Client operations
Portals, tickets, and messages
Client-facing access, request tracking, and conversation workflows are now part of the core platform.
Product roadmap
Where WorkRate is going next.
WorkRate is already focused on client workspaces, time, tasks, tickets, messages, forms and lead intake, invoicing, proposals, portals, CRM, pipeline, reporting, projects, and white-label operations. The roadmap below shows the next layers we are exploring and building around that foundation.
Live now
Foundation shipped
Agency control
White label and team permissions
Branding, workspace assignments, roles, and module-level permissions are in place for agency teams.
Revenue workflow
Invoices, proposals, and reporting
Billing prep, proposal workflows, public payment links, and operating reports are available today.
Project management
Projects, phases, and tasks
Structured project tracking with phases, task completion, due dates, and reusable templates is now live.
Proposals
Packages and service plan cards
Pre-built proposal packages and visual service plan pricing cards are now available inside the proposal builder.
Approvals
Proposal acceptance workflow
Clients can formally accept or decline proposals, and accepted proposals can create or link the client workspace and draft the invoice automatically.
Communications
Email notifications and reply-by-email
Ticket and message notifications support direct email replies, including branded inbound reply domains for Agency plan white-label setups.
Support intake
Agency Tickets and Email Tickets
A unified Agency Tickets queue shows every ticket across the whole agency, including unassigned tickets from unrecognized senders. Email Tickets turns any inbound email at your support address into a new ticket automatically, and unassigned tickets can be linked to a client afterward.
Lead generation
Forms
Agency-Level Forms capture new leads for your own website, and client-scoped Lead Forms let you build and manage lead capture for a client's website as a service. Both include field editing, embeds, honeypot spam protection, and repeat-submission stacking with a visible counter.
Pipeline
Card reordering and client visibility
Deal cards can be reordered within a stage, not just moved between stages, and clients can optionally see their own deals move through the pipeline in a read-only portal view.
Next
Operational polish
Automation
Workflow triggers
Rules for follow-ups, status changes, invoice reminders, delivery approvals, handoffs, and recurring internal routines.
Client experience
Richer client portal homepage
The portal already gives clients an overview, tickets, messages, tasks, invoices, and read-only pipeline visibility — next up is a deeper welcome dashboard that pulls all of it into one glanceable summary the moment they log in.
Multi-account access
Workspace switcher
For users who have their own WorkRate agency account and are also a team member on another — a switcher to move between contexts without logging out.
Later
Scale and insight
Reporting
Forecasting and capacity
Deeper visibility into workload, retainers, delivery risk, team utilization, and revenue coverage.
Integrations
External handoffs
Cleaner bridges to accounting, calendar, storage, and communication tools agencies already rely on.
API
Webhooks and workspace data
Controlled ways to move client, invoice, task, and project activity into other operational systems.
Exploring
Bigger bets
AI operations
Agency insight assistant
Helpful summaries and risk signals around workload, client health, billing gaps, and overdue work.
Communications
SMS and richer notifications
Optional communication channels for teams that need higher-touch client reminders and updates.
Finance
Bookkeeping direction
Bookkeeping will only move forward if it clearly strengthens agency operations without bloating the product.
Product principle
Roadmap items must make agency work easier to run.
WorkRate is not trying to become every tool at once. New features should reduce client chaos, tighten billing, make team handoffs clearer, or help agencies understand where work and profit are drifting.
Usage-cost boundary
Heavy usage may stay optional.
Features that create direct operating costs, including SMS, AI processing, high-volume email, transcription, premium storage, and communication APIs, may be offered as optional usage-based add-ons.