect, or use custom payment links. Recurring schedules draft invoices; authorized autopay can charge saved cards.
Explore autopay ↗Reports & profitability
Understand invoiced and collected revenue, hours by service, billable versus included time, and client profitability using your time logs and invoices.
Explore reports ↗Team access & white labeling
Control roles, workspace assignments, and module access. Keep owner-only controls protected and present an agency-branded experience.
Explore white labeling ↗05 / ROOM TO GROW
Start where you are.
Build from there.
Choose the workspace and team capacity you need. Start free, or try a paid plan for 7 days.
$0 / month
Try the core tools with a small client setup.
- 2 workspaces
- 1 internal user
- 5 active proposals
- Time, tasks & invoicing
- Custom payment links
$29 / month
For independent professionals running client work.
- 10 workspaces
- 1 internal user
- Unlimited proposals
- Client portal & ticketing
- Chat & Stripe Connect
$79 / month
For growing teams that need shared visibility.
- 50 workspaces
- 5 internal users
- Everything in Solo
- Manager & user access
- Workspace assignments
$149 / month
For agencies managing a larger client operation.
- 150 workspaces
- 15 internal users
- Everything in Pro
- Agency command center
- Operational reporting
USD, billed monthly. Paid trials require billing details. Freemium excludes client portals, ticketing, internal chat, and Stripe Connect. Payment processing fees may apply.
Full plan details ↗Who is WorkRate built for?
Freelancers, consultants, studios, agencies, and service teams who manage ongoing client work. It connects client context, projects, requests, time, and invoicing in one operating view.
Is this a CRM, a project manager, or accounting software?
WorkRate connects CRM and client workspaces with project delivery, time tracking, and billing workflows. It helps you prepare and collect invoices; your accounting and bookkeeping system remains part of your financial setup.
Can clients log in—and what can they see?
Yes, on paid plans. You choose the tools available to each client, such as tickets, messages, task views, invoices, and their own read-only pipeline. Clients see their own workspace rather than your full agency operation.
Can I log hours without running a timer?
Yes. Add hours manually with notes and a service, or use a live timer. The session log keeps time and invoice status together, including whether hours are billable or included.
How do retainers and recurring invoices work?
Monthly support blocks track included time separately from billable work. Recurring invoices can run monthly, quarterly, or annually. The normal flow creates a draft for review; autopay is a separate, opt-in setting per schedule after the client authorizes a saved card.
How do payments work?
Paid plans support Stripe Connect for exact-amount invoice checkout, with payments routed to your connected Stripe account. Custom payment links are also available. Stripe handles card entry and storage. See the payments guide for setup details.
Can clients reply from their regular inbox?
Yes. Replies to ticket and message notification emails return to the matching WorkRate thread. Email Tickets can also turn forwarded support emails into new requests after you configure intake.
Can I use my own agency brand?
Agency white-label settings support your logo, platform name, accent color, sign-in copy, custom domain, and branded inbound reply domain. Custom domains require DNS setup. Read the white-label guide.
A business to run.
A place to run it.
Give your next client, project, and working day a connected home.